LWAC
Laurel Wealth Advisors (California)’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.02M | Sell |
25,192
-1,305
| -5% | -$156K | 0.3% | 80 |
|
|
2022
Q3 | $2.93M | Sell |
26,497
-15,007
| -36% | -$1.66M | 0.31% | 77 |
|
|
2022
Q2 | $5.37M | Sell |
41,504
-713
| -2% | -$92.3K | 0.55% | 38 |
|
|
2022
Q1 | $6.29M | Buy |
42,217
+1,097
| +3% | +$163K | 0.52% | 41 |
|
|
2021
Q4 | $7.3M | Buy |
41,120
+1,853
| +5% | +$329K | 0.56% | 31 |
|
|
2021
Q3 | $6.89M | Sell |
39,267
-466
| -1% | -$81.7K | 1.27% | 11 |
|
|
2021
Q2 | $7.89M | Buy |
39,733
+1,906
| +5% | +$379K | 1.02% | 15 |
|
|
2021
Q1 | $7.29M | Sell |
37,827
-1,409
| -4% | -$272K | 1.1% | 14 |
|
|
2020
Q4 | $6.86M | Sell |
39,236
-994
| -2% | -$174K | 1.01% | 17 |
|
|
2020
Q3 | $6.44M | Sell |
40,230
-1,754
| -4% | -$281K | 1.06% | 16 |
|
|
2020
Q2 | $6.55M | Buy |
41,984
+6,621
| +19% | +$1.03M | 1.2% | 12 |
|
|
2020
Q1 | $4.83M | Buy |
35,363
+2,277
| +7% | +$311K | 1.11% | 13 |
|
|
2019
Q4 | $5.84M | Sell |
33,086
-1,400
| -4% | -$247K | 0.98% | 15 |
|
|
2019
Q3 | $5.67M | Buy |
34,486
+2,903
| +9% | +$477K | 0.97% | 16 |
|
|
2019
Q2 | $5.48M | Buy |
31,583
+185
| +0.6% | +$32.1K | 1.2% | 12 |
|
|
2019
Q1 | $6.52M | Buy |
31,398
+300
| +1% | +$62.3K | 1.61% | 5 |
|
|
2018
Q4 | $5.93M | Sell |
31,098
-180
| -0.6% | -$34.3K | 1.74% | 6 |
|
|
2018
Q3 | $6.59M | Buy |
31,278
+882
| +3% | +$186K | 1.62% | 5 |
|
|
2018
Q2 | $5.98M | Buy |
30,396
+2,898
| +11% | +$570K | 1.59% | 7 |
|
|
2018
Q1 | $6.04M | Sell |
27,498
-767
| -3% | -$168K | 1.87% | 4 |
|
|
2017
Q4 | $6.65M | Buy |
28,265
+1,554
| +6% | +$366K | 1.91% | 4 |
|
|
2017
Q3 | $5.61M | Buy |
26,711
+412
| +2% | +$86.5K | 1.88% | 4 |
|
|
2017
Q2 | $5.48M | Buy |
26,299
+232
| +0.9% | +$48.3K | 1.95% | 5 |
|
|
2017
Q1 | $4.99M | Sell |
26,067
-440
| -2% | -$84.2K | 1.92% | 6 |
|
|
2016
Q4 | $4.73M | Sell |
26,507
-457
| -2% | -$81.6K | 2.1% | 7 |
|
|
2016
Q3 | $4.75M | Sell |
26,964
-592
| -2% | -$104K | 2.25% | 5 |
|
|
2016
Q2 | $4.83M | Buy |
27,556
+1,774
| +7% | +$311K | 2.32% | 5 |
|
|
2016
Q1 | $4.3M | Buy |
25,782
+2,021
| +9% | +$337K | 2.16% | 6 |
|
|
2015
Q4 | $3.58M | Buy |
+23,761
| New | +$3.58M | 1.85% | 7 |
|