BWA
BDO Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $147K | Buy |
1,464
+1
| +0.1% | +$100 | 0.02% | 293 |
|
|
2023
Q1 | $154K | Sell |
1,463
-32
| -2% | -$3.36K | 0.02% | 274 |
|
|
2022
Q4 | $179K | Buy |
1,495
+1
| +0.1% | +$120 | 0.02% | 271 |
|
|
2022
Q3 | $165K | Hold |
1,494
| – | – | 0.02% | 268 |
|
|
2022
Q2 | $193K | Hold |
1,494
| – | – | 0.02% | 253 |
|
|
2022
Q1 | $222K | Sell |
1,494
-49
| -3% | -$7.28K | 0.02% | 256 |
|
|
2021
Q4 | $274K | Buy |
1,543
+104
| +7% | +$18.5K | 0.03% | 243 |
|
|
2021
Q3 | $253K | Hold |
1,439
| – | – | 0.03% | 251 |
|
|
2021
Q2 | $286K | Sell |
1,439
-33
| -2% | -$6.56K | 0.03% | 243 |
|
|
2021
Q1 | $284K | Sell |
1,472
-79
| -5% | -$15.2K | 0.03% | 239 |
|
|
2020
Q4 | $271K | Buy |
1,551
+60
| +4% | +$10.5K | 0.04% | 210 |
|
|
2020
Q3 | $239K | Buy |
1,491
+46
| +3% | +$7.37K | 0.04% | 200 |
|
|
2020
Q2 | $225K | Sell |
1,445
-20
| -1% | -$3.11K | 0.04% | 203 |
|
|
2020
Q1 | $200K | Buy |
1,465
+1,236
| +540% | +$169K | 0.04% | 205 |
|
|
2019
Q4 | $40K | Sell |
229
-113
| -33% | -$19.7K | 0.01% | 316 |
|
|
2019
Q3 | $56K | Buy |
342
+1
| +0.3% | +$164 | 0.01% | 295 |
|
|
2019
Q2 | $59K | Sell |
341
-238
| -41% | -$41.2K | 0.02% | 286 |
|
|
2019
Q1 | $120K | Buy |
579
+52
| +10% | +$10.8K | 0.03% | 213 |
|
|
2018
Q4 | $100K | Buy |
527
+2
| +0.4% | +$380 | 0.03% | 203 |
|
|
2018
Q3 | $111K | Sell |
525
-194
| -27% | -$41K | 0.04% | 210 |
|
|
2018
Q2 | $141K | Buy |
719
+7
| +1% | +$1.37K | 0.05% | 184 |
|
|
2018
Q1 | $156K | Buy |
712
+557
| +359% | +$122K | 0.06% | 143 |
|
|
2017
Q4 | $36K | Buy |
155
+95
| +158% | +$22.1K | 0.02% | 234 |
|
|
2017
Q3 | $13K | Sell |
60
-263
| -81% | -$57K | 0.01% | 291 |
|
|
2017
Q2 | $67K | Buy |
+323
| New | +$67K | 0.03% | 209 |
|