AOWM
Alpha Omega Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
2,344
-87
| -4% | -$13.2K | 0.06% | 163 |
|
|
2025
Q1 | $357K | Sell |
2,431
-110
| -4% | -$16.2K | 0.07% | 162 |
|
|
2024
Q4 | $328K | Sell |
2,541
-68
| -3% | -$8.78K | 0.06% | 166 |
|
|
2024
Q3 | $357K | Buy |
2,609
+153
| +6% | +$20.9K | 0.07% | 166 |
|
|
2024
Q2 | $251K | Hold |
2,456
| – | – | 0.05% | 185 |
|
|
2024
Q1 | $261K | Sell |
2,456
-188
| -7% | -$19.9K | 0.05% | 182 |
|
|
2023
Q4 | $289K | Sell |
2,644
-190
| -7% | -$20.8K | 0.05% | 177 |
|
|
2023
Q3 | $265K | Buy |
2,834
+240
| +9% | +$22.5K | 0.05% | 180 |
|
|
2023
Q2 | $260K | Sell |
2,594
-135
| -5% | -$13.5K | 0.04% | 185 |
|
|
2023
Q1 | $287K | Buy |
2,729
+30
| +1% | +$3.15K | 0.05% | 180 |
|
|
2022
Q4 | $324K | Sell |
2,699
-83
| -3% | -$9.95K | 0.06% | 167 |
|
|
2022
Q3 | $307K | Sell |
2,782
-335
| -11% | -$37K | 0.06% | 166 |
|
|
2022
Q2 | $403K | Sell |
3,117
-4
| -0.1% | -$517 | 0.07% | 149 |
|
|
2022
Q1 | $465K | Buy |
3,121
+50
| +2% | +$7.45K | 0.07% | 155 |
|
|
2021
Q4 | $556K | Hold |
3,071
| – | – | 0.09% | 150 |
|
|
2021
Q3 | $539K | Buy |
3,071
+25
| +0.8% | +$4.39K | 0.09% | 147 |
|
|
2021
Q2 | $605K | Buy |
3,046
+150
| +5% | +$29.8K | 0.1% | 142 |
|
|
2021
Q1 | $558K | Sell |
2,896
-155
| -5% | -$29.9K | 0.1% | 139 |
|
|
2020
Q4 | $533K | Sell |
3,051
-21
| -0.7% | -$3.67K | 0.09% | 135 |
|
|
2020
Q3 | $492K | Buy |
3,072
+157
| +5% | +$25.1K | 0.07% | 128 |
|
|
2020
Q2 | $455K | Sell |
2,915
-36
| -1% | -$5.62K | 0.07% | 131 |
|
|
2020
Q1 | $403K | Buy |
2,951
+444
| +18% | +$60.6K | 0.07% | 134 |
|
|
2019
Q4 | $442K | Sell |
2,507
-235
| -9% | -$41.4K | 0.07% | 143 |
|
|
2019
Q3 | $475K | Buy |
2,742
+2,024
| +282% | +$351K | 0.08% | 141 |
|
|
2019
Q2 | $124K | Hold |
718
| – | – | 0.05% | 173 |
|
|
2019
Q1 | $149K | Buy |
718
+5
| +0.7% | +$1.04K | 0.07% | 154 |
|
|
2018
Q4 | $136K | Hold |
713
| – | – | 0.07% | 149 |
|
|
2018
Q3 | $150K | Hold |
713
| – | – | 0.07% | 149 |
|
|
2018
Q2 | $140K | Sell |
713
-100
| -12% | -$19.6K | 0.07% | 149 |
|
|
2018
Q1 | $178K | Buy |
813
+21
| +3% | +$4.6K | 0.09% | 126 |
|
|
2017
Q4 | $186K | Buy |
792
+150
| +23% | +$35.2K | 0.09% | 127 |
|
|
2017
Q3 | $135K | Sell |
642
-150
| -19% | -$31.5K | 0.07% | 152 |
|
|
2017
Q2 | $165K | Hold |
792
| – | – | 0.08% | 140 |
|
|
2017
Q1 | $152K | Hold |
792
| – | – | 0.08% | 148 |
|
|
2016
Q4 | $141K | Buy |
792
+552
| +230% | +$98.3K | 0.07% | 155 |
|
|
2016
Q3 | $42K | Hold |
240
| – | – | 0.03% | 113 |
|
|
2016
Q2 | $42K | Hold |
240
| – | – | 0.04% | 114 |
|
|
2016
Q1 | $40K | Buy |
240
+90
| +60% | +$15K | 0.03% | 112 |
|
|
2015
Q4 | $23K | Buy |
+150
| New | +$23K | 0.02% | 126 |
|