AWA
Amplius Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
+1,555
| New | +$237K | 0.02% | 185 |
|
|
2023
Q1 | – | Sell |
-1,925
| Closed | -$231K | – | 169 |
|
|
2022
Q4 | $231K | Buy |
+1,925
| New | +$231K | 0.04% | 140 |
|
|
2022
Q1 | – | Sell |
-909
| Closed | -$161K | – | 620 |
|
|
2021
Q4 | $161K | Buy |
+909
| New | +$161K | 0.02% | 203 |
|