Physician Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $234K | Buy |
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|
2025
Q2 | $220K | Buy |
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|
2025
Q1 | $203K | Hold |
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|
2024
Q4 | $179K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $715K | Sell |
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|
2022
Q4 | $779K | Buy |
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|
2022
Q3 | $779K | Hold |
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|
2022
Q2 | $970K | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.23M | Hold |
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|
2021
Q2 | $1.35M | Hold |
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|
2021
Q1 | $1.32M | Hold |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.15M | Hold |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.36M | Buy |
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