Physician Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
1,446
+61
| +4% | +$9.29K | 0.03% | 170 |
|
|
2025
Q1 | $203K | Hold |
1,385
| – | – | 0.04% | 178 |
|
|
2024
Q4 | $179K | Buy |
+1,385
| New | +$179K | 0.03% | 192 |
|
|
2023
Q2 | – | Sell |
-8,060
| Closed | -$715K | – | 153 |
|
|
2023
Q1 | $715K | Sell |
8,060
-42
| -0.5% | -$3.73K | 0.19% | 63 |
|
|
2022
Q4 | $779K | Buy |
8,102
+12
| +0.1% | +$1.15K | 0.21% | 59 |
|
|
2022
Q3 | $779K | Hold |
8,090
| – | – | 0.24% | 57 |
|
|
2022
Q2 | $970K | Buy |
8,090
+42
| +0.5% | +$5.04K | 0.28% | 52 |
|
|
2022
Q1 | $1.04M | Buy |
8,048
+24
| +0.3% | +$3.1K | 0.28% | 53 |
|
|
2021
Q4 | $1.21M | Sell |
8,024
-79
| -1% | -$11.9K | 0.32% | 48 |
|
|
2021
Q3 | $1.23M | Hold |
8,103
| – | – | 0.34% | 48 |
|
|
2021
Q2 | $1.35M | Hold |
8,103
| – | – | 0.39% | 43 |
|
|
2021
Q1 | $1.32M | Hold |
8,103
| – | – | 0.43% | 40 |
|
|
2020
Q4 | $1.22M | Sell |
8,103
-56
| -0.7% | -$8.4K | 0.41% | 41 |
|
|
2020
Q3 | $1.11M | Sell |
8,159
-1,325
| -14% | -$181K | 0.45% | 41 |
|
|
2020
Q2 | $1.28M | Sell |
9,484
-70
| -0.7% | -$9.45K | 0.52% | 36 |
|
|
2020
Q1 | $1.15M | Hold |
9,554
| – | – | 0.57% | 34 |
|
|
2019
Q4 | $1.45M | Buy |
9,554
+8
| +0.1% | +$1.21K | 0.64% | 30 |
|
|
2019
Q3 | $1.36M | Buy |
+9,546
| New | +$1.36M | 0.66% | 29 |
|