RWA
Ropes Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.13M | Sell |
22,756
-1,618
| -7% | -$151K | 0.41% | 61 |
|
|
2023
Q2 | $2.44M | Buy |
24,374
+1,958
| +9% | +$196K | 0.4% | 60 |
|
|
2023
Q1 | $2.36M | Sell |
22,416
-1,424
| -6% | -$150K | 0.43% | 55 |
|
|
2022
Q4 | $2.86M | Buy |
23,840
+403
| +2% | +$48.3K | 0.51% | 47 |
|
|
2022
Q3 | $2.59M | Buy |
23,437
+445
| +2% | +$49.2K | 0.54% | 47 |
|
|
2022
Q2 | $2.98M | Sell |
22,992
-165
| -0.7% | -$21.4K | 0.61% | 39 |
|
|
2022
Q1 | $3.45M | Sell |
23,157
-139
| -0.6% | -$20.7K | 0.59% | 45 |
|
|
2021
Q4 | $4.14M | Sell |
23,296
-4,901
| -17% | -$871K | 0.73% | 34 |
|
|
2021
Q3 | $4.95M | Sell |
28,197
-132
| -0.5% | -$23.2K | 0.79% | 30 |
|
|
2021
Q2 | $5.63M | Hold |
28,329
| – | – | 0.89% | 22 |
|
|
2021
Q1 | $5.77M | Sell |
28,329
-11,774
| -29% | -$2.4M | 1.01% | 21 |
|
|
2020
Q4 | $7.01M | Buy |
40,103
+15,149
| +61% | +$2.65M | 1.09% | 15 |
|
|
2020
Q3 | $4M | Sell |
24,954
-8
| -0% | -$1.28K | 0.77% | 24 |
|
|
2020
Q2 | $3.89M | Sell |
24,962
-404
| -2% | -$63K | 0.79% | 25 |
|
|
2020
Q1 | $3.46M | Buy |
25,366
+2,730
| +12% | +$373K | 0.88% | 24 |
|
|
2019
Q4 | $3.99M | Sell |
22,636
-5,355
| -19% | -$945K | 0.86% | 26 |
|
|
2019
Q3 | $4.6M | Buy |
27,991
+139
| +0.5% | +$22.9K | 0.98% | 24 |
|
|
2019
Q2 | $4.83M | Sell |
27,852
-1,210
| -4% | -$210K | 1.02% | 22 |
|
|
2019
Q1 | $6.04M | Buy |
29,062
+265
| +0.9% | +$55.1K | 1.6% | 14 |
|
|
2018
Q4 | $5.49M | Sell |
28,797
-1,889
| -6% | -$360K | 1.58% | 11 |
|
|
2018
Q3 | $6.47M | Buy |
30,686
+2,957
| +11% | +$623K | 1.6% | 12 |
|
|
2018
Q2 | $5.46M | Sell |
27,729
-75
| -0.3% | -$14.8K | 1.48% | 14 |
|
|
2018
Q1 | $6.1M | Sell |
27,804
-97
| -0.3% | -$21.3K | 1.67% | 10 |
|
|
2017
Q4 | $6.57M | Buy |
27,901
+313
| +1% | +$73.7K | 1.72% | 11 |
|
|
2017
Q3 | $5.79M | Buy |
27,588
+390
| +1% | +$81.9K | 1.57% | 15 |
|
|
2017
Q2 | $5.66M | Sell |
27,198
-346
| -1% | -$72K | 1.6% | 14 |
|
|
2017
Q1 | $5.27M | Sell |
27,544
-84
| -0.3% | -$16.1K | 1.52% | 14 |
|
|
2016
Q4 | $4.93M | Buy |
27,628
+834
| +3% | +$149K | 1.55% | 14 |
|
|
2016
Q3 | $4.72M | Sell |
26,794
-493
| -2% | -$86.9K | 1.6% | 14 |
|
|
2016
Q2 | $4.78M | Buy |
27,287
+6,884
| +34% | +$1.21M | 1.67% | 15 |
|
|
2016
Q1 | $3.4M | Buy |
20,403
+136
| +0.7% | +$22.7K | 1.5% | 17 |
|
|
2015
Q4 | $3.05M | Buy |
20,267
+339
| +2% | +$51.1K | 1.34% | 19 |
|
|
2015
Q3 | $2.83M | Buy |
19,928
+15
| +0.1% | +$2.13K | 1.48% | 16 |
|
|
2015
Q2 | $3.07M | Sell |
19,913
-10
| -0.1% | -$1.54K | 1.67% | 15 |
|
|
2015
Q1 | $3.29M | Buy |
+19,923
| New | +$3.29M | 1.7% | 16 |
|