SWA
SOA Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
2,661
+2,016
| +313% | +$307K | 0.08% | 134 |
|
|
2025
Q1 | $94.8K | Buy |
645
+42
| +7% | +$6.17K | 0.02% | 267 |
|
|
2024
Q4 | $77.9K | Hold |
603
| – | – | 0.01% | 279 |
|
|
2024
Q3 | $82.4K | Hold |
603
| – | – | 0.02% | 266 |
|
|
2024
Q2 | $61.6K | Sell |
603
-114
| -16% | -$11.7K | 0.01% | 287 |
|
|
2024
Q1 | $76.1K | Sell |
717
-115
| -14% | -$12.2K | 0.02% | 263 |
|
|
2023
Q4 | $91K | Sell |
832
-41
| -5% | -$4.48K | 0.02% | 245 |
|
|
2023
Q3 | $81.7K | Sell |
873
-8
| -0.9% | -$749 | 0.02% | 246 |
|
|
2023
Q2 | $88.2K | Buy |
881
+2
| +0.2% | +$200 | 0.02% | 245 |
|
|
2023
Q1 | $92.4K | Buy |
879
+2
| +0.2% | +$210 | 0.02% | 233 |
|
|
2022
Q4 | $105K | Sell |
877
-15
| -2% | -$1.8K | 0.03% | 217 |
|
|
2022
Q3 | $98K | Buy |
892
+18
| +2% | +$1.98K | 0.03% | 202 |
|
|
2022
Q2 | $113K | Sell |
874
-17
| -2% | -$2.2K | 0.03% | 191 |
|
|
2022
Q1 | $132K | Sell |
891
-57
| -6% | -$8.44K | 0.03% | 209 |
|
|
2021
Q4 | $168K | Sell |
948
-99
| -9% | -$17.5K | 0.04% | 175 |
|
|
2021
Q3 | $183K | Buy |
1,047
+5
| +0.5% | +$874 | 0.05% | 162 |
|
|
2021
Q2 | $207K | Hold |
1,042
| – | – | 0.05% | 151 |
|
|
2021
Q1 | $200K | Buy |
1,042
+1
| +0.1% | +$192 | 0.06% | 142 |
|
|
2020
Q4 | $188K | Buy |
+1,041
| New | +$188K | 0.05% | 138 |
|