Wescott Financial Advisory Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.4M | Buy |
15,749
+29
| +0.2% | +$4.42K | 0.23% | 55 |
|
2025
Q1 | $2.31M | Buy |
15,720
+6
| +0% | +$881 | 0.24% | 53 |
|
2024
Q4 | $2.03M | Buy |
15,714
+62
| +0.4% | +$8K | 0.21% | 55 |
|
2024
Q3 | $2.14M | Buy |
15,652
+18
| +0.1% | +$2.46K | 0.23% | 55 |
|
2024
Q2 | $1.6M | Buy |
15,634
+6,304
| +68% | +$644K | 0.19% | 64 |
|
2024
Q1 | $827K | Buy |
+9,330
| New | +$827K | 0.1% | 82 |
|