AWM
Accurate Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Buy |
10,801
+1,273
| +13% | +$200K | 0.26% | 100 |
|
|
2025
Q1 | $1.3M | Buy |
9,528
+943
| +11% | +$128K | 0.25% | 95 |
|
|
2024
Q4 | $1.13M | Buy |
8,585
+160
| +2% | +$21K | 0.22% | 109 |
|
|
2024
Q3 | $1.14M | Buy |
8,425
+211
| +3% | +$28.6K | 0.23% | 103 |
|
|
2024
Q2 | $844K | Buy |
8,214
+212
| +3% | +$21.8K | 0.2% | 110 |
|
|
2024
Q1 | $738K | Buy |
8,002
+205
| +3% | +$18.9K | 0.22% | 108 |
|
|
2023
Q4 | $849K | Buy |
7,797
+1,460
| +23% | +$159K | 0.26% | 88 |
|
|
2023
Q3 | $574K | Buy |
6,337
+146
| +2% | +$13.2K | 0.18% | 125 |
|
|
2023
Q2 | $633K | Sell |
6,191
-2
| -0% | -$205 | 0.2% | 113 |
|
|
2023
Q1 | $636K | Buy |
6,193
+103
| +2% | +$10.6K | 0.22% | 106 |
|
|
2022
Q4 | $780K | Buy |
6,090
+2,967
| +95% | +$380K | 0.29% | 73 |
|
|
2022
Q3 | $356K | Sell |
3,123
-1,697
| -35% | -$193K | 0.15% | 120 |
|
|
2022
Q2 | $624K | Sell |
4,820
-170
| -3% | -$22K | 0.34% | 63 |
|
|
2022
Q1 | $743K | Buy |
4,990
+3,511
| +237% | +$523K | 0.33% | 67 |
|
|
2021
Q4 | $264K | Buy |
1,479
+56
| +4% | +$10K | 0.22% | 113 |
|
|
2021
Q3 | $251K | Buy |
+1,423
| New | +$251K | 0.22% | 116 |
|