BWA
Burt Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
3,005
+920
| +44% | +$140K | 0.1% | 73 |
|
|
2025
Q1 | $306K | Hold |
2,085
| – | – | 0.08% | 89 |
|
|
2024
Q4 | $269K | Sell |
2,085
-145
| -7% | -$18.7K | 0.07% | 98 |
|
|
2024
Q3 | $305K | Sell |
2,230
-8
| -0.4% | -$1.09K | 0.08% | 91 |
|
|
2024
Q2 | $229K | Buy |
2,238
+8
| +0.4% | +$818 | 0.06% | 102 |
|
|
2024
Q1 | $237K | Hold |
2,230
| – | – | 0.06% | 109 |
|
|
2023
Q4 | $244K | Hold |
2,230
| – | – | 0.07% | 99 |
|
|
2023
Q3 | $209K | Hold |
2,230
| – | – | 0.06% | 97 |
|
|
2023
Q2 | $223K | Hold |
2,230
| – | – | 0.07% | 97 |
|
|
2023
Q1 | $234K | Hold |
2,230
| – | – | 0.07% | 98 |
|
|
2022
Q4 | $267K | Hold |
2,230
| – | – | 0.09% | 89 |
|
|
2022
Q3 | $246K | Buy |
2,230
+75
| +3% | +$8.27K | 0.1% | 74 |
|
|
2022
Q2 | $279K | Hold |
2,155
| – | – | 0.1% | 74 |
|
|
2022
Q1 | $321K | Hold |
2,155
| – | – | 0.1% | 72 |
|
|
2021
Q4 | $383K | Hold |
2,155
| – | – | 0.13% | 60 |
|
|
2021
Q3 | $378K | Hold |
2,155
| – | – | 0.12% | 64 |
|
|
2021
Q2 | $428K | Hold |
2,155
| – | – | 0.15% | 51 |
|
|
2021
Q1 | $415K | Hold |
2,155
| – | – | 0.15% | 52 |
|
|
2020
Q4 | $377K | Hold |
2,155
| – | – | 0.13% | 56 |
|
|
2020
Q3 | $345K | Sell |
2,155
-60
| -3% | -$9.61K | 0.13% | 57 |
|
|
2020
Q2 | $346K | Buy |
2,215
+60
| +3% | +$9.37K | 0.14% | 51 |
|
|
2020
Q1 | $294K | Sell |
2,155
-135
| -6% | -$18.4K | 0.13% | 59 |
|
|
2019
Q4 | $404K | Sell |
2,290
-1,014
| -31% | -$179K | 0.16% | 48 |
|
|
2019
Q3 | $543K | Hold |
3,304
| – | – | 0.22% | 37 |
|
|
2019
Q2 | $573K | Hold |
3,304
| – | – | 0.25% | 35 |
|
|
2019
Q1 | $687K | Sell |
3,304
-200
| -6% | -$41.6K | 0.31% | 28 |
|
|
2018
Q4 | $668K | Hold |
3,504
| – | – | 0.32% | 36 |
|
|
2018
Q3 | $738K | Sell |
3,504
-50
| -1% | -$10.5K | 0.33% | 27 |
|
|
2018
Q2 | $699K | Hold |
3,554
| – | – | 0.34% | 25 |
|
|
2018
Q1 | $780K | Hold |
3,554
| – | – | 0.4% | 24 |
|
|
2017
Q4 | $837K | Sell |
3,554
-173
| -5% | -$40.7K | 0.52% | 19 |
|
|
2017
Q3 | $782K | Sell |
3,727
-75
| -2% | -$15.7K | 0.51% | 17 |
|
|
2017
Q2 | $791K | Hold |
3,802
| – | – | 0.55% | 19 |
|
|
2017
Q1 | $727K | Sell |
3,802
-100
| -3% | -$19.1K | 0.52% | 20 |
|
|
2016
Q4 | $697K | Sell |
3,902
-46
| -1% | -$8.22K | 0.62% | 22 |
|
|
2016
Q3 | $695K | Sell |
3,948
-371
| -9% | -$65.3K | 0.74% | 18 |
|
|
2016
Q2 | $756K | Hold |
4,319
| – | – | 0.84% | 15 |
|
|
2016
Q1 | $720K | Hold |
4,319
| – | – | 0.66% | 16 |
|
|
2015
Q4 | $650K | Hold |
4,319
| – | – | 0.52% | 26 |
|
|
2015
Q3 | $612K | Hold |
4,319
| – | – | 0.76% | 20 |
|
|
2015
Q2 | $666K | Hold |
4,319
| – | – | 0.72% | 24 |
|
|
2015
Q1 | $712K | Sell |
4,319
-212
| -5% | -$34.9K | 0.72% | 16 |
|
|
2014
Q4 | $745K | Buy |
+4,531
| New | +$745K | 0.79% | 18 |
|