JWCA
J.W. Coons Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
10,541
-500
| -5% | -$76.1K | 0.36% | 67 |
|
|
2025
Q1 | $1.62M | Hold |
11,041
| – | – | 0.43% | 62 |
|
|
2024
Q4 | $1.43M | Hold |
11,041
| – | – | 0.37% | 67 |
|
|
2024
Q3 | $1.51M | Sell |
11,041
-30
| -0.3% | -$4.1K | 0.38% | 64 |
|
|
2024
Q2 | $1.13M | Hold |
11,071
| – | – | 0.27% | 80 |
|
|
2024
Q1 | $1.17M | Hold |
11,071
| – | – | 0.27% | 78 |
|
|
2023
Q4 | $1.21M | Sell |
11,071
-810
| -7% | -$88.5K | 0.33% | 74 |
|
|
2023
Q3 | $1.11M | Sell |
11,881
-1,700
| -13% | -$159K | 0.32% | 78 |
|
|
2023
Q2 | $1.36M | Sell |
13,581
-389
| -3% | -$38.9K | 0.37% | 66 |
|
|
2023
Q1 | $1.47M | Sell |
13,970
-2,725
| -16% | -$286K | 0.42% | 58 |
|
|
2022
Q4 | $2M | Buy |
16,695
+3,280
| +24% | +$393K | 0.6% | 46 |
|
|
2022
Q3 | $1.48M | Buy |
13,415
+700
| +6% | +$77.3K | 0.56% | 54 |
|
|
2022
Q2 | $1.65M | Buy |
12,715
+810
| +7% | +$105K | 0.58% | 48 |
|
|
2022
Q1 | $1.9M | Sell |
11,905
-510
| -4% | -$81.2K | 0.57% | 52 |
|
|
2021
Q4 | $2.21M | Hold |
12,415
| – | – | 0.67% | 42 |
|
|
2021
Q3 | $2.18M | Hold |
12,415
| – | – | 0.75% | 39 |
|
|
2021
Q2 | $2.47M | Hold |
12,415
| – | – | 0.87% | 33 |
|
|
2021
Q1 | $2.39M | Hold |
12,415
| – | – | 0.86% | 34 |
|
|
2020
Q4 | $2.17M | Sell |
12,415
-203
| -2% | -$35.5K | 0.83% | 33 |
|
|
2020
Q3 | $2.02M | Sell |
12,618
-315
| -2% | -$50.4K | 0.84% | 31 |
|
|
2020
Q2 | $2.02M | Sell |
12,933
-350
| -3% | -$54.5K | 0.89% | 30 |
|
|
2020
Q1 | $1.81M | Buy |
+13,283
| New | +$1.81M | 0.95% | 26 |
|