Summit Financial Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.6M | Sell |
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|
2025
Q2 | $14.4M | Sell |
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|
2025
Q1 | $14.2M | Sell |
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|
2024
Q4 | $14.5M | Buy |
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|
2024
Q3 | $13.1M | Sell |
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|
2024
Q2 | $9.86M | Sell |
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|
2024
Q1 | $9.01M | Buy |
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|
2023
Q4 | $8.72M | Buy |
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|
2023
Q3 | $7.3M | Buy |
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|
2023
Q2 | $3.91M | Buy |
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|
2023
Q1 | $3.44M | Buy |
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|
2022
Q4 | $3.2M | Sell |
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|
2022
Q3 | $3.81M | Sell |
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|
2022
Q2 | $7.78M | Buy |
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|
2022
Q1 | $8.52M | Buy |
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|
2021
Q4 | $8.61M | Buy |
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|
2021
Q3 | $7.73M | Buy |
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|
2021
Q2 | $8.6M | Buy |
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|
2021
Q1 | $7.5M | Sell |
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|
2020
Q4 | $6.9M | Buy |
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|
2020
Q3 | $7M | Sell |
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|
2020
Q2 | $6.76M | Buy |
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|
2020
Q1 | $6.12M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3.44M | Sell |
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|
2017
Q3 | $3.15M | Sell |
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|
2017
Q2 | $4.94M | Sell |
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|
2017
Q1 | $4.65M | Sell |
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|
2016
Q4 | $4.83M | Sell |
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|
2016
Q3 | $4.81M | Sell |
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|
2016
Q2 | $6.17M | Sell |
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|
2016
Q1 | $6.19M | Sell |
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|
2015
Q4 | $5.71M | Buy |
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|
2015
Q3 | $5.23M | Buy |
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|
2015
Q2 | $5.46M | Sell |
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|
2015
Q1 | $5.72M | Sell |
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|
2014
Q4 | $6.03M | Buy |
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