Summit Financial Wealth Advisors, LLC 3 M CO Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in 3 M CO stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 96,126 shares of MMM stock, worth $12.5 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

96,126

Previous 96,487 0.37%

Holding current value

$12.5 Million

Previous $9.86 Million 33.23%

% of portfolio

2.6%

Previous 2.24%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$99.69 - $139.42 $35,988 - $50,330	-361 Reduced 0.37%	96,126 $13.1 Million
Q2 2024 Aug 12, 2024	BUY	$90.54 - $105.26 $1.04 Million - $1.21 Million	11,538 Added 13.58%	96,487 $9.86 Million
Q1 2024 May 02, 2024	BUY	$91.25 - $110.0 $471,488 - $568,370	5,167 Added 6.48%	84,949 $9.01 Million
Q4 2023 Jan 19, 2024	BUY	$85.6 - $109.69 $119,497 - $153,127	1,396 Added 1.78%	79,782 $8.72 Million
Q3 2023 Nov 13, 2023	BUY	$93.26 - $112.64 $3.67 Million - $4.43 Million	39,368 Added 100.9%	78,386 $7.34 Million
Q2 2023 Jul 12, 2023	BUY	$93.31 - $106.78 $583,654 - $667,908	6,255 Added 19.09%	39,018 $3.91 Million
Q1 2023 Apr 10, 2023	BUY	$101.0 - $129.5 $617,413 - $791,633	6,113 Added 22.94%	32,763 $3.44 Million
Q4 2022 Jan 17, 2023	SELL	$107.52 - $132.98 $472,657 - $584,580	-4,396 Reduced 14.16%	26,650 $0
Q3 2022 Oct 28, 2022	SELL	$110.5 - $151.43 $2.98 Million - $4.08 Million	-26,972 Reduced 46.49%	31,046 $3.81 Million
Q2 2022 Jul 26, 2022	BUY	$129.41 - $154.23 $103,398 - $123,229	799 Added 1.4%	58,018 $7.78 Million
Q1 2022 May 06, 2022	BUY	$140.96 - $181.02 $1.34 Million - $1.71 Million	9,473 Added 19.84%	57,219 $8.52 Million
Q4 2021 Jan 12, 2022	BUY	$170.04 - $183.66 $625,747 - $675,868	3,680 Added 8.35%	47,746 $8.61 Million
Q3 2021 Nov 05, 2021	BUY	$175.42 - $202.83 $133,143 - $153,947	759 Added 1.75%	44,066 $7.73 Million
Q2 2021 Aug 09, 2021	BUY	$191.6 - $207.33 $73,574 - $79,614	384 Added 0.89%	43,307 $8.6 Million
Q1 2021 Apr 23, 2021	SELL	$165.2 - $195.74 $23,458 - $27,795	-142 Reduced 0.33%	42,923 $7.5 Million
Q4 2020 Jan 11, 2021	BUY	$158.48 - $177.12 $12,678 - $14,169	80 Added 0.19%	43,065 $6.9 Million
Q3 2020 Nov 09, 2020	SELL	$150.41 - $172.38 $109,949 - $126,009	-731 Reduced 1.67%	42,985 $7 Million
Q2 2020 Jul 16, 2020	BUY	$133.14 - $167.41 $25,562 - $32,142	192 Added 0.44%	43,716 $6.76 Million
Q1 2020 Apr 29, 2020	BUY	$117.87 - $181.37 $5.13 Million - $7.89 Million	43,524 New	43,524 $6.12 Million
Q1 2018 Apr 06, 2018	SELL	$215.36 - $258.63 $3.15 Million - $3.78 Million	-14,613 Closed	0 $0
Q4 2017 Feb 05, 2018	SELL	$212.76 - $243.14 $84,678 - $96,769	-398 Reduced 2.65%	14,613 $3.44 Million
Q3 2017 Nov 06, 2017	SELL	$200.98 - $213.76 $1.75 Million - $1.86 Million	-8,699 Reduced 36.69%	15,011 $3.15 Million
Q2 2017 Aug 14, 2017	BUY	N/A	23,710	23,710 $4.94 Million

Others Institutions Holding MMM

# of Institutions

2,338

Shares Held

355M

Call Options Held

11M

Put Options Held

7.68M

View Full List

About 3M CO

Ticker MMM
Exchange NYSE
Sector Industrials
Industry Conglomerates
Shares Outstandng 552,742,976
Market Cap $71.7B
Description
3M Company operates as a diversified technology company worldwide. It operates through four segments: Safety and Industrial; Transportation and Electronics; Health Care; and Consumer. The Safety and Industrial segment offers industrial abrasives and finishing for metalworking applications; autobody repair solutions; closure systems for personal ...

More about MMM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.

Account

Summit Financial Wealth Advisors, LLC 3 M CO Transaction History