GWM
Guardian Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
10,129
+46
| +0.5% | +$7K | 1.03% | 38 |
|
|
2025
Q1 | $1.48M | Buy |
10,083
+1,693
| +20% | +$249K | 0.99% | 37 |
|
|
2024
Q4 | $1.08M | Sell |
8,390
-1,204
| -13% | -$155K | 0.74% | 43 |
|
|
2024
Q3 | $1.31M | Buy |
9,594
+164
| +2% | +$22.4K | 0.92% | 39 |
|
|
2024
Q2 | $964K | Buy |
9,430
+1,718
| +22% | +$176K | 0.74% | 42 |
|
|
2024
Q1 | $818K | Buy |
7,712
+465
| +6% | +$49.3K | 0.63% | 46 |
|
|
2023
Q4 | $792K | Sell |
7,247
-293
| -4% | -$32K | 0.67% | 46 |
|
|
2023
Q3 | $706K | Buy |
7,540
+75
| +1% | +$7.02K | 0.66% | 47 |
|
|
2023
Q2 | $747K | Buy |
7,465
+345
| +5% | +$34.5K | 0.68% | 49 |
|
|
2023
Q1 | $748K | Buy |
7,120
+693
| +11% | +$72.8K | 0.72% | 49 |
|
|
2022
Q4 | $771K | Sell |
6,427
-205
| -3% | -$24.6K | 0.76% | 46 |
|
|
2022
Q3 | $733K | Buy |
6,632
+208
| +3% | +$23K | 0.83% | 47 |
|
|
2022
Q2 | $831K | Buy |
6,424
+480
| +8% | +$62.1K | 0.89% | 47 |
|
|
2022
Q1 | $885K | Buy |
5,944
+188
| +3% | +$28K | 0.88% | 50 |
|
|
2021
Q4 | $1.02M | Buy |
+5,756
| New | +$1.02M | 0.98% | 44 |
|