IWA
IVC Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Sell |
5,266
-84
| -2% | -$12.8K | 0.39% | 55 |
|
|
2025
Q1 | $786K | Sell |
5,350
-48
| -0.9% | -$7.05K | 0.42% | 53 |
|
|
2024
Q4 | $697K | Sell |
5,398
-222
| -4% | -$28.7K | 0.39% | 55 |
|
|
2024
Q3 | $768K | Sell |
5,620
-114
| -2% | -$15.6K | 0.42% | 55 |
|
|
2024
Q2 | $586K | Buy |
5,734
+596
| +12% | +$60.9K | 0.33% | 70 |
|
|
2024
Q1 | $468K | Sell |
5,138
-45
| -0.9% | -$4.1K | 0.27% | 85 |
|
|
2023
Q4 | $567K | Sell |
5,183
-2,358
| -31% | -$258K | 0.35% | 71 |
|
|
2023
Q3 | $706K | Sell |
7,541
-130
| -2% | -$12.2K | 0.47% | 56 |
|
|
2023
Q2 | $768K | Buy |
7,671
+1,942
| +34% | +$194K | 0.49% | 58 |
|
|
2023
Q1 | $602K | Buy |
5,729
+215
| +4% | +$22.6K | 0.43% | 65 |
|
|
2022
Q4 | $661K | Buy |
5,514
+366
| +7% | +$43.9K | 0.49% | 60 |
|
|
2022
Q3 | $569K | Buy |
5,148
+162
| +3% | +$17.9K | 0.46% | 61 |
|
|
2022
Q2 | $645K | Buy |
4,986
+104
| +2% | +$13.5K | 0.5% | 57 |
|
|
2022
Q1 | $727K | Sell |
4,882
-45
| -0.9% | -$6.7K | 0.48% | 55 |
|
|
2021
Q4 | $875K | Sell |
4,927
-320
| -6% | -$56.8K | 0.56% | 47 |
|
|
2021
Q3 | $920K | Buy |
5,247
+519
| +11% | +$91K | 0.63% | 40 |
|
|
2021
Q2 | $939K | Buy |
4,728
+3,630
| +331% | +$721K | 0.66% | 38 |
|
|
2021
Q1 | $212K | Buy |
+1,098
| New | +$212K | 0.17% | 118 |
|