SFS
Summit Financial Strategies’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
1,580
+26
| +2% | +$3.96K | 0.02% | 132 |
|
|
2025
Q1 | $228K | Hold |
1,554
| – | – | 0.02% | 127 |
|
|
2024
Q4 | $201K | Hold |
1,554
| – | – | 0.02% | 140 |
|
|
2024
Q3 | $212K | Buy |
+1,554
| New | +$212K | 0.02% | 137 |
|
|
2023
Q1 | – | Sell |
-1,756
| Closed | -$211K | – | 127 |
|
|
2022
Q4 | $211K | Sell |
1,756
-1,350
| -43% | -$162K | 0.05% | 109 |
|
|
2022
Q3 | $343K | Buy |
3,106
+820
| +36% | +$90.6K | 0.08% | 81 |
|
|
2022
Q2 | $296K | Sell |
2,286
-1,488
| -39% | -$193K | 0.07% | 88 |
|
|
2022
Q1 | $562K | Sell |
3,774
-4,631
| -55% | -$690K | 0.11% | 57 |
|
|
2021
Q4 | $1.49M | Sell |
8,405
-4,747
| -36% | -$843K | 0.29% | 28 |
|
|
2021
Q3 | $2.31M | Buy |
13,152
+2
| +0% | +$351 | 0.44% | 21 |
|
|
2021
Q2 | $2.61M | Buy |
+13,150
| New | +$2.61M | 0.52% | 17 |
|
|
2021
Q1 | – | Sell |
-1,151
| Closed | -$201K | – | 69 |
|
|
2020
Q4 | $201K | Buy |
+1,151
| New | +$201K | 0.07% | 81 |
|
|
2020
Q1 | – | Sell |
-1,153
| Closed | -$203K | – | 63 |
|
|
2019
Q4 | $203K | Sell |
1,153
-266
| -19% | -$46.8K | 0.1% | 59 |
|
|
2019
Q3 | $233K | Buy |
1,419
+167
| +13% | +$27.4K | 0.11% | 52 |
|
|
2019
Q2 | $217K | Sell |
1,252
-77
| -6% | -$13.3K | 0.11% | 53 |
|
|
2019
Q1 | $276K | Hold |
1,329
| – | – | 0.14% | 43 |
|
|
2018
Q4 | $253K | Sell |
1,329
-46
| -3% | -$8.76K | 0.14% | 47 |
|
|
2018
Q3 | $290K | Buy |
1,375
+46
| +3% | +$9.7K | 0.13% | 40 |
|
|
2018
Q2 | $261K | Hold |
1,329
| – | – | 0.13% | 41 |
|
|
2018
Q1 | $292K | Buy |
1,329
+1
| +0.1% | +$220 | 0.15% | 37 |
|
|
2017
Q4 | $313K | Hold |
1,328
| – | – | 0.16% | 36 |
|
|
2017
Q3 | $279K | Sell |
1,328
-311
| -19% | -$65.3K | 0.16% | 35 |
|
|
2017
Q2 | $341K | Buy |
1,639
+212
| +15% | +$44.1K | 0.21% | 32 |
|
|
2017
Q1 | $273K | Hold |
1,427
| – | – | 0.2% | 28 |
|
|
2016
Q4 | $255K | Buy |
1,427
+1
| +0.1% | +$179 | 0.17% | 32 |
|
|
2016
Q3 | $251K | Buy |
1,426
+100
| +8% | +$17.6K | 0.18% | 32 |
|
|
2016
Q2 | $232K | Buy |
+1,326
| New | +$232K | 0.17% | 35 |
|