CWA
Canvas Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.79M | Sell |
31,521
-2,525
| -7% | -$384K | 0.95% | 23 |
|
|
2025
Q1 | $4.64M | Sell |
34,046
-16,966
| -33% | -$2.31M | 1.19% | 22 |
|
|
2024
Q4 | $6.59M | Sell |
51,012
-6,731
| -12% | -$869K | 1.65% | 18 |
|
|
2024
Q3 | $7.89M | Sell |
57,743
-11,064
| -16% | -$1.51M | 2.18% | 16 |
|
|
2024
Q2 | $8.72M | Sell |
68,807
-21,243
| -24% | -$2.69M | 2.7% | 12 |
|
|
2024
Q1 | $8.19M | Buy |
90,050
+17,107
| +23% | +$1.56M | 2.75% | 13 |
|
|
2023
Q4 | $7.89M | Sell |
72,943
-2,290
| -3% | -$248K | 2.87% | 13 |
|
|
2023
Q3 | $6.51M | Buy |
75,233
+13,893
| +23% | +$1.2M | 2.68% | 13 |
|
|
2023
Q2 | $6.4M | Buy |
61,340
+26,680
| +77% | +$2.78M | 2.37% | 14 |
|
|
2023
Q1 | $3.65M | Buy |
34,660
+13,784
| +66% | +$1.45M | 1.53% | 16 |
|
|
2022
Q4 | $2.56M | Sell |
20,876
-572
| -3% | -$70.2K | 1.07% | 20 |
|
|
2022
Q3 | $2.63M | Buy |
21,448
+2,367
| +12% | +$290K | 1.12% | 21 |
|
|
2022
Q2 | $2.47M | Sell |
19,081
-83
| -0.4% | -$10.7K | 0.99% | 27 |
|
|
2022
Q1 | $2.84M | Buy |
19,164
+5,637
| +42% | +$835K | 1.04% | 24 |
|
|
2021
Q4 | $2.4M | Buy |
13,527
+1,209
| +10% | +$215K | 0.86% | 31 |
|
|
2021
Q3 | $2.16M | Buy |
12,318
+3,689
| +43% | +$647K | 0.88% | 30 |
|
|
2021
Q2 | $1.71M | Sell |
8,629
-564
| -6% | -$112K | 0.77% | 35 |
|
|
2021
Q1 | $1.82M | Buy |
+9,193
| New | +$1.82M | 1.06% | 25 |
|