FMWA
Forvis Mazars Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
15,722
-139
| -0.9% | -$21.2K | 0.05% | 142 |
|
|
2025
Q1 | $2.33M | Buy |
15,861
+4,381
| +38% | +$643K | 0.06% | 140 |
|
|
2024
Q4 | $1.48M | Buy |
11,480
+147
| +1% | +$19K | 0.03% | 185 |
|
|
2024
Q3 | $1.55M | Sell |
11,333
-4,470
| -28% | -$611K | 0.04% | 185 |
|
|
2024
Q2 | $1.61M | Buy |
15,803
+5,394
| +52% | +$551K | 0.04% | 175 |
|
|
2024
Q1 | $1.1M | Sell |
10,409
-984
| -9% | -$104K | 0.03% | 205 |
|
|
2023
Q4 | $1.25M | Sell |
11,393
-1,093
| -9% | -$119K | 0.03% | 188 |
|
|
2023
Q3 | $1.17M | Sell |
12,486
-3,467
| -22% | -$325K | 0.04% | 190 |
|
|
2023
Q2 | $1.6M | Buy |
15,953
+3,824
| +32% | +$383K | 0.05% | 184 |
|
|
2023
Q1 | $1.27M | Buy |
12,129
+15
| +0.1% | +$1.58K | 0.04% | 184 |
|
|
2022
Q4 | $1.45M | Sell |
12,114
-2,123
| -15% | -$255K | 0.05% | 170 |
|
|
2022
Q3 | $1.57M | Buy |
14,237
+243
| +2% | +$26.8K | 0.06% | 158 |
|
|
2022
Q2 | $1.81M | Sell |
13,994
-298
| -2% | -$38.6K | 0.07% | 135 |
|
|
2022
Q1 | $2.13M | Buy |
14,292
+613
| +4% | +$91.3K | 0.09% | 105 |
|
|
2021
Q4 | $2.43M | Sell |
13,679
-78
| -0.6% | -$13.9K | 0.1% | 91 |
|
|
2021
Q3 | $2.41M | Sell |
13,757
-206
| -1% | -$36.1K | 0.11% | 85 |
|
|
2021
Q2 | $2.77M | Sell |
13,963
-2,427
| -15% | -$482K | 0.13% | 78 |
|
|
2021
Q1 | $3.16M | Sell |
16,390
-1,465
| -8% | -$282K | 0.16% | 70 |
|
|
2020
Q4 | $3.12M | Sell |
17,855
-47,754
| -73% | -$8.35M | 0.16% | 71 |
|
|
2020
Q3 | $2.56M | Buy |
65,609
+49,554
| +309% | +$1.93M | 0.15% | 71 |
|
|
2020
Q2 | $2.5M | Sell |
16,055
-1,005
| -6% | -$157K | 0.16% | 69 |
|
|
2020
Q1 | $2.33M | Sell |
17,060
-1,294
| -7% | -$177K | 0.19% | 57 |
|
|
2019
Q4 | $3.24M | Sell |
18,354
-2,193
| -11% | -$387K | 0.23% | 54 |
|
|
2019
Q3 | $3.38M | Buy |
20,547
+1,058
| +5% | +$174K | 0.27% | 48 |
|
|
2019
Q2 | $3.38M | Sell |
19,489
-261
| -1% | -$45.2K | 0.27% | 50 |
|
|
2019
Q1 | $4.1M | Buy |
19,750
+1,071
| +6% | +$223K | 0.34% | 40 |
|
|
2018
Q4 | $3.56M | Sell |
18,679
-682
| -4% | -$130K | 0.36% | 33 |
|
|
2018
Q3 | $4.08M | Buy |
19,361
+260
| +1% | +$54.8K | 0.36% | 36 |
|
|
2018
Q2 | $3.76M | Buy |
19,101
+670
| +4% | +$132K | 0.37% | 37 |
|
|
2018
Q1 | $4.05M | Sell |
18,431
-243
| -1% | -$53.3K | 0.41% | 31 |
|
|
2017
Q4 | $4.4M | Buy |
18,674
+360
| +2% | +$84.7K | 0.44% | 28 |
|
|
2017
Q3 | $3.84M | Buy |
18,314
+363
| +2% | +$76.2K | 0.42% | 27 |
|
|
2017
Q2 | $3.74M | Sell |
17,951
-72
| -0.4% | -$15K | 0.42% | 31 |
|
|
2017
Q1 | $3.45M | Sell |
18,023
-104
| -0.6% | -$19.9K | 0.42% | 31 |
|
|
2016
Q4 | $3.24M | Buy |
18,127
+189
| +1% | +$33.8K | 0.42% | 36 |
|
|
2016
Q3 | $3.16M | Buy |
17,938
+37
| +0.2% | +$6.52K | 0.44% | 30 |
|
|
2016
Q2 | $3.14M | Sell |
17,901
-206
| -1% | -$36.1K | 0.47% | 33 |
|
|
2016
Q1 | $3.02M | Sell |
18,107
-374
| -2% | -$62.3K | 0.48% | 31 |
|
|
2015
Q4 | $2.78M | Sell |
18,481
-246
| -1% | -$37.1K | 0.42% | 31 |
|
|
2015
Q3 | $2.66M | Sell |
18,727
-1,218
| -6% | -$173K | 0.47% | 28 |
|
|
2015
Q2 | $3.08M | Sell |
19,945
-1,123
| -5% | -$173K | 0.46% | 30 |
|
|
2015
Q1 | $3.48M | Buy |
21,068
+1,248
| +6% | +$206K | 0.5% | 27 |
|
|
2014
Q4 | $3.26M | Buy |
19,820
+699
| +4% | +$115K | 0.53% | 29 |
|
|
2014
Q3 | $2.71M | Sell |
19,121
-253
| -1% | -$35.8K | 0.47% | 32 |
|
|
2014
Q2 | $2.78M | Sell |
19,374
-814
| -4% | -$117K | 0.47% | 34 |
|
|
2014
Q1 | $2.74M | Buy |
20,188
+324
| +2% | +$44K | 0.48% | 35 |
|
|
2013
Q4 | $2.79M | Sell |
19,864
-701
| -3% | -$98.3K | 0.52% | 30 |
|
|
2013
Q3 | $2.46M | Sell |
20,565
-177
| -0.9% | -$21.1K | 0.5% | 37 |
|
|
2013
Q2 | $2.27M | Buy |
+20,742
| New | +$2.27M | 1.8% | 17 |
|