HWA
Heritage Way Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.72M | Sell |
15,335
-89
| -0.6% | -$15.8K | 1.02% | 39 |
|
|
2021
Q3 | $2.71M | Buy |
15,424
+1
| +0% | +$175 | 1.12% | 36 |
|
|
2021
Q2 | $3.06M | Sell |
15,423
-4
| -0% | -$794 | 1.26% | 32 |
|
|
2021
Q1 | $2.97M | Buy |
15,427
+193
| +1% | +$37.2K | 1.3% | 34 |
|
|
2020
Q4 | $2.66M | Buy |
15,234
+70
| +0.5% | +$12.2K | 1.23% | 36 |
|
|
2020
Q3 | $2.43M | Buy |
15,164
+415
| +3% | +$66.5K | 1.28% | 37 |
|
|
2020
Q2 | $2.3M | Buy |
14,749
+761
| +5% | +$119K | 1.34% | 33 |
|
|
2020
Q1 | $1.91M | Sell |
13,988
-338
| -2% | -$46.2K | 1.37% | 34 |
|
|
2019
Q4 | $2.53M | Buy |
14,326
+186
| +1% | +$32.8K | 1.46% | 34 |
|
|
2019
Q3 | $2.33M | Buy |
14,140
+235
| +2% | +$38.6K | 1.47% | 35 |
|
|
2019
Q2 | $2.41M | Buy |
13,905
+426
| +3% | +$73.8K | 1.54% | 33 |
|
|
2019
Q1 | $2.8M | Buy |
13,479
+163
| +1% | +$33.9K | 1.88% | 14 |
|
|
2018
Q4 | $2.54M | Buy |
13,316
+397
| +3% | +$75.6K | 1.95% | 16 |
|
|
2018
Q3 | $2.72M | Buy |
12,919
+800
| +7% | +$169K | 1.88% | 17 |
|
|
2018
Q2 | $2.38M | Buy |
12,119
+268
| +2% | +$52.7K | 1.75% | 21 |
|
|
2018
Q1 | $2.6M | Buy |
11,851
+332
| +3% | +$72.9K | 2.02% | 10 |
|
|
2017
Q4 | $2.71M | Sell |
11,519
-175
| -1% | -$41.2K | 2.04% | 8 |
|
|
2017
Q3 | $2.46M | Sell |
11,694
-150
| -1% | -$31.5K | 2.01% | 9 |
|
|
2017
Q2 | $2.47M | Buy |
11,844
+290
| +3% | +$60.4K | 2.1% | 7 |
|
|
2017
Q1 | $2.21M | Buy |
11,554
+100
| +0.9% | +$19.1K | 2.04% | 7 |
|
|
2016
Q4 | $2.05M | Buy |
+11,454
| New | +$2.05M | 2.01% | 10 |
|