SWA
Stratos Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
3,942
+1
| +0% | +$152 | 0.03% | 413 |
|
|
2025
Q1 | $579K | Buy |
3,941
+102
| +3% | +$15K | 0.03% | 407 |
|
|
2024
Q4 | $496K | Sell |
3,839
-320
| -8% | -$41.3K | 0.02% | 476 |
|
|
2024
Q3 | $569K | Sell |
4,159
-171
| -4% | -$23.4K | 0.03% | 472 |
|
|
2024
Q2 | $442K | Sell |
4,330
-217
| -5% | -$22.2K | 0.02% | 502 |
|
|
2024
Q1 | $482K | Sell |
4,547
-256
| -5% | -$27.2K | 0.03% | 466 |
|
|
2023
Q4 | $525K | Buy |
4,803
+183
| +4% | +$20K | 0.03% | 454 |
|
|
2023
Q3 | $433K | Buy |
4,620
+193
| +4% | +$18.1K | 0.03% | 453 |
|
|
2023
Q2 | $443K | Buy |
4,427
+750
| +20% | +$75.1K | 0.03% | 444 |
|
|
2023
Q1 | $387K | Buy |
3,677
+200
| +6% | +$21K | 0.03% | 452 |
|
|
2022
Q4 | $417K | Sell |
3,477
-1,840
| -35% | -$221K | 0.03% | 429 |
|
|
2022
Q3 | $588K | Buy |
5,317
+191
| +4% | +$21.1K | 0.06% | 330 |
|
|
2022
Q2 | $663K | Sell |
5,126
-11,312
| -69% | -$1.46M | 0.06% | 319 |
|
|
2022
Q1 | $2.45M | Sell |
16,438
-2,671
| -14% | -$398K | 0.2% | 133 |
|
|
2021
Q4 | $3.39M | Sell |
19,109
-269
| -1% | -$47.8K | 0.24% | 117 |
|
|
2021
Q3 | $3.4M | Buy |
19,378
+2,916
| +18% | +$511K | 0.29% | 98 |
|
|
2021
Q2 | $3.27M | Buy |
16,462
+840
| +5% | +$167K | 0.29% | 93 |
|
|
2021
Q1 | $3.01M | Buy |
15,622
+3,076
| +25% | +$593K | 0.32% | 90 |
|
|
2020
Q4 | $2.19M | Buy |
12,546
+847
| +7% | +$148K | 0.3% | 81 |
|
|
2020
Q3 | $1.87M | Sell |
11,699
-544
| -4% | -$87.1K | 0.46% | 56 |
|
|
2020
Q2 | $1.91M | Buy |
12,243
+9,502
| +347% | +$1.48M | 0.59% | 49 |
|
|
2020
Q1 | $374K | Buy |
2,741
+411
| +18% | +$56.1K | 0.26% | 92 |
|
|
2019
Q4 | $411K | Sell |
2,330
-183
| -7% | -$32.3K | 0.23% | 95 |
|
|
2019
Q3 | $413K | Sell |
2,513
-348
| -12% | -$57.2K | 0.16% | 139 |
|
|
2019
Q2 | $496K | Buy |
2,861
+181
| +7% | +$31.4K | 0.2% | 116 |
|
|
2019
Q1 | $557K | Buy |
2,680
+167
| +7% | +$34.7K | 0.3% | 90 |
|
|
2018
Q4 | $479K | Buy |
+2,513
| New | +$479K | 0.32% | 93 |
|