EWA
EP Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
26,607
+1,795
| +7% | +$273K | 0.03% | 293 |
|
|
2025
Q1 | $3.64M | Buy |
24,812
+660
| +3% | +$96.9K | 0.03% | 263 |
|
|
2024
Q4 | $3.12M | Buy |
24,152
+1,226
| +5% | +$158K | 0.03% | 279 |
|
|
2024
Q3 | $3.13M | Buy |
22,926
+8,439
| +58% | +$1.15M | 0.03% | 274 |
|
|
2024
Q2 | $1.48M | Buy |
14,487
+143
| +1% | +$14.6K | 0.02% | 327 |
|
|
2024
Q1 | $1.52M | Buy |
14,344
+2,953
| +26% | +$313K | 0.02% | 308 |
|
|
2023
Q4 | $1.25M | Buy |
11,391
+702
| +7% | +$76.7K | 0.02% | 335 |
|
|
2023
Q3 | $1M | Sell |
10,689
-6,485,557
| -100% | -$607M | 0.02% | 329 |
|
|
2023
Q2 | $1.14M | Buy |
6,496,246
+6,487,127
| +71,139% | +$1.14M | 0.02% | 307 |
|
|
2023
Q1 | $364K | Sell |
9,119
-1,522
| -14% | -$60.8K | 0.01% | 452 |
|
|
2022
Q4 | $1.28M | Sell |
10,641
-726
| -6% | -$87.1K | 0.02% | 251 |
|
|
2022
Q3 | $1.26M | Buy |
11,367
+894
| +9% | +$98.8K | 0.03% | 221 |
|
|
2022
Q2 | $1.36M | Sell |
10,473
-898
| -8% | -$116K | 0.03% | 225 |
|
|
2022
Q1 | $1.69M | Sell |
11,371
-141
| -1% | -$21K | 0.04% | 212 |
|
|
2021
Q4 | $2.05M | Sell |
11,512
-446
| -4% | -$79.2K | 0.05% | 181 |
|
|
2021
Q3 | $2.1M | Sell |
11,958
-2,310
| -16% | -$405K | 0.06% | 159 |
|
|
2021
Q2 | $2.83M | Sell |
14,268
-660
| -4% | -$131K | 0.08% | 152 |
|
|
2021
Q1 | $2.88M | Buy |
14,928
+6,318
| +73% | +$1.22M | 0.09% | 138 |
|
|
2020
Q4 | $1.51M | Buy |
8,610
+381
| +5% | +$66.6K | 0.05% | 149 |
|
|
2020
Q3 | $1.32M | Sell |
8,229
-1,412
| -15% | -$226K | 0.06% | 144 |
|
|
2020
Q2 | $1.5M | Sell |
9,641
-1,377
| -12% | -$215K | 0.06% | 137 |
|
|
2020
Q1 | $1.5M | Sell |
11,018
-2,163
| -16% | -$295K | 0.07% | 133 |
|
|
2019
Q4 | $2.33M | Sell |
13,181
-1,347
| -9% | -$238K | 0.1% | 125 |
|
|
2019
Q3 | $2.39M | Buy |
14,528
+2,043
| +16% | +$336K | 0.12% | 97 |
|
|
2019
Q2 | $2.16M | Buy |
12,485
+5,463
| +78% | +$947K | 0.14% | 80 |
|
|
2019
Q1 | $1.46M | Sell |
7,022
-774
| -10% | -$161K | 0.14% | 90 |
|
|
2018
Q4 | $1.49M | Sell |
7,796
-504
| -6% | -$96K | 0.11% | 99 |
|
|
2018
Q3 | $1.75M | Sell |
8,300
-85,301
| -91% | -$18M | 0.14% | 84 |
|
|
2018
Q2 | $18.4M | Buy |
93,601
+9,780
| +12% | +$1.92M | 1.74% | 10 |
|
|
2018
Q1 | $18.4M | Buy |
83,821
+3,566
| +4% | +$783K | 1.78% | 8 |
|
|
2017
Q4 | $18.9M | Buy |
80,255
+1,091
| +1% | +$257K | 1.99% | 8 |
|
|
2017
Q3 | $16.6M | Buy |
79,164
+1,524
| +2% | +$320K | 1.92% | 8 |
|
|
2017
Q2 | $16.2M | Buy |
77,640
+207
| +0.3% | +$43.1K | 1.98% | 9 |
|
|
2017
Q1 | $14.8M | Buy |
77,433
+3,000
| +4% | +$574K | 2.04% | 8 |
|
|
2016
Q4 | $11.6M | Buy |
74,433
+1,735
| +2% | +$270K | 1.7% | 12 |
|
|
2016
Q3 | $12.8M | Sell |
72,698
-317
| -0.4% | -$55.9K | 2% | 9 |
|
|
2016
Q2 | $12.8M | Sell |
73,015
-5,948
| -8% | -$1.04M | 2.04% | 8 |
|
|
2016
Q1 | $13.2M | Sell |
78,963
-19,936
| -20% | -$3.32M | 2.02% | 8 |
|
|
2015
Q4 | $14.9M | Buy |
98,899
+2,968
| +3% | +$447K | 2.5% | 6 |
|
|
2015
Q3 | $13.6M | Buy |
95,931
+2,225
| +2% | +$315K | 2.59% | 8 |
|
|
2015
Q2 | $14.5M | Buy |
93,706
+2,319
| +3% | +$358K | 2.71% | 8 |
|
|
2015
Q1 | $15.1M | Sell |
91,387
-750
| -0.8% | -$124K | 2.83% | 6 |
|
|
2014
Q4 | $15.1M | Sell |
92,137
-754
| -0.8% | -$124K | 2.5% | 7 |
|
|
2014
Q3 | $13.2M | Buy |
92,891
+4,540
| +5% | +$643K | 2.13% | 12 |
|
|
2014
Q2 | $12.7M | Buy |
88,351
+2,448
| +3% | +$351K | 2.94% | 10 |
|
|
2014
Q1 | $11.7M | Buy |
85,903
+2,073
| +2% | +$281K | 3.19% | 9 |
|
|
2013
Q4 | $11.8M | Buy |
83,830
+2,554
| +3% | +$358K | 3.05% | 7 |
|
|
2013
Q3 | $9.71M | Buy |
81,276
+640
| +0.8% | +$76.4K | 3.05% | 10 |
|
|
2013
Q2 | $8.82M | Buy |
+80,636
| New | +$8.82M | 3.18% | 13 |
|