SFWA
Summit Financial Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14.2M | Sell |
96,495
-141
| -0.1% | -$20.7K | 2.81% | 10 |
|
|
2024
Q4 | $14.5M | Buy |
96,636
+510
| +0.5% | +$76.5K | 2.84% | 9 |
|
|
2024
Q3 | $13.1M | Sell |
96,126
-361
| -0.4% | -$49.3K | 2.46% | 11 |
|
|
2024
Q2 | $9.86M | Buy |
96,487
+11,538
| +14% | +$1.18M | 2% | 13 |
|
|
2024
Q1 | $9.01M | Buy |
84,949
+5,167
| +6% | +$548K | 1.83% | 15 |
|
|
2023
Q4 | $8.72M | Buy |
79,782
+1,396
| +2% | +$153K | 1.98% | 16 |
|
|
2023
Q3 | $7.3M | Buy |
78,386
+39,368
| +101% | +$3.67M | 1.79% | 18 |
|
|
2023
Q2 | $3.91M | Buy |
39,018
+6,255
| +19% | +$626K | 0.9% | 30 |
|
|
2023
Q1 | $3.44M | Buy |
32,763
+6,113
| +23% | +$643K | 0.82% | 30 |
|
|
2022
Q4 | $3.2M | Sell |
26,650
-4,396
| -14% | -$527K | 0.77% | 31 |
|
|
2022
Q3 | $3.81M | Sell |
31,046
-26,972
| -46% | -$3.31M | 1.09% | 27 |
|
|
2022
Q2 | $7.78M | Buy |
58,018
+799
| +1% | +$107K | 1.86% | 19 |
|
|
2022
Q1 | $8.52M | Buy |
57,219
+9,473
| +20% | +$1.41M | 1.72% | 22 |
|
|
2021
Q4 | $8.61M | Buy |
47,746
+3,680
| +8% | +$663K | 1.67% | 20 |
|
|
2021
Q3 | $7.73M | Buy |
44,066
+759
| +2% | +$133K | 1.75% | 19 |
|
|
2021
Q2 | $8.6M | Buy |
43,307
+384
| +0.9% | +$76.3K | 1.94% | 16 |
|
|
2021
Q1 | $7.5M | Sell |
42,923
-142
| -0.3% | -$24.8K | 1.91% | 15 |
|
|
2020
Q4 | $6.9M | Buy |
43,065
+80
| +0.2% | +$12.8K | 1.88% | 16 |
|
|
2020
Q3 | $7M | Sell |
42,985
-731
| -2% | -$119K | 1.87% | 15 |
|
|
2020
Q2 | $6.76M | Buy |
43,716
+192
| +0.4% | +$29.7K | 1.8% | 12 |
|
|
2020
Q1 | $6.12M | Buy |
+43,524
| New | +$6.12M | 1.93% | 11 |
|
|
2018
Q1 | – | Sell |
-14,613
| Closed | -$3.44M | – | 151 |
|
|
2017
Q4 | $3.44M | Sell |
14,613
-398
| -3% | -$93.7K | 1.18% | 24 |
|
|
2017
Q3 | $3.15M | Sell |
15,011
-8,699
| -37% | -$1.83M | 1.15% | 26 |
|
|
2017
Q2 | $4.94M | Sell |
23,710
-611
| -3% | -$127K | 1.95% | 7 |
|
|
2017
Q1 | $4.65M | Sell |
24,321
-2,726
| -10% | -$522K | 2.03% | 7 |
|
|
2016
Q4 | $4.83M | Sell |
27,047
-262
| -1% | -$46.8K | 2.12% | 7 |
|
|
2016
Q3 | $4.81M | Sell |
27,309
-7,932
| -23% | -$1.4M | 2.08% | 7 |
|
|
2016
Q2 | $6.17M | Sell |
35,241
-1,892
| -5% | -$331K | 2.58% | 7 |
|
|
2016
Q1 | $6.19M | Sell |
37,133
-775
| -2% | -$129K | 2.71% | 8 |
|
|
2015
Q4 | $5.71M | Buy |
37,908
+983
| +3% | +$148K | 2.61% | 8 |
|
|
2015
Q3 | $5.23M | Buy |
36,925
+1,530
| +4% | +$217K | 3.38% | 6 |
|
|
2015
Q2 | $5.46M | Sell |
35,395
-65
| -0.2% | -$10K | 3.38% | 4 |
|
|
2015
Q1 | $5.72M | Sell |
35,460
-1,220
| -3% | -$197K | 3.87% | 4 |
|
|
2014
Q4 | $6.03M | Buy |
+36,680
| New | +$6.03M | 4.18% | 3 |
|