BWFA
Baltimore-Washington Financial Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
2,067
+264
| +15% | +$40.2K | 0.01% | 137 |
|
|
2025
Q1 | $265K | Sell |
1,803
-33
| -2% | -$4.85K | 0.01% | 132 |
|
|
2024
Q4 | $237K | Buy |
1,836
+34
| +2% | +$4.39K | 0.01% | 135 |
|
|
2024
Q3 | $246K | Buy |
+1,802
| New | +$246K | 0.01% | 131 |
|
|
2023
Q3 | – | Sell |
-2,147
| Closed | -$215K | – | 146 |
|
|
2023
Q2 | $215K | Sell |
2,147
-373
| -15% | -$37.3K | 0.02% | 129 |
|
|
2023
Q1 | $265K | Buy |
2,520
+229
| +10% | +$24.1K | 0.02% | 120 |
|
|
2022
Q4 | $275K | Sell |
2,291
-98
| -4% | -$11.8K | 0.03% | 120 |
|
|
2022
Q3 | $265K | Buy |
2,389
+70
| +3% | +$7.77K | 0.02% | 134 |
|
|
2022
Q2 | $300K | Sell |
2,319
-124
| -5% | -$16K | 0.03% | 106 |
|
|
2022
Q1 | $467K | Sell |
2,443
-236
| -9% | -$45.1K | 0.05% | 109 |
|
|
2021
Q4 | $475K | Buy |
2,679
+136
| +5% | +$24.1K | 0.04% | 95 |
|
|
2021
Q3 | $446K | Buy |
2,543
+101
| +4% | +$17.7K | 0.04% | 96 |
|
|
2021
Q2 | $485K | Buy |
2,442
+1
| +0% | +$199 | 0.05% | 96 |
|
|
2021
Q1 | $470K | Buy |
2,441
+1
| +0% | +$193 | 0.05% | 94 |
|
|
2020
Q4 | $426K | Hold |
2,440
| – | – | 0.05% | 96 |
|
|
2020
Q3 | $390K | Sell |
2,440
-353
| -13% | -$56.4K | 0.05% | 92 |
|
|
2020
Q2 | $435K | Sell |
2,793
-237
| -8% | -$36.9K | 0.06% | 95 |
|
|
2020
Q1 | $413K | Sell |
3,030
-27
| -0.9% | -$3.68K | 0.07% | 93 |
|
|
2019
Q4 | $539K | Sell |
3,057
-200
| -6% | -$35.3K | 0.08% | 88 |
|
|
2019
Q3 | $535K | Sell |
3,257
-34,809
| -91% | -$5.72M | 0.09% | 88 |
|
|
2019
Q2 | $6.6M | Sell |
38,066
-1,788
| -4% | -$310K | 1.11% | 43 |
|
|
2019
Q1 | $8.28M | Sell |
39,854
-1,257
| -3% | -$261K | 1.45% | 29 |
|
|
2018
Q4 | $7.83M | Sell |
41,111
-666
| -2% | -$127K | 1.62% | 26 |
|
|
2018
Q3 | $8.8M | Sell |
41,777
-509
| -1% | -$107K | 1.59% | 29 |
|
|
2018
Q2 | $8.32M | Sell |
42,286
-655
| -2% | -$129K | 1.65% | 28 |
|
|
2018
Q1 | $9.43M | Buy |
42,941
+634
| +1% | +$139K | 2.06% | 14 |
|
|
2017
Q4 | $9.96M | Sell |
42,307
-500
| -1% | -$118K | 2.09% | 12 |
|
|
2017
Q3 | $8.99M | Buy |
42,807
+691
| +2% | +$145K | 2.04% | 13 |
|
|
2017
Q2 | $8.77M | Buy |
42,116
+656
| +2% | +$137K | 2.11% | 15 |
|
|
2017
Q1 | $7.93M | Sell |
41,460
-680
| -2% | -$130K | 2.02% | 19 |
|
|
2016
Q4 | $7.53M | Sell |
42,140
-800
| -2% | -$143K | 2.06% | 18 |
|
|
2016
Q3 | $7.57M | Sell |
42,940
-847
| -2% | -$149K | 2.15% | 15 |
|
|
2016
Q2 | $7.67M | Buy |
43,787
+186
| +0.4% | +$32.6K | 2.28% | 14 |
|
|
2016
Q1 | $7.27M | Buy |
43,601
+2,709
| +7% | +$451K | 2.2% | 11 |
|
|
2015
Q4 | $6.16M | Buy |
40,892
+1,736
| +4% | +$262K | 1.93% | 16 |
|
|
2015
Q3 | $5.55M | Buy |
39,156
+502
| +1% | +$71.2K | 1.76% | 16 |
|
|
2015
Q2 | $5.96M | Sell |
38,654
-938
| -2% | -$145K | 1.77% | 14 |
|
|
2015
Q1 | $6.53M | Sell |
39,592
-895
| -2% | -$148K | 1.9% | 10 |
|
|
2014
Q4 | $6.65M | Buy |
40,487
+1,136
| +3% | +$187K | 1.98% | 9 |
|
|
2014
Q3 | $5.58M | Sell |
39,351
-100
| -0.3% | -$14.2K | 1.79% | 17 |
|
|
2014
Q2 | $5.65M | Buy |
39,451
+790
| +2% | +$113K | 1.76% | 20 |
|
|
2014
Q1 | $5.25M | Buy |
38,661
+849
| +2% | +$115K | 1.79% | 20 |
|
|
2013
Q4 | $5.3M | Buy |
37,812
+800
| +2% | +$112K | 1.79% | 14 |
|
|
2013
Q3 | $4.42M | Sell |
37,012
-465
| -1% | -$55.5K | 1.75% | 21 |
|
|
2013
Q2 | $4.1M | Buy |
+37,477
| New | +$4.1M | 1.78% | 15 |
|