Summit Financial Strategies’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 | $240K | Buy |
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|
2025
Q1 | $228K | Hold |
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|
2024
Q4 | $201K | Hold |
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|
2024
Q3 | $212K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $562K | Sell |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $2.31M | Buy |
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|
2021
Q2 | $2.61M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Sell |
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|
2019
Q3 | $233K | Buy |
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|
2019
Q2 | $217K | Sell |
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|
2019
Q1 | $276K | Hold |
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|
2018
Q4 | $253K | Sell |
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|
2018
Q3 | $290K | Buy |
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|
2018
Q2 | $261K | Hold |
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|
2018
Q1 | $292K | Buy |
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|
2017
Q4 | $313K | Hold |
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|
2017
Q3 | $279K | Sell |
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|
2017
Q2 | $341K | Buy |
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|
2017
Q1 | $273K | Hold |
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|
2016
Q4 | $255K | Buy |
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|
2016
Q3 | $251K | Buy |
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|
2016
Q2 | $232K | Buy |
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