AF
Allworth Financial’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
36,192
+751
| +2% | +$114K | 0.03% | 289 |
|
|
2025
Q1 | $4.92M | Buy |
35,441
+197
| +0.6% | +$27.4K | 0.03% | 260 |
|
|
2024
Q4 | $5.26M | Buy |
35,244
+8,658
| +33% | +$1.29M | 0.03% | 257 |
|
|
2024
Q3 | $3.63M | Buy |
26,586
+4,091
| +18% | +$559K | 0.02% | 242 |
|
|
2024
Q2 | $2.34M | Buy |
22,495
+13,401
| +147% | +$1.39M | 0.02% | 306 |
|
|
2024
Q1 | $965K | Buy |
9,094
+464
| +5% | +$49.2K | 0.01% | 415 |
|
|
2023
Q4 | $943K | Sell |
8,630
-475
| -5% | -$51.9K | 0.01% | 416 |
|
|
2023
Q3 | $852K | Buy |
9,105
+1,017
| +13% | +$95.2K | 0.01% | 396 |
|
|
2023
Q2 | $809K | Buy |
8,088
+473
| +6% | +$47.3K | 0.01% | 416 |
|
|
2023
Q1 | $800K | Sell |
7,615
-60,938
| -89% | -$6.41M | 0.01% | 381 |
|
|
2022
Q4 | $5.56M | Buy |
68,553
+58,273
| +567% | +$4.73M | 0.06% | 134 |
|
|
2022
Q3 | $1.14M | Sell |
10,280
-2,172
| -17% | -$240K | 0.01% | 302 |
|
|
2022
Q2 | $1.61M | Buy |
12,452
+1,273
| +11% | +$165K | 0.02% | 244 |
|
|
2022
Q1 | $1.66M | Buy |
11,179
+3,666
| +49% | +$546K | 0.02% | 240 |
|
|
2021
Q4 | $1.34M | Buy |
7,513
+62
| +0.8% | +$11K | 0.02% | 247 |
|
|
2021
Q3 | $1.31M | Buy |
7,451
+3,907
| +110% | +$685K | 0.02% | 211 |
|
|
2021
Q2 | $704K | Sell |
3,544
-668
| -16% | -$133K | 0.01% | 222 |
|
|
2021
Q1 | $811K | Sell |
4,212
-306
| -7% | -$58.9K | 0.02% | 183 |
|
|
2020
Q4 | $790K | Buy |
4,518
+374
| +9% | +$65.4K | 0.02% | 135 |
|
|
2020
Q3 | $664K | Buy |
4,144
+147
| +4% | +$23.6K | 0.02% | 124 |
|
|
2020
Q2 | $624K | Buy |
3,997
+2,391
| +149% | +$373K | 0.02% | 124 |
|
|
2020
Q1 | $219K | Buy |
1,606
+252
| +19% | +$34.4K | 0.01% | 232 |
|
|
2019
Q4 | $239K | Buy |
1,354
+304
| +29% | +$53.7K | 0.01% | 175 |
|
|
2019
Q3 | $173K | Buy |
1,050
+75
| +8% | +$12.4K | 0.01% | 185 |
|
|
2019
Q2 | $169K | Sell |
975
-400
| -29% | -$69.3K | 0.01% | 184 |
|
|
2019
Q1 | $286K | Buy |
1,375
+21
| +2% | +$4.37K | 0.01% | 134 |
|
|
2018
Q4 | $258K | Sell |
1,354
-159
| -11% | -$30.3K | 0.01% | 130 |
|
|
2018
Q3 | $319K | Buy |
1,513
+73
| +5% | +$15.4K | 0.01% | 123 |
|
|
2018
Q2 | $283K | Sell |
1,440
-109
| -7% | -$21.4K | 0.01% | 128 |
|
|
2018
Q1 | $340K | Sell |
1,549
-128
| -8% | -$28.1K | 0.03% | 86 |
|
|
2017
Q4 | $395K | Buy |
1,677
+256
| +18% | +$60.3K | 0.03% | 73 |
|
|
2017
Q3 | $298K | Hold |
1,421
| – | – | 0.02% | 91 |
|
|
2017
Q2 | $296K | Buy |
1,421
+459
| +48% | +$95.6K | 0.03% | 83 |
|
|
2017
Q1 | $184K | Sell |
962
-212
| -18% | -$40.5K | 0.02% | 107 |
|
|
2016
Q4 | $210K | Hold |
1,174
| – | – | 0.02% | 96 |
|
|
2016
Q3 | $207K | Buy |
1,174
+12
| +1% | +$2.12K | 0.02% | 95 |
|
|
2016
Q2 | $203K | Buy |
1,162
+15
| +1% | +$2.62K | 0.02% | 94 |
|
|
2016
Q1 | $191K | Sell |
1,147
-30
| -3% | -$5K | 0.02% | 99 |
|
|
2015
Q4 | $177K | Buy |
1,177
+212
| +22% | +$31.9K | 0.03% | 99 |
|
|
2015
Q3 | $137K | Buy |
965
+1
| +0.1% | +$142 | 0.05% | 107 |
|
|
2015
Q2 | $149K | Buy |
964
+466
| +94% | +$72K | 0.05% | 106 |
|
|
2015
Q1 | $82K | Buy |
+498
| New | +$82K | 0.03% | 163 |
|