RZH
Relyea Zuckerberg Hanson’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
4,743
+194
| +4% | +$29.5K | 0.08% | 120 |
|
|
2025
Q1 | $668K | Buy |
4,549
+51
| +1% | +$7.49K | 0.09% | 119 |
|
|
2024
Q4 | $581K | Buy |
4,498
+2,551
| +131% | +$329K | 0.08% | 133 |
|
|
2024
Q3 | $266K | Buy |
+1,947
| New | +$266K | 0.04% | 210 |
|
|
2023
Q4 | – | Sell |
-2,281
| Closed | -$214K | – | 236 |
|
|
2023
Q3 | $214K | Buy |
2,281
+41
| +2% | +$3.84K | 0.05% | 182 |
|
|
2023
Q2 | $224K | Buy |
+2,240
| New | +$224K | 0.05% | 177 |
|
|
2023
Q1 | – | Sell |
-2,859
| Closed | -$343K | – | 189 |
|
|
2022
Q4 | $343K | Buy |
2,859
+426
| +18% | +$51.1K | 0.1% | 122 |
|
|
2022
Q3 | $269K | Buy |
2,433
+206
| +9% | +$22.8K | 0.1% | 120 |
|
|
2022
Q2 | $288K | Buy |
2,227
+21
| +1% | +$2.72K | 0.11% | 118 |
|
|
2022
Q1 | $328K | Sell |
2,206
-187
| -8% | -$27.8K | 0.11% | 123 |
|
|
2021
Q4 | $413K | Buy |
2,393
+126
| +6% | +$21.7K | 0.15% | 102 |
|
|
2021
Q3 | $398K | Buy |
2,267
+100
| +5% | +$17.6K | 0.15% | 95 |
|
|
2021
Q2 | $430K | Buy |
2,167
+73
| +3% | +$14.5K | 0.18% | 83 |
|
|
2021
Q1 | $407K | Sell |
2,094
-927
| -31% | -$180K | 0.18% | 78 |
|
|
2020
Q4 | $528K | Hold |
3,021
| – | – | 0.28% | 61 |
|
|
2020
Q3 | $511K | Sell |
3,021
-473
| -14% | -$80K | 0.33% | 59 |
|
|
2020
Q2 | $545K | Sell |
3,494
-354
| -9% | -$55.2K | 0.43% | 48 |
|
|
2020
Q1 | $525K | Sell |
3,848
-346
| -8% | -$47.2K | 0.57% | 44 |
|
|
2019
Q4 | $740K | Buy |
+4,194
| New | +$740K | 0.71% | 35 |
|