GWAM
Guardian Wealth Advisors (Minnesota)’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
3,563
-1,157
| -25% | -$176K | 0.32% | 39 |
|
|
2025
Q1 | $693K | Sell |
4,720
-1,299
| -22% | -$191K | 0.44% | 29 |
|
|
2024
Q4 | $777K | Sell |
6,019
-405
| -6% | -$52.3K | 0.5% | 25 |
|
|
2024
Q3 | $878K | Sell |
6,424
-572
| -8% | -$78.2K | 0.54% | 24 |
|
|
2024
Q2 | $715K | Sell |
6,996
-290
| -4% | -$29.6K | 0.47% | 29 |
|
|
2024
Q1 | $773K | Buy |
7,286
+66
| +0.9% | +$7K | 0.5% | 30 |
|
|
2023
Q4 | $789K | Sell |
7,220
-29
| -0.4% | -$3.17K | 0.55% | 23 |
|
|
2023
Q3 | $679K | Sell |
7,249
-380
| -5% | -$35.6K | 0.52% | 26 |
|
|
2023
Q2 | $764K | Sell |
7,629
-28
| -0.4% | -$2.8K | 0.56% | 25 |
|
|
2023
Q1 | $805K | Buy |
7,657
+13
| +0.2% | +$1.37K | 0.63% | 24 |
|
|
2022
Q4 | $917K | Buy |
7,644
+31
| +0.4% | +$3.72K | 0.81% | 18 |
|
|
2022
Q3 | $841K | Sell |
7,613
-1,497
| -16% | -$165K | 0.82% | 19 |
|
|
2022
Q2 | $1.18M | Buy |
9,110
+425
| +5% | +$55K | 1.09% | 16 |
|
|
2022
Q1 | $1.29M | Buy |
8,685
+83
| +1% | +$12.4K | 1.06% | 16 |
|
|
2021
Q4 | $1.53M | Buy |
8,602
+21
| +0.2% | +$3.73K | 1.22% | 16 |
|
|
2021
Q3 | $1.51M | Sell |
8,581
-137
| -2% | -$24K | 1.34% | 16 |
|
|
2021
Q2 | $1.73M | Sell |
8,718
-61
| -0.7% | -$12.1K | 1.5% | 16 |
|
|
2021
Q1 | $1.69M | Buy |
8,779
+1
| +0% | +$193 | 1.57% | 16 |
|
|
2020
Q4 | $1.53M | Buy |
+8,778
| New | +$1.53M | 1.52% | 15 |
|