TLA
Tanglewood Legacy Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-500
| Closed | -$73.4K | – | 297 |
|
|
2025
Q1 | $73.4K | Hold |
500
| – | – | 0.03% | 149 |
|
|
2024
Q4 | $64.5K | Hold |
500
| – | – | 0.03% | 155 |
|
|
2024
Q3 | $68.4K | Hold |
500
| – | – | 0.03% | 143 |
|
|
2024
Q2 | $51.1K | Hold |
500
| – | – | 0.02% | 157 |
|
|
2024
Q1 | $53K | Hold |
500
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $54.7K | Hold |
500
| – | – | 0.03% | 146 |
|
|
2023
Q3 | $46.8K | Sell |
500
-222
| -31% | -$20.8K | 0.03% | 162 |
|
|
2023
Q2 | $72.3K | Hold |
722
| – | – | 0.04% | 135 |
|
|
2023
Q1 | $75.9K | Hold |
722
| – | – | 0.05% | 126 |
|
|
2022
Q4 | $86.6K | Buy |
+722
| New | +$86.6K | 0.06% | 102 |
|