DWA
Dougherty Wealth Advisers’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.13K | Hold |
60
| – | – | 0.01% | 102 |
|
|
2025
Q1 | $8.81K | Hold |
60
| – | – | 0.01% | 102 |
|
|
2024
Q4 | $7.75K | Hold |
60
| – | – | 0.01% | 105 |
|
|
2024
Q3 | $8.2K | Buy |
+60
| New | +$8.2K | 0.01% | 102 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$16K | – | 156 |
|
|
2020
Q2 | $16K | Hold |
100
| – | – | 0.06% | 143 |
|
|
2020
Q1 | $14K | Hold |
100
| – | – | 0.06% | 147 |
|
|
2019
Q4 | $18K | Hold |
100
| – | – | 0.06% | 153 |
|
|
2019
Q3 | $16K | Sell |
100
-200
| -67% | -$32K | 0.05% | 157 |
|
|
2019
Q2 | $52K | Buy |
300
+200
| +200% | +$34.7K | 0.15% | 113 |
|
|
2019
Q1 | $21K | Hold |
100
| – | – | 0.07% | 149 |
|
|
2018
Q4 | $20K | Buy |
+100
| New | +$20K | 0.07% | 156 |
|