AWM
Aries Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Hold |
5,748
| – | – | 0.23% | 100 |
|
|
2025
Q1 | $844K | Hold |
5,748
| – | – | 0.23% | 96 |
|
|
2024
Q4 | $742K | Sell |
5,748
-100
| -2% | -$12.9K | 0.2% | 108 |
|
|
2024
Q3 | $799K | Hold |
5,848
| – | – | 0.22% | 100 |
|
|
2024
Q2 | $598K | Hold |
5,848
| – | – | 0.19% | 109 |
|
|
2024
Q1 | $620K | Sell |
5,848
-90
| -2% | -$9.55K | 0.2% | 109 |
|
|
2023
Q4 | $649K | Sell |
5,938
-101
| -2% | -$11K | 0.23% | 100 |
|
|
2023
Q3 | $543K | Sell |
6,039
-160
| -3% | -$14.4K | 0.21% | 107 |
|
|
2023
Q2 | $620K | Sell |
6,199
-134
| -2% | -$13.4K | 0.24% | 101 |
|
|
2023
Q1 | $666K | Hold |
6,333
| – | – | 0.27% | 95 |
|
|
2022
Q4 | $759K | Buy |
6,333
+170
| +3% | +$20.4K | 0.33% | 79 |
|
|
2022
Q3 | $775K | Sell |
6,163
-174
| -3% | -$21.9K | 0.34% | 76 |
|
|
2022
Q2 | $820K | Buy |
+6,337
| New | +$820K | 0.37% | 73 |
|
|
2022
Q1 | – | Sell |
-6,337
| Closed | -$1.13M | – | 163 |
|
|
2021
Q4 | $1.13M | Buy |
6,337
+100
| +2% | +$17.8K | 0.43% | 61 |
|
|
2021
Q3 | $1.09M | Sell |
6,237
-37
| -0.6% | -$6.49K | 0.46% | 59 |
|
|
2021
Q2 | $1.25M | Buy |
6,274
+7
| +0.1% | +$1.39K | 0.53% | 52 |
|
|
2021
Q1 | $1.23M | Hold |
6,267
| – | – | 0.55% | 48 |
|
|
2020
Q4 | $1.04M | Sell |
6,267
-175
| -3% | -$29.2K | 0.52% | 51 |
|
|
2020
Q3 | $1.03M | Hold |
6,442
| – | – | 0.59% | 45 |
|
|
2020
Q2 | $1.01M | Sell |
6,442
-175
| -3% | -$27.3K | 0.61% | 46 |
|
|
2020
Q1 | $913K | Sell |
6,617
-462
| -7% | -$63.7K | 0.7% | 42 |
|
|
2019
Q4 | $1.26M | Sell |
7,079
-184
| -3% | -$32.9K | 0.77% | 36 |
|
|
2019
Q3 | $1.15M | Sell |
7,263
-1,405
| -16% | -$222K | 0.76% | 38 |
|
|
2019
Q2 | $1.49M | Hold |
8,668
| – | – | 1.04% | 29 |
|
|
2019
Q1 | $1.8M | Buy |
8,668
+1,062
| +14% | +$221K | 1.35% | 20 |
|
|
2018
Q4 | $1.45M | Sell |
7,606
-541
| -7% | -$103K | 1.54% | 17 |
|
|
2018
Q3 | $1.72M | Sell |
8,147
-217
| -3% | -$45.7K | 1.54% | 17 |
|
|
2018
Q2 | $1.78M | Sell |
8,364
-75
| -0.9% | -$15.9K | 1.64% | 17 |
|
|
2018
Q1 | $1.83M | Hold |
8,439
| – | – | 1.77% | 16 |
|
|
2017
Q4 | $2.09M | Buy |
+8,439
| New | +$2.09M | 1.93% | 14 |
|