Private Wealth Advisors (Pennsylvania)’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.08M | Sell |
7,398
-286
| -4% | -$41.8K | 0.62% | 37 |
|
|
2020
Q3 | $1.03M | Sell |
7,684
-113
| -1% | -$15.1K | 0.66% | 35 |
|
|
2020
Q2 | $1.02M | Buy |
7,797
+123
| +2% | +$16K | 0.69% | 35 |
|
|
2020
Q1 | $953K | Sell |
7,674
-293
| -4% | -$36.4K | 0.72% | 33 |
|
|
2019
Q4 | $1.1M | Sell |
7,967
-796
| -9% | -$110K | 0.59% | 49 |
|
|
2019
Q3 | $1.21M | Sell |
8,763
-966
| -10% | -$133K | 0.61% | 48 |
|
|
2019
Q2 | $1.41M | Buy |
9,729
+661
| +7% | +$95.8K | 0.5% | 53 |
|
|
2019
Q1 | $1.58M | Buy |
9,068
+80
| +0.9% | +$13.9K | 0.59% | 50 |
|
|
2018
Q4 | $1.43M | Sell |
8,988
-396
| -4% | -$63.1K | 0.62% | 46 |
|
|
2018
Q3 | $1.65M | Buy |
9,384
+3
| +0% | +$528 | 0.61% | 46 |
|
|
2018
Q2 | $1.54M | Buy |
9,381
+916
| +11% | +$151K | 0.61% | 48 |
|
|
2018
Q1 | $1.55M | Buy |
8,465
+497
| +6% | +$91.2K | 0.62% | 49 |
|
|
2017
Q4 | $1.57M | Buy |
7,968
+29
| +0.4% | +$5.71K | 0.61% | 50 |
|
|
2017
Q3 | $1.39M | Sell |
7,939
-29
| -0.4% | -$5.09K | 0.57% | 54 |
|
|
2017
Q2 | $1.39M | Sell |
7,968
-45
| -0.6% | -$7.83K | 0.59% | 53 |
|
|
2017
Q1 | $1.28M | Buy |
8,013
+103
| +1% | +$16.5K | 0.58% | 55 |
|
|
2016
Q4 | $1.18M | Sell |
7,910
-207
| -3% | -$30.9K | 0.55% | 57 |
|
|
2016
Q3 | $1.2M | Buy |
8,117
+140
| +2% | +$20.6K | 0.57% | 50 |
|
|
2016
Q2 | $1.17M | Buy |
7,977
+8
| +0.1% | +$1.17K | 0.57% | 50 |
|
|
2016
Q1 | $1.11M | Sell |
7,969
-51
| -0.6% | -$7.1K | 0.59% | 52 |
|
|
2015
Q4 | $1.01M | Sell |
8,020
-253
| -3% | -$31.9K | 0.57% | 53 |
|
|
2015
Q3 | $981K | Sell |
8,273
-770
| -9% | -$91.3K | 0.49% | 60 |
|
|
2015
Q2 | $1.17M | Buy |
9,043
+2
| +0% | +$258 | 0.53% | 56 |
|
|
2015
Q1 | $1.25M | Buy |
9,041
+3
| +0% | +$414 | 0.58% | 52 |
|
|
2014
Q4 | $1.24M | Buy |
9,038
+1
| +0% | +$137 | 0.6% | 49 |
|
|
2014
Q3 | $1.07M | Buy |
9,037
+2
| +0% | +$237 | 0.56% | 60 |
|
|
2014
Q2 | $1.08M | Sell |
9,035
-333
| -4% | -$39.9K | 0.56% | 58 |
|
|
2014
Q1 | $1.06M | Buy |
9,368
+2
| +0% | +$227 | 0.58% | 58 |
|
|
2013
Q4 | $1.1M | Sell |
9,366
-824
| -8% | -$96.6K | 0.6% | 56 |
|
|
2013
Q3 | $1.02M | Buy |
10,190
+1,041
| +11% | +$104K | 0.6% | 54 |
|
|
2013
Q2 | $837K | Buy |
+9,149
| New | +$837K | 0.52% | 60 |
|