PFA
Pathway Financial Advisors’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $201K | Buy |
+1,320
| New | +$201K | 0.03% | 131 |
|
2024
Q2 | – | Sell |
-1,924
| Closed | -$204K | – | 176 |
|
2024
Q1 | $204K | Buy |
1,924
+50
| +3% | +$5.3K | 0.06% | 164 |
|
2023
Q4 | $205K | Buy |
+1,874
| New | +$205K | 0.06% | 154 |
|
2023
Q1 | – | Sell |
-1,874
| Closed | -$225K | – | 133 |
|
2022
Q4 | $225K | Sell |
1,874
-121
| -6% | -$14.5K | 0.07% | 115 |
|
2022
Q3 | $220K | Hold |
1,995
| – | – | 0.08% | 121 |
|
2022
Q2 | $258K | Buy |
1,995
+21
| +1% | +$2.72K | 0.11% | 112 |
|
2022
Q1 | $294K | Hold |
1,974
| – | – | 0.11% | 103 |
|
2021
Q4 | $328K | Buy |
+1,974
| New | +$328K | 0.12% | 94 |
|
2021
Q1 | $398K | Hold |
1,974
| – | – | 0.16% | 72 |
|
2020
Q4 | $346K | Hold |
1,974
| – | – | 0.14% | 73 |
|
2020
Q3 | $313K | Sell |
1,974
-100
| -5% | -$15.9K | 0.12% | 71 |
|
2020
Q2 | $324K | Sell |
2,074
-300
| -13% | -$46.9K | 0.1% | 64 |
|
2020
Q1 | $318K | Sell |
2,374
-43
| -2% | -$5.76K | 0.11% | 62 |
|
2019
Q4 | $434K | Buy |
2,417
+600
| +33% | +$108K | 0.12% | 66 |
|
2019
Q3 | $315K | Hold |
1,817
| – | – | 0.09% | 71 |
|
2019
Q2 | $315K | Hold |
1,817
| – | – | 0.09% | 70 |
|
2019
Q1 | $378K | Buy |
1,817
+43
| +2% | +$8.95K | 0.12% | 62 |
|
2018
Q4 | $338K | Hold |
1,774
| – | – | 0.19% | 63 |
|
2018
Q3 | $340K | Hold |
1,774
| – | – | 0.19% | 64 |
|
2018
Q2 | $349K | Hold |
1,774
| – | – | 0.2% | 56 |
|
2018
Q1 | $389K | Sell |
1,774
-306
| -15% | -$67.1K | 0.23% | 54 |
|
2017
Q4 | $490K | Buy |
+2,080
| New | +$490K | 0.28% | 46 |
|