Willner & Heller’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
1,944
-2,527
| -57% | -$385K | 0.25% | 117 |
|
|
2025
Q1 | $657K | Sell |
4,471
-11
| -0.2% | -$1.62K | 0.61% | 53 |
|
|
2024
Q4 | $579K | Buy |
4,482
+24
| +0.5% | +$3.1K | 0.51% | 60 |
|
|
2024
Q3 | $609K | Buy |
4,458
+24
| +0.5% | +$3.28K | 0.54% | 55 |
|
|
2024
Q2 | $453K | Sell |
4,434
-920
| -17% | -$94K | 0.43% | 76 |
|
|
2024
Q1 | $475K | Buy |
5,354
+581
| +12% | +$51.5K | 0.47% | 74 |
|
|
2023
Q4 | $436K | Buy |
+4,773
| New | +$436K | 0.49% | 75 |
|
|
2022
Q3 | – | Sell |
-2,161
| Closed | -$234K | – | 117 |
|
|
2022
Q2 | $234K | Sell |
2,161
-596
| -22% | -$64.5K | 0.36% | 106 |
|
|
2022
Q1 | $409K | Buy |
2,757
+17
| +0.6% | +$2.52K | 0.5% | 69 |
|
|
2021
Q4 | $402K | Buy |
+2,740
| New | +$402K | 0.53% | 62 |
|