Number of Shares
96,495.00
Current Holdings Value*
$14.17 Mil
% of Portfolio
2.81%
Total Estimate Gain
$2.51 Mil
% of Total Estimate Gain
15.17%

Summit Financial Wealth Advisors, LLC's 3M Co Holding Summary

As of 2025-03-31, Summit Financial Wealth Advisors, LLC held 96,495.00 shares of 3M Co(MMM), totaling $14.17 Mil. This investment constitutes 2.81% of their stock portfolio, and Summit Financial Wealth Advisors, LLC now holds 0.02% of the outstanding 3M Co(MMM) stock.

The initial trade took place in 2014Q4. And since then Summit Financial Wealth Advisors, LLC has made 17 purchases of MMM, at an average price of $126.94, for a total of 130,458.00 shares. In addition, there have been 7 sales at an average price of $132.01 for 33,963.00 shares. Based on historical transaction data and MMM's current price of $151.20, Summit Financial Wealth Advisors, LLC's estimated gain on his MMM holdings is $2.51 Mil, reflecting a 15.17% gain to date.

Summit Financial Wealth Advisors, LLC MMM ($151.20) Holding Chart

Summit Financial Wealth Advisors, LLC MMM ($151.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1