SHFA
SS&H Financial Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,370
| Closed | -$463K | – | 122 |
|
|
2024
Q1 | $463K | Hold |
4,370
| – | – | 0.19% | 89 |
|
|
2023
Q4 | $478K | Sell |
4,370
-920
| -17% | -$101K | 0.2% | 91 |
|
|
2023
Q3 | $495K | Buy |
+5,290
| New | +$495K | 0.23% | 86 |
|
|
2023
Q1 | $917K | Sell |
8,725
-1,350
| -13% | -$142K | 0.42% | 62 |
|
|
2022
Q4 | $1.21M | Sell |
10,075
-1,600
| -14% | -$192K | 0.58% | 53 |
|
|
2022
Q3 | $1.29M | Sell |
11,675
-250
| -2% | -$27.6K | 0.67% | 43 |
|
|
2022
Q2 | $1.54M | Buy |
11,925
+300
| +3% | +$38.8K | 0.71% | 38 |
|
|
2022
Q1 | $1.73M | Buy |
+11,625
| New | +$1.73M | 0.68% | 44 |
|