Sterling Financial Planning’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $665K | Buy |
4,367
+1
| +0% | +$152 | 0.22% | 61 |
|
2025
Q1 | $641K | Sell |
4,366
-244
| -5% | -$35.8K | 0.23% | 59 |
|
2024
Q4 | $595K | Sell |
4,610
-2
| -0% | -$258 | 0.22% | 61 |
|
2024
Q3 | $631K | Sell |
4,612
-37
| -0.8% | -$5.06K | 0.23% | 60 |
|
2024
Q2 | $475K | Buy |
4,649
+1,035
| +29% | +$106K | 0.19% | 72 |
|
2024
Q1 | $321K | Buy |
+3,614
| New | +$321K | 0.13% | 83 |
|
2021
Q4 | – | Sell |
-672
| Closed | -$99K | – | 274 |
|
2021
Q3 | $99K | Hold |
672
| – | – | 0.06% | 127 |
|
2021
Q2 | $112K | Buy |
672
+58
| +9% | +$9.67K | 0.07% | 113 |
|
2021
Q1 | $99K | Sell |
614
-47
| -7% | -$7.58K | 0.07% | 105 |
|
2020
Q4 | $97K | Buy |
+661
| New | +$97K | 0.08% | 106 |
|