HNWAG
High Net Worth Advisory Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,229
| Closed | -$441K | – | 226 |
|
|
2024
Q3 | $441K | Buy |
3,229
+30
| +0.9% | +$4.1K | 0.12% | 135 |
|
|
2024
Q2 | $327K | Buy |
3,199
+1,045
| +49% | +$107K | 0.1% | 148 |
|
|
2024
Q1 | $228K | Hold |
2,154
| – | – | 0.07% | 191 |
|
|
2023
Q4 | $235K | Hold |
2,154
| – | – | 0.09% | 172 |
|
|
2023
Q3 | $202K | Hold |
2,154
| – | – | 0.08% | 185 |
|
|
2023
Q2 | $216K | Hold |
2,154
| – | – | 0.08% | 183 |
|
|
2023
Q1 | $226K | Hold |
2,154
| – | – | 0.09% | 169 |
|
|
2022
Q4 | $258K | Sell |
2,154
-370
| -15% | -$44.4K | 0.1% | 157 |
|
|
2022
Q3 | $279K | Sell |
2,524
-100
| -4% | -$11.1K | 0.12% | 145 |
|
|
2022
Q2 | $340K | Buy |
2,624
+327
| +14% | +$42.4K | 0.14% | 133 |
|
|
2022
Q1 | $342K | Buy |
2,297
+50
| +2% | +$7.44K | 0.12% | 135 |
|
|
2021
Q4 | $399K | Buy |
+2,247
| New | +$399K | 0.14% | 128 |
|