OHWA
Oak Hill Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
3,905
+600
| +18% | +$92.2K | 0.12% | 88 |
|
|
2025
Q1 | $485K | Sell |
3,305
-39
| -1% | -$5.73K | 0.11% | 89 |
|
|
2024
Q4 | $432K | Buy |
+3,344
| New | +$432K | 0.1% | 90 |
|
|
2024
Q3 | – | Sell |
-3,695
| Closed | -$378K | – | 68 |
|
|
2024
Q2 | $378K | Buy |
+3,695
| New | +$378K | 0.11% | 79 |
|
|
2024
Q1 | – | Sell |
-4,100
| Closed | -$448K | – | 60 |
|
|
2023
Q4 | $448K | Sell |
4,100
-400
| -9% | -$43.7K | 0.15% | 65 |
|
|
2023
Q3 | $421K | Buy |
4,500
+215
| +5% | +$20.1K | 0.16% | 65 |
|
|
2023
Q2 | $429K | Hold |
4,285
| – | – | 0.16% | 67 |
|
|
2023
Q1 | $450K | Sell |
4,285
-900
| -17% | -$94.6K | 0.18% | 67 |
|
|
2022
Q4 | $622K | Buy |
+5,185
| New | +$622K | 0.26% | 55 |
|