SOA Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
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|
2025
Q1 | $94.8K | Buy |
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|
2024
Q4 | $77.9K | Hold |
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|
2024
Q3 | $82.4K | Hold |
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|
2024
Q2 | $61.6K | Sell |
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|
2024
Q1 | $76.1K | Sell |
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|
2023
Q4 | $91K | Sell |
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|
2023
Q3 | $81.7K | Sell |
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|
2023
Q2 | $88.2K | Buy |
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|
2023
Q1 | $92.4K | Buy |
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|
2022
Q4 | $105K | Sell |
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|
2022
Q3 | $98K | Buy |
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|
2022
Q2 | $113K | Sell |
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|
2022
Q1 | $132K | Sell |
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|
2021
Q4 | $168K | Sell |
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|
2021
Q3 | $183K | Buy |
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|
2021
Q2 | $207K | Hold |
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|
2021
Q1 | $200K | Buy |
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|
2020
Q4 | $188K | Buy |
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