SWA
Sutton Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $195K | Sell |
2,080
-25
| -1% | -$2.34K | 0.1% | 109 |
|
|
2023
Q2 | $211K | Buy |
2,105
+158
| +8% | +$15.8K | 0.1% | 102 |
|
|
2023
Q1 | $205K | Sell |
1,947
-985
| -34% | -$104K | 0.11% | 103 |
|
|
2022
Q4 | $352K | Buy |
2,932
+297
| +11% | +$35.6K | 0.13% | 115 |
|
|
2022
Q3 | $291K | Buy |
2,635
+821
| +45% | +$90.7K | 0.12% | 130 |
|
|
2022
Q2 | $235K | Buy |
1,814
+332
| +22% | +$43K | 0.09% | 148 |
|
|
2022
Q1 | $221K | Buy |
1,482
+351
| +31% | +$52.2K | 0.08% | 171 |
|
|
2021
Q4 | $201K | Buy |
1,131
+27
| +2% | +$4.79K | 0.07% | 177 |
|
|
2021
Q3 | $194K | Sell |
1,104
-10
| -0.9% | -$1.75K | 0.07% | 178 |
|
|
2021
Q2 | $221K | Hold |
1,114
| – | – | 0.08% | 169 |
|
|
2021
Q1 | $215K | Buy |
1,114
+8
| +0.7% | +$1.54K | 0.08% | 165 |
|
|
2020
Q4 | $193K | Buy |
1,106
+14
| +1% | +$2.45K | 0.08% | 161 |
|
|
2020
Q3 | $175K | Buy |
1,092
+3
| +0.3% | +$481 | 0.08% | 155 |
|
|
2020
Q2 | $170K | Sell |
1,089
-3
| -0.3% | -$468 | 0.09% | 151 |
|
|
2020
Q1 | $149K | Sell |
1,092
-104
| -9% | -$14.2K | 0.09% | 152 |
|
|
2019
Q4 | $211K | Hold |
1,196
| – | – | 0.11% | 147 |
|
|
2019
Q3 | $197K | Buy |
1,196
+187
| +19% | +$30.7K | 0.11% | 148 |
|
|
2019
Q2 | $175K | Sell |
1,009
-17
| -2% | -$2.95K | 0.1% | 156 |
|
|
2019
Q1 | $213K | Buy |
1,026
+8
| +0.8% | +$1.66K | 0.12% | 132 |
|
|
2018
Q4 | $194K | Buy |
1,018
+12
| +1% | +$2.29K | 0.13% | 132 |
|
|
2018
Q3 | $212K | Buy |
1,006
+29
| +3% | +$6.11K | 0.14% | 121 |
|
|
2018
Q2 | $192K | Hold |
977
| – | – | 0.13% | 129 |
|
|
2018
Q1 | $214K | Hold |
977
| – | – | 0.15% | 117 |
|
|
2017
Q4 | $230K | Hold |
977
| – | – | 0.17% | 113 |
|
|
2017
Q3 | $205K | Hold |
977
| – | – | 0.16% | 113 |
|
|
2017
Q2 | $203K | Buy |
977
+9
| +0.9% | +$1.87K | 0.16% | 110 |
|
|
2017
Q1 | $185K | Hold |
968
| – | – | 0.16% | 112 |
|
|
2016
Q4 | $173K | Hold |
968
| – | – | 0.15% | 112 |
|
|
2016
Q3 | $171K | Hold |
968
| – | – | 0.16% | 109 |
|
|
2016
Q2 | $170K | Hold |
968
| – | – | 0.16% | 109 |
|
|
2016
Q1 | $161K | Buy |
+968
| New | +$161K | 0.15% | 116 |
|