Summit Asset Management’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 | $426K | Sell |
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|
2025
Q1 | $423K | Hold |
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|
2024
Q4 | $372K | Sell |
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|
2024
Q3 | $408K | Hold |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $300K | Sell |
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|
2023
Q4 | $331K | Sell |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $404K | Sell |
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|
2023
Q1 | $442K | Hold |
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|
2022
Q4 | $504K | Sell |
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|
2022
Q3 | $465K | Sell |
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|
2022
Q2 | $547K | Sell |
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|
2022
Q1 | $630K | Buy |
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|
2021
Q4 | $735K | Buy |
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|
2021
Q3 | $702K | Sell |
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|
2021
Q2 | $800K | Hold |
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|
2021
Q1 | $776K | Hold |
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|
2020
Q4 | $704K | Buy |
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|
2020
Q3 | $626K | Sell |
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|
2020
Q2 | $625K | Hold |
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|
2020
Q1 | $547K | Buy |
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|
2019
Q4 | $688K | Buy |
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|
2019
Q3 | $636K | Buy |
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|
2019
Q2 | $663K | Buy |
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|
2019
Q1 | $527K | Hold |
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|
2018
Q4 | $484K | Hold |
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|
2018
Q3 | $535K | Hold |
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|
2018
Q2 | $499K | Hold |
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|
2018
Q1 | $557K | Hold |
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|
2017
Q4 | $597K | Hold |
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|
2017
Q3 | $533K | Hold |
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|
2017
Q2 | $528K | Hold |
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|
2017
Q1 | $486K | Buy |
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|
2016
Q4 | $438K | Buy |
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|
2016
Q3 | $419K | Hold |
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|
2016
Q2 | $416K | Hold |
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|
2016
Q1 | $396K | Hold |
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|
2015
Q4 | $358K | Hold |
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|
2015
Q3 | $337K | Buy |
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|
2015
Q2 | $360K | Hold |
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|
2015
Q1 | $385K | Hold |
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|
2014
Q4 | $383K | Hold |
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|
2014
Q3 | $331K | Hold |
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|
2014
Q2 | $334K | Hold |
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|
2014
Q1 | $316K | Hold |
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|
2013
Q4 | $327K | Hold |
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|
2013
Q3 | $279K | Buy |
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|
2013
Q2 | $252K | Buy |
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