Westbourne Investment 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
Q2 | $308K | Hold |
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|
2025
Q1 | $297K | Hold |
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|
2024
Q4 | $261K | Hold |
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|
2024
Q3 | $276K | Hold |
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|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $214K | Hold |
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|
2023
Q4 | $221K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $251K | Hold |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $249K | Hold |
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|
2021
Q4 | $297K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $149K | Buy |
|