Summit Wealth & Retirement Planning’s 3M MMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
2020
Q4
$2.1M Hold
2020
Q3
$1.92M Sell
2020
Q2
$1.94M Sell
2020
Q1
$1.71M Sell
2019
Q4
$2.25M Sell
2019
Q3
$2.14M Hold
2019
Q2
$2.26M Hold
2019
Q1
$2.71M Sell
2018
Q4
$2.52M Buy