Summit Wealth Partners’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 | $432K | Buy |
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|
2025
Q2 | $423K | Sell |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $426K | Buy |
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|
2024
Q2 | $202K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $294K | Hold |
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|
2021
Q4 | $351K | Sell |
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|
2021
Q3 | $377K | Sell |
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|
2021
Q2 | $514K | Buy |
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|
2021
Q1 | $359K | Buy |
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|
2020
Q4 | $324K | Hold |
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|
2020
Q3 | $297K | Buy |
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|
2020
Q2 | $278K | Sell |
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|
2020
Q1 | $292K | Buy |
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|
2019
Q4 | $342K | Buy |
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