Stiles Financial Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Sell |
2,520
-545
| -18% | -$83K | 0.13% | 128 |
|
|
2025
Q1 | $450K | Hold |
3,065
| – | – | 0.17% | 118 |
|
|
2024
Q4 | $396K | Hold |
3,065
| – | – | 0.14% | 129 |
|
|
2024
Q3 | $419K | Buy |
3,065
+7
| +0.2% | +$957 | 0.15% | 129 |
|
|
2024
Q2 | $313K | Buy |
+3,058
| New | +$313K | 0.12% | 138 |
|
|
2022
Q4 | – | Sell |
-5,325
| Closed | -$492K | – | 183 |
|
|
2022
Q3 | $492K | Sell |
5,325
-8,764
| -62% | -$810K | 0.3% | 92 |
|
|
2022
Q2 | $1.52M | Sell |
14,089
-2,041
| -13% | -$221K | 0.92% | 32 |
|
|
2022
Q1 | $2M | Sell |
16,130
-376
| -2% | -$46.7K | 1% | 27 |
|
|
2021
Q4 | $2.43M | Buy |
+16,506
| New | +$2.43M | 1.17% | 24 |
|