FWM
Frontier Wealth Management’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $3.01M | Buy |
23,252
+3,554
| +18% | +$460K | 0.22% | 101 |
|
2022
Q1 | $2.93M | Sell |
19,698
-5,337
| -21% | -$793K | 0.04% | 91 |
|
2021
Q4 | $4.45M | Buy |
25,035
+1,644
| +7% | +$292K | 0.29% | 74 |
|
2021
Q3 | $4.1M | Buy |
23,391
+1,490
| +7% | +$261K | 0.28% | 73 |
|
2021
Q2 | $4.35M | Buy |
21,901
+118
| +0.5% | +$23.4K | 0.3% | 69 |
|
2021
Q1 | $4.2M | Buy |
21,783
+238
| +1% | +$45.9K | 0.32% | 60 |
|
2020
Q4 | $3.77M | Sell |
21,545
-786
| -4% | -$137K | 0.31% | 67 |
|
2020
Q3 | $3.58M | Buy |
22,331
+722
| +3% | +$116K | 0.33% | 60 |
|
2020
Q2 | $3.37M | Buy |
21,609
+2,290
| +12% | +$357K | 0.31% | 60 |
|
2020
Q1 | $2.64M | Buy |
19,319
+4,888
| +34% | +$667K | 0.43% | 63 |
|
2019
Q4 | $2.55M | Sell |
14,431
-2,483
| -15% | -$438K | 0.41% | 56 |
|
2019
Q3 | $2.78M | Sell |
16,914
-4,497
| -21% | -$739K | 0.41% | 52 |
|
2019
Q2 | $3.71M | Buy |
21,411
+2,747
| +15% | +$476K | 0.55% | 43 |
|
2019
Q1 | $3.88M | Sell |
18,664
-144
| -0.8% | -$29.9K | 0.53% | 42 |
|
2018
Q4 | $3.58M | Sell |
18,808
-266
| -1% | -$50.7K | 0.54% | 43 |
|
2018
Q3 | $4.02M | Buy |
19,074
+1,132
| +6% | +$239K | 0.38% | 45 |
|
2018
Q2 | $3.53M | Buy |
17,942
+2,737
| +18% | +$538K | 0.51% | 45 |
|
2018
Q1 | $3.34M | Buy |
15,205
+10,180
| +203% | +$2.23M | 0.47% | 55 |
|
2017
Q4 | $1.18M | Sell |
5,025
-10,192
| -67% | -$2.4M | 0.19% | 123 |
|
2017
Q3 | $3.19M | Sell |
15,217
-96
| -0.6% | -$20.2K | 0.46% | 55 |
|
2017
Q2 | $3.19M | Sell |
15,313
-1,582
| -9% | -$329K | 0.49% | 54 |
|
2017
Q1 | $3.23M | Buy |
16,895
+90
| +0.5% | +$17.2K | 0.49% | 56 |
|
2016
Q4 | $3M | Buy |
16,805
+12
| +0.1% | +$2.14K | 0.49% | 58 |
|
2016
Q3 | $2.96M | Hold |
16,793
| – | – | 0.45% | 55 |
|
2016
Q2 | $2.94M | Sell |
16,793
-100
| -0.6% | -$17.5K | 0.47% | 55 |
|
2016
Q1 | $2.82M | Sell |
16,893
-1,503
| -8% | -$250K | 0.24% | 59 |
|
2015
Q4 | $2.77M | Buy |
18,396
+400
| +2% | +$60.3K | 0.44% | 58 |
|
2015
Q3 | $2.55M | Buy |
17,996
+2,785
| +18% | +$395K | 0.4% | 62 |
|
2015
Q2 | $2.35M | Buy |
15,211
+850
| +6% | +$131K | 0.36% | 60 |
|
2015
Q1 | $2.37M | Buy |
14,361
+11,846
| +471% | +$1.95M | 0.38% | 49 |
|
2014
Q4 | $413K | Buy |
+2,515
| New | +$413K | 0.08% | 162 |
|