Waverly 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 | $4.21M | Sell |
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|
2025
Q2 | $4.24M | Sell |
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|
2025
Q1 | $4.23M | Buy |
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|
2024
Q4 | $3.41M | Buy |
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|
2024
Q3 | $2.95M | Sell |
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|
2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $624K | Buy |
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|
2023
Q4 | $472K | Buy |
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|
2023
Q3 | $247K | Sell |
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|
2023
Q2 | $3.45M | Buy |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $804K | Buy |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $448K | Sell |
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|
2021
Q2 | $500K | Buy |
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|
2021
Q1 | $302K | Sell |
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|
2020
Q4 | $269K | Buy |
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|
2020
Q3 | $237K | Buy |
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|
2020
Q2 | $242K | Sell |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q4 | $217K | Sell |
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|
2019
Q3 | $282K | Hold |
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|
2019
Q2 | $298K | Sell |
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|
2019
Q1 | $376K | Buy |
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|
2018
Q4 | $307K | Sell |
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|
2018
Q3 | $1.68M | Buy |
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|
2018
Q2 | $1.53M | Buy |
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|
2018
Q1 | $1.68M | Sell |
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|
2017
Q4 | $1.88M | Buy |
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|
2017
Q3 | $1.43M | Sell |
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|
2017
Q2 | $1.42M | Sell |
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|
2017
Q1 | $1.45M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $364K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $191K | Sell |
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|
2014
Q3 | $480K | Hold |
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|
2014
Q2 | $485K | Hold |
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|
2014
Q1 | $459K | Sell |
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|
2013
Q4 | $787K | Buy |
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|
2013
Q3 | $281K | Sell |
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|
2013
Q2 | $257K | Buy |
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