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