FFWA
FRG Family Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Hold |
5,550
| – | – | 0.15% | 91 |
|
|
2025
Q1 | $815K | Hold |
5,550
| – | – | 0.16% | 90 |
|
|
2024
Q4 | $716K | Hold |
5,550
| – | – | 0.13% | 93 |
|
|
2024
Q3 | $759K | Hold |
5,550
| – | – | 0.14% | 93 |
|
|
2024
Q2 | $693K | Hold |
5,550
| – | – | 0.13% | 93 |
|
|
2024
Q1 | $536K | Hold |
5,550
| – | – | 0.11% | 101 |
|
|
2023
Q4 | $607K | Sell |
5,550
-180
| -3% | -$19.7K | 0.12% | 95 |
|
|
2023
Q3 | $536K | Buy |
+5,730
| New | +$536K | 0.12% | 99 |
|
|
2023
Q2 | – | Sell |
-6,700
| Closed | -$704K | – | 141 |
|
|
2023
Q1 | $704K | Sell |
6,700
-170
| -2% | -$17.9K | 0.16% | 93 |
|
|
2022
Q4 | $824K | Hold |
6,870
| – | – | 0.2% | 89 |
|
|
2022
Q3 | $759K | Sell |
6,870
-450
| -6% | -$49.7K | 0.19% | 85 |
|
|
2022
Q2 | $947K | Hold |
7,320
| – | – | 0.22% | 74 |
|
|
2022
Q1 | $1.09M | Sell |
7,320
-90
| -1% | -$13.4K | 0.21% | 73 |
|
|
2021
Q4 | $1.32M | Sell |
7,410
-85
| -1% | -$15.1K | 0.25% | 63 |
|
|
2021
Q3 | $1.32M | Sell |
7,495
-275
| -4% | -$48.2K | 0.26% | 59 |
|
|
2021
Q2 | $1.54M | Sell |
7,770
-142
| -2% | -$28.2K | 0.29% | 57 |
|
|
2021
Q1 | $1.52M | Sell |
7,912
-230
| -3% | -$44.3K | 0.31% | 55 |
|
|
2020
Q4 | $1.42M | Hold |
8,142
| – | – | 0.31% | 56 |
|
|
2020
Q3 | $1.3M | Sell |
8,142
-327
| -4% | -$52.4K | 0.32% | 56 |
|
|
2020
Q2 | $1.32M | Hold |
8,469
| – | – | 0.35% | 53 |
|
|
2020
Q1 | $1.16M | Sell |
8,469
-25
| -0.3% | -$3.41K | 0.35% | 56 |
|
|
2019
Q4 | $1.5M | Sell |
8,494
-490
| -5% | -$86.5K | 0.36% | 59 |
|
|
2019
Q3 | $1.48M | Sell |
8,984
-396
| -4% | -$65.1K | 0.38% | 59 |
|
|
2019
Q2 | $1.63M | Sell |
9,380
-185
| -2% | -$32.1K | 0.43% | 56 |
|
|
2019
Q1 | $1.99M | Sell |
9,565
-300
| -3% | -$62.3K | 0.56% | 51 |
|
|
2018
Q4 | $1.88M | Sell |
9,865
-1,495
| -13% | -$285K | 0.61% | 47 |
|
|
2018
Q3 | $2.39M | Sell |
11,360
-325
| -3% | -$68.5K | 0.66% | 49 |
|
|
2018
Q2 | $2.3M | Sell |
11,685
-125
| -1% | -$24.6K | 0.69% | 45 |
|
|
2018
Q1 | $2.59M | Buy |
11,810
+120
| +1% | +$26.3K | 0.86% | 42 |
|
|
2017
Q4 | $2.75M | Hold |
11,690
| – | – | 0.89% | 40 |
|
|
2017
Q3 | $2.45M | Buy |
11,690
+20
| +0.2% | +$4.2K | 0.85% | 42 |
|
|
2017
Q2 | $2.43M | Sell |
11,670
-90
| -0.8% | -$18.7K | 0.9% | 41 |
|
|
2017
Q1 | $2.25M | Sell |
11,760
-825
| -7% | -$158K | 0.88% | 41 |
|
|
2016
Q4 | $2.25M | Sell |
12,585
-220
| -2% | -$39.3K | 0.94% | 37 |
|
|
2016
Q3 | $2.26M | Sell |
12,805
-538
| -4% | -$94.8K | 1.02% | 33 |
|
|
2016
Q2 | $2.34M | Sell |
13,343
-310
| -2% | -$54.3K | 1.06% | 31 |
|
|
2016
Q1 | $2.28M | Hold |
13,653
| – | – | 1.1% | 26 |
|
|
2015
Q4 | $2.06M | Buy |
+13,653
| New | +$2.06M | 1% | 33 |
|