SVWAG
Sound View Wealth Advisors Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883K | Buy |
5,798
+15
| +0.3% | +$2.28K | 0.07% | 201 |
|
|
2025
Q1 | $849K | Sell |
5,783
-502
| -8% | -$73.7K | 0.07% | 192 |
|
|
2024
Q4 | $811K | Sell |
6,285
-479
| -7% | -$61.8K | 0.07% | 209 |
|
|
2024
Q3 | $925K | Buy |
6,764
+163
| +2% | +$22.3K | 0.08% | 186 |
|
|
2024
Q2 | $675K | Sell |
6,601
-311
| -4% | -$31.8K | 0.07% | 204 |
|
|
2024
Q1 | $733K | Sell |
6,912
-737
| -10% | -$78.2K | 0.08% | 195 |
|
|
2023
Q4 | $836K | Buy |
7,649
+34
| +0.4% | +$3.72K | 0.09% | 180 |
|
|
2023
Q3 | $713K | Buy |
7,615
+107
| +1% | +$10K | 0.09% | 180 |
|
|
2023
Q2 | $751K | Sell |
7,508
-1,632
| -18% | -$163K | 0.1% | 177 |
|
|
2023
Q1 | $961K | Buy |
9,140
+1,491
| +19% | +$157K | 0.13% | 150 |
|
|
2022
Q4 | $836K | Sell |
7,649
-731
| -9% | -$79.9K | 0.09% | 180 |
|
|
2022
Q3 | $926K | Buy |
8,380
+31
| +0.4% | +$3.43K | 0.21% | 111 |
|
|
2022
Q2 | $1.08M | Buy |
8,349
+227
| +3% | +$29.4K | 0.23% | 108 |
|
|
2022
Q1 | $1.21M | Sell |
8,122
-212
| -3% | -$31.6K | 0.23% | 106 |
|
|
2021
Q4 | $1.48M | Buy |
8,334
+634
| +8% | +$113K | 0.28% | 90 |
|
|
2021
Q3 | $1.35M | Sell |
7,700
-562
| -7% | -$98.6K | 0.28% | 89 |
|
|
2021
Q2 | $1.64M | Buy |
8,262
+109
| +1% | +$21.7K | 0.34% | 77 |
|
|
2021
Q1 | $1.57M | Sell |
8,153
-138
| -2% | -$26.6K | 0.37% | 76 |
|
|
2020
Q4 | $1.45M | Sell |
8,291
-226
| -3% | -$39.5K | 0.35% | 78 |
|
|
2020
Q3 | $1.36M | Sell |
8,517
-779
| -8% | -$125K | 0.36% | 78 |
|
|
2020
Q2 | $1.45M | Sell |
9,296
-73
| -0.8% | -$11.4K | 0.41% | 71 |
|
|
2020
Q1 | $1.28M | Sell |
9,369
-956
| -9% | -$131K | 0.44% | 69 |
|
|
2019
Q4 | $1.82M | Sell |
10,325
-983
| -9% | -$173K | 0.51% | 61 |
|
|
2019
Q3 | $1.86M | Sell |
11,308
-70
| -0.6% | -$11.5K | 0.55% | 61 |
|
|
2019
Q2 | $1.97M | Buy |
+11,378
| New | +$1.97M | 0.58% | 55 |
|