AWM
Ameliora Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Hold |
750
| – | – | 0.04% | 128 |
|
|
2025
Q1 | $110K | Hold |
750
| – | – | 0.04% | 130 |
|
|
2024
Q4 | $96.8K | Buy |
+750
| New | +$96.8K | 0.04% | 136 |
|
|
2023
Q2 | – | Sell |
-1,400
| Closed | -$147K | – | 213 |
|
|
2023
Q1 | $147K | Hold |
1,400
| – | – | 0.09% | 96 |
|
|
2022
Q4 | $168K | Sell |
1,400
-1,822
| -57% | -$218K | 0.09% | 77 |
|
|
2022
Q3 | $351K | Sell |
3,222
-103
| -3% | -$11.2K | 0.19% | 59 |
|
|
2022
Q2 | $430K | Buy |
+3,325
| New | +$430K | 0.51% | 26 |
|