LWANC
Laurel Wealth Advisors (North Carolina)’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.07M | Buy |
1,381,274
+1,372,001
| +14,796% | +$9.01M | 0.13% | 115 |
|
|
2025
Q1 | $1.36M | Sell |
9,273
-765
| -8% | -$112K | 0.21% | 95 |
|
|
2024
Q4 | $1.3M | Sell |
10,038
-260
| -3% | -$33.6K | 0.2% | 97 |
|
|
2024
Q3 | $1.41M | Sell |
10,298
-439
| -4% | -$60K | 0.22% | 93 |
|
|
2024
Q2 | $1.1M | Sell |
10,737
-2,605
| -20% | -$266K | 0.19% | 101 |
|
|
2024
Q1 | $1.42M | Sell |
13,342
-1,626
| -11% | -$172K | 0.24% | 87 |
|
|
2023
Q4 | $1.64M | Sell |
14,968
-1,197
| -7% | -$131K | 0.31% | 76 |
|
|
2023
Q3 | $1.51M | Sell |
16,165
-2,401
| -13% | -$225K | 0.32% | 76 |
|
|
2023
Q2 | $1.86M | Sell |
18,566
-2,338
| -11% | -$234K | 0.37% | 70 |
|
|
2023
Q1 | $2.2M | Buy |
20,904
+653
| +3% | +$68.6K | 0.46% | 65 |
|
|
2022
Q4 | $2.43M | Sell |
20,251
-2,342
| -10% | -$281K | 0.55% | 54 |
|
|
2022
Q3 | $2.5M | Buy |
22,593
+1,284
| +6% | +$142K | 0.62% | 45 |
|
|
2022
Q2 | $2.76M | Buy |
21,309
+1,786
| +9% | +$231K | 0.67% | 45 |
|
|
2022
Q1 | $2.91M | Buy |
19,523
+2,578
| +15% | +$384K | 0.61% | 50 |
|
|
2021
Q4 | $3.01M | Buy |
16,945
+332
| +2% | +$59K | 0.62% | 48 |
|
|
2021
Q3 | $2.91M | Buy |
16,613
+489
| +3% | +$85.8K | 0.64% | 49 |
|
|
2021
Q2 | $3.2M | Buy |
16,124
+197
| +1% | +$39.1K | 0.69% | 44 |
|
|
2021
Q1 | $3.07M | Sell |
15,927
-20
| -0.1% | -$3.85K | 0.74% | 44 |
|
|
2020
Q4 | $2.79M | Buy |
15,947
+27
| +0.2% | +$4.72K | 0.72% | 44 |
|
|
2020
Q3 | $2.55M | Sell |
15,920
-116
| -0.7% | -$18.6K | 0.76% | 40 |
|
|
2020
Q2 | $2.5M | Buy |
16,036
+1,671
| +12% | +$261K | 0.82% | 37 |
|
|
2020
Q1 | $1.96M | Sell |
14,365
-1,041
| -7% | -$142K | 0.74% | 46 |
|
|
2019
Q4 | $2.72M | Sell |
15,406
-186
| -1% | -$32.8K | 0.86% | 38 |
|
|
2019
Q3 | $2.56M | Sell |
15,592
-29
| -0.2% | -$4.77K | 0.88% | 35 |
|
|
2019
Q2 | $2.71M | Buy |
15,621
+507
| +3% | +$87.9K | 0.95% | 33 |
|
|
2019
Q1 | $3.14M | Buy |
15,114
+99
| +0.7% | +$20.6K | 1.15% | 25 |
|
|
2018
Q4 | $2.86M | Buy |
+15,015
| New | +$2.86M | 1.15% | 24 |
|