IAA
Independent Advisor Alliance’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Sell |
20,944
-6,420
| -23% | -$977K | 0.09% | 195 |
|
|
2025
Q1 | $4.02M | Buy |
27,364
+1,182
| +5% | +$174K | 0.13% | 140 |
|
|
2024
Q4 | $3.38M | Buy |
26,182
+2,751
| +12% | +$355K | 0.04% | 362 |
|
|
2024
Q3 | $3.2M | Buy |
23,431
+7,140
| +44% | +$976K | 0.12% | 152 |
|
|
2024
Q2 | $1.66M | Sell |
16,291
-3,572
| -18% | -$365K | 0.06% | 250 |
|
|
2024
Q1 | $2.11M | Buy |
19,863
+754
| +4% | +$80K | 0.08% | 209 |
|
|
2023
Q4 | $2.09M | Sell |
19,109
-4,970
| -21% | -$543K | 0.08% | 203 |
|
|
2023
Q3 | $2.25M | Sell |
24,079
-546
| -2% | -$51.1K | 0.1% | 182 |
|
|
2023
Q2 | $2.46M | Buy |
24,625
+796
| +3% | +$79.7K | 0.11% | 169 |
|
|
2023
Q1 | $2.5M | Sell |
23,829
-324
| -1% | -$34.1K | 0.12% | 153 |
|
|
2022
Q4 | $2.9K | Sell |
24,153
-47,041
| -66% | -$5.64K | ﹤0.01% | 220 |
|
|
2022
Q3 | $7.87M | Sell |
71,194
-965
| -1% | -$107K | 0.46% | 52 |
|
|
2022
Q2 | $9.34M | Buy |
72,159
+1,226
| +2% | +$159K | 0.52% | 46 |
|
|
2022
Q1 | $10.6M | Buy |
70,933
+1,143
| +2% | +$170K | 0.51% | 49 |
|
|
2021
Q4 | $12.4M | Buy |
69,790
+346
| +0.5% | +$61.5K | 0.61% | 38 |
|
|
2021
Q3 | $12.2M | Buy |
69,444
+27
| +0% | +$4.74K | 0.68% | 31 |
|
|
2021
Q2 | $13.8M | Sell |
69,417
-4,054
| -6% | -$805K | 0.76% | 26 |
|
|
2021
Q1 | $14.2M | Buy |
73,471
+5,873
| +9% | +$1.13M | 0.84% | 23 |
|
|
2020
Q4 | $11.8M | Buy |
67,598
+1,905
| +3% | +$333K | 0.8% | 27 |
|
|
2020
Q3 | $10.5M | Buy |
65,693
+30,021
| +84% | +$4.81M | 0.8% | 28 |
|
|
2020
Q2 | $5.55M | Buy |
35,672
+8,029
| +29% | +$1.25M | 0.59% | 35 |
|
|
2020
Q1 | $3.77M | Buy |
27,643
+2,567
| +10% | +$350K | 0.55% | 42 |
|
|
2019
Q4 | $4.42M | Buy |
25,076
+1,110
| +5% | +$196K | 0.19% | 122 |
|
|
2019
Q3 | $3.96M | Buy |
23,966
+1,370
| +6% | +$226K | 0.48% | 41 |
|
|
2019
Q2 | $3.65M | Buy |
22,596
+1,630
| +8% | +$264K | 0.53% | 38 |
|
|
2019
Q1 | $4.36M | Sell |
20,966
-6,077
| -22% | -$1.26M | 0.61% | 37 |
|
|
2018
Q4 | $5.15M | Buy |
27,043
+128
| +0.5% | +$24.4K | 0.91% | 30 |
|
|
2018
Q3 | $5.62M | Buy |
26,915
+1,693
| +7% | +$354K | 1.01% | 20 |
|
|
2018
Q2 | $4.87M | Buy |
25,222
+6,964
| +38% | +$1.34M | 1.01% | 20 |
|
|
2018
Q1 | $3.88M | Buy |
18,258
+957
| +6% | +$203K | 0.87% | 27 |
|
|
2017
Q4 | $4.15M | Buy |
17,301
+1,302
| +8% | +$312K | 0.93% | 27 |
|
|
2017
Q3 | $3.47M | Buy |
15,999
+900
| +6% | +$195K | 0.95% | 28 |
|
|
2017
Q2 | $3.18M | Buy |
15,099
+1,674
| +12% | +$352K | 1.01% | 26 |
|
|
2017
Q1 | $2.55M | Buy |
13,425
+508
| +4% | +$96.6K | 0.4% | 71 |
|
|
2016
Q4 | $2.31M | Buy |
+12,917
| New | +$2.31M | 0.99% | 30 |
|