Summit Financial’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.34M | Sell |
8,803
-172
| -2% | -$26.2K | 0.03% | 358 |
|
2025
Q1 | $1.32M | Buy |
8,975
+4,037
| +82% | +$593K | 0.04% | 322 |
|
2024
Q4 | $637K | Buy |
4,938
+1,255
| +34% | +$162K | 0.02% | 404 |
|
2024
Q3 | $504K | Sell |
3,683
-479
| -12% | -$65.5K | 0.02% | 371 |
|
2024
Q2 | $425K | Buy |
4,162
+1,167
| +39% | +$119K | 0.02% | 356 |
|
2024
Q1 | $266K | Buy |
+2,995
| New | +$266K | 0.02% | 334 |
|
2022
Q4 | – | Sell |
-3,916
| Closed | -$362K | – | 262 |
|
2022
Q3 | $362K | Buy |
3,916
+712
| +22% | +$65.8K | 0.03% | 197 |
|
2022
Q2 | $347K | Buy |
3,204
+542
| +20% | +$58.6K | 0.03% | 184 |
|
2022
Q1 | $331K | Sell |
2,662
-76
| -3% | -$9.46K | 0.03% | 210 |
|
2021
Q4 | $407K | Buy |
2,738
+67
| +3% | +$9.95K | 0.03% | 184 |
|
2021
Q3 | $392K | Buy |
+2,671
| New | +$392K | 0.03% | 166 |
|