AWM
Avior Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
8,076
-4
| -0% | -$609 | 0.04% | 255 |
|
|
2025
Q1 | $1.19M | Buy |
8,080
+63
| +0.8% | +$9.25K | 0.05% | 239 |
|
|
2024
Q4 | $1.03M | Sell |
8,017
-1,779
| -18% | -$230K | 0.04% | 280 |
|
|
2024
Q3 | $1.34M | Sell |
9,796
-208
| -2% | -$28.4K | 0.05% | 228 |
|
|
2024
Q2 | $1.02M | Sell |
10,004
-1,054
| -10% | -$108K | 0.04% | 269 |
|
|
2024
Q1 | $1.17M | Buy |
11,058
+343
| +3% | +$36.4K | 0.05% | 253 |
|
|
2023
Q4 | $1.17M | Sell |
10,715
-431
| -4% | -$47.1K | 0.07% | 182 |
|
|
2023
Q3 | $1.04M | Sell |
11,146
-413
| -4% | -$38.7K | 0.07% | 180 |
|
|
2023
Q2 | $1.16M | Sell |
11,559
-1,202
| -9% | -$120K | 0.08% | 179 |
|
|
2023
Q1 | $1.34M | Buy |
12,761
+5,622
| +79% | +$591K | 0.09% | 163 |
|
|
2022
Q4 | $856K | Buy |
7,139
+15
| +0.2% | +$1.8K | 0.06% | 207 |
|
|
2022
Q3 | $787K | Buy |
7,124
+1,282
| +22% | +$142K | 0.07% | 196 |
|
|
2022
Q2 | $756K | Sell |
5,842
-2,197
| -27% | -$284K | 0.08% | 187 |
|
|
2022
Q1 | $1.2M | Sell |
8,039
-72
| -0.9% | -$10.7K | 0.1% | 142 |
|
|
2021
Q4 | $1.44M | Sell |
8,111
-3,919
| -33% | -$696K | 0.12% | 137 |
|
|
2021
Q3 | $2.11M | Buy |
12,030
+6,460
| +116% | +$1.13M | 0.17% | 105 |
|
|
2021
Q2 | $1.11M | Sell |
5,570
-60
| -1% | -$11.9K | 0.11% | 163 |
|
|
2021
Q1 | $1.08M | Sell |
5,630
-5,075
| -47% | -$976K | 0.12% | 164 |
|
|
2020
Q4 | $1.87M | Sell |
10,705
-806
| -7% | -$141K | 0.23% | 96 |
|
|
2020
Q3 | $1.84M | Buy |
11,511
+1,318
| +13% | +$211K | 0.26% | 89 |
|
|
2020
Q2 | $1.59M | Sell |
10,193
-707
| -6% | -$110K | 0.25% | 98 |
|
|
2020
Q1 | $1.49M | Buy |
10,900
+235
| +2% | +$32.1K | 0.29% | 91 |
|
|
2019
Q4 | $1.88M | Buy |
10,665
+567
| +6% | +$100K | 0.3% | 86 |
|
|
2019
Q3 | $1.66M | Buy |
10,098
+482
| +5% | +$79.2K | 0.29% | 92 |
|
|
2019
Q2 | $1.67M | Buy |
9,616
+2,938
| +44% | +$509K | 0.3% | 89 |
|
|
2019
Q1 | $1.39M | Buy |
6,678
+19
| +0.3% | +$3.95K | 0.29% | 88 |
|
|
2018
Q4 | $1.28M | Sell |
6,659
-620
| -9% | -$119K | 0.31% | 83 |
|
|
2018
Q3 | $1.53M | Sell |
7,279
-134
| -2% | -$28.2K | 0.33% | 81 |
|
|
2018
Q2 | $1.47M | Buy |
7,413
+166
| +2% | +$32.9K | 0.33% | 79 |
|
|
2018
Q1 | $1.59M | Sell |
7,247
-202
| -3% | -$44.2K | 0.37% | 77 |
|
|
2017
Q4 | $1.74M | Sell |
7,449
-134
| -2% | -$31.2K | 0.39% | 72 |
|
|
2017
Q3 | $1.57M | Buy |
7,583
+221
| +3% | +$45.8K | 0.52% | 63 |
|
|
2017
Q2 | $1.51M | Sell |
7,362
-233
| -3% | -$47.9K | 0.62% | 50 |
|
|
2017
Q1 | $1.45M | Sell |
7,595
-164
| -2% | -$31.2K | 0.48% | 70 |
|
|
2016
Q4 | $1.39M | Buy |
7,759
+96
| +1% | +$17.2K | 0.52% | 66 |
|
|
2016
Q3 | $1.35M | Buy |
7,663
+672
| +10% | +$119K | 0.53% | 63 |
|
|
2016
Q2 | $1.22M | Sell |
6,991
-9
| -0.1% | -$1.57K | 0.52% | 65 |
|
|
2016
Q1 | $1.17M | Buy |
7,000
+596
| +9% | +$99.3K | 0.52% | 68 |
|
|
2015
Q4 | $965K | Sell |
6,404
-2,671
| -29% | -$402K | 0.53% | 66 |
|
|
2015
Q3 | $1.29M | Buy |
9,075
+8,610
| +1,852% | +$1.22M | 0.76% | 33 |
|
|
2015
Q2 | $73K | Sell |
465
-110
| -19% | -$17.3K | 0.06% | 114 |
|
|
2015
Q1 | $95K | Buy |
575
+45
| +8% | +$7.44K | 0.07% | 98 |
|
|
2014
Q4 | $87K | Hold |
530
| – | – | 0.07% | 101 |
|
|
2014
Q3 | $75K | Sell |
530
-40
| -7% | -$5.66K | 0.06% | 108 |
|
|
2014
Q2 | $82K | Sell |
570
-240
| -30% | -$34.5K | 0.07% | 105 |
|
|
2014
Q1 | $110K | Buy |
+810
| New | +$110K | 0.09% | 85 |
|