STA
Summit Trail Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
11,540
+1,764
| +18% | +$269K | 0.03% | 299 |
|
|
2025
Q1 | $1.44M | Buy |
9,776
+3,023
| +45% | +$444K | 0.05% | 121 |
|
|
2024
Q4 | $872K | Buy |
6,753
+2,482
| +58% | +$320K | 0.03% | 149 |
|
|
2024
Q3 | $584K | Buy |
4,271
+987
| +30% | +$135K | 0.01% | 368 |
|
|
2024
Q2 | $336K | Buy |
3,284
+1,081
| +49% | +$110K | 0.01% | 455 |
|
|
2024
Q1 | $234K | Sell |
2,203
-29
| -1% | -$3.08K | 0.01% | 529 |
|
|
2023
Q4 | $244K | Sell |
2,232
-814
| -27% | -$89K | 0.01% | 450 |
|
|
2023
Q3 | $285K | Sell |
3,046
-907
| -23% | -$84.9K | 0.01% | 387 |
|
|
2023
Q2 | $396K | Buy |
+3,953
| New | +$396K | 0.01% | 311 |
|
|
2022
Q3 | – | Sell |
-2,224
| Closed | -$288K | – | 406 |
|
|
2022
Q2 | $288K | Buy |
+2,224
| New | +$288K | 0.02% | 284 |
|
|
2018
Q4 | – | Sell |
-1,934
| Closed | -$408K | – | 182 |
|
|
2018
Q3 | $408K | Buy |
1,934
+824
| +74% | +$174K | 0.09% | 124 |
|
|
2018
Q2 | $218K | Sell |
1,110
-1,801
| -62% | -$354K | 0.08% | 133 |
|
|
2018
Q1 | $597K | Buy |
2,911
+56
| +2% | +$11.5K | 0.1% | 188 |
|
|
2017
Q4 | $704K | Buy |
+2,855
| New | +$704K | 0.09% | 186 |
|