TWA
TCI Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
8,916
-1,573
| -15% | -$239K | 0.09% | 79 |
|
|
2025
Q1 | $1.54M | Sell |
10,489
-104
| -1% | -$15.3K | 0.12% | 62 |
|
|
2024
Q4 | $1.37M | Sell |
10,593
-194
| -2% | -$25K | 0.11% | 69 |
|
|
2024
Q3 | $1.47M | Sell |
10,787
-1,390
| -11% | -$190K | 0.12% | 65 |
|
|
2024
Q2 | $1.24M | Sell |
12,177
-74
| -0.6% | -$7.56K | 0.12% | 66 |
|
|
2024
Q1 | $1.3M | Buy |
12,251
+139
| +1% | +$14.7K | 0.13% | 66 |
|
|
2023
Q4 | $1.32M | Sell |
12,112
-43
| -0.4% | -$4.7K | 0.14% | 61 |
|
|
2023
Q3 | $1.14M | Sell |
12,155
-477
| -4% | -$44.7K | 0.15% | 64 |
|
|
2023
Q2 | $1.26M | Sell |
12,632
-159
| -1% | -$15.9K | 0.16% | 57 |
|
|
2023
Q1 | $1.34M | Sell |
12,791
-3,610
| -22% | -$379K | 0.17% | 52 |
|
|
2022
Q4 | $1.97M | Buy |
16,401
+366
| +2% | +$43.9K | 0.27% | 42 |
|
|
2022
Q3 | $1.77M | Sell |
16,035
-1,030
| -6% | -$114K | 0.29% | 41 |
|
|
2022
Q2 | $2.21M | Buy |
17,065
+100
| +0.6% | +$12.9K | 0.34% | 37 |
|
|
2022
Q1 | $2.53M | Sell |
16,965
-160
| -0.9% | -$23.8K | 0.38% | 29 |
|
|
2021
Q4 | $3.04M | Sell |
17,125
-875
| -5% | -$155K | 0.45% | 24 |
|
|
2021
Q3 | $3.16M | Sell |
18,000
-281
| -2% | -$49.3K | 0.48% | 24 |
|
|
2021
Q2 | $3.63M | Sell |
18,281
-57
| -0.3% | -$11.3K | 0.61% | 17 |
|
|
2021
Q1 | $3.53M | Sell |
18,338
-87
| -0.5% | -$16.8K | 1.5% | 11 |
|
|
2020
Q4 | $3.22M | Sell |
18,425
-56
| -0.3% | -$9.79K | 1.44% | 10 |
|
|
2020
Q3 | $2.96M | Sell |
18,481
-210
| -1% | -$33.6K | 1.17% | 12 |
|
|
2020
Q2 | $2.92M | Sell |
18,691
-126
| -0.7% | -$19.7K | 1.25% | 11 |
|
|
2020
Q1 | $2.57M | Sell |
18,817
-122
| -0.6% | -$16.7K | 1.27% | 14 |
|
|
2019
Q4 | $3.34M | Sell |
18,939
-421
| -2% | -$74.3K | 1.3% | 13 |
|
|
2019
Q3 | $3.18M | Sell |
19,360
-181
| -0.9% | -$29.8K | 1.41% | 13 |
|
|
2019
Q2 | $3.39M | Sell |
19,541
-145
| -0.7% | -$25.1K | 1.53% | 13 |
|
|
2019
Q1 | $4.09M | Sell |
19,686
-709
| -3% | -$147K | 1.8% | 10 |
|
|
2018
Q4 | $3.89M | Sell |
20,395
-784
| -4% | -$149K | 1.88% | 10 |
|
|
2018
Q3 | $4.46M | Sell |
21,179
-1,780
| -8% | -$375K | 1.87% | 9 |
|
|
2018
Q2 | $4.52M | Buy |
22,959
+155
| +0.7% | +$30.5K | 2.01% | 9 |
|
|
2018
Q1 | $5.01M | Buy |
22,804
+1
| +0% | +$220 | 2.32% | 7 |
|
|
2017
Q4 | $5.37M | Buy |
22,803
+103
| +0.5% | +$24.2K | 2.36% | 6 |
|
|
2017
Q3 | $4.77M | Buy |
22,700
+23
| +0.1% | +$4.83K | 2.33% | 7 |
|
|
2017
Q2 | $4.72M | Sell |
22,677
-58
| -0.3% | -$12.1K | 2.41% | 6 |
|
|
2017
Q1 | $4.35M | Buy |
22,735
+212
| +0.9% | +$40.6K | 2.27% | 7 |
|
|
2016
Q4 | $4.02M | Buy |
22,523
+6
| +0% | +$1.07K | 2.11% | 7 |
|
|
2016
Q3 | $3.97M | Sell |
22,517
-602
| -3% | -$106K | 2.16% | 7 |
|
|
2016
Q2 | $4.05M | Sell |
23,119
-289
| -1% | -$50.6K | 2.25% | 7 |
|
|
2016
Q1 | $3.9M | Buy |
23,408
+3,822
| +20% | +$637K | 2.16% | 7 |
|
|
2015
Q4 | $2.95M | Sell |
19,586
-321
| -2% | -$48.3K | 1.64% | 11 |
|
|
2015
Q3 | $2.82M | Buy |
19,907
+989
| +5% | +$140K | 1.7% | 10 |
|
|
2015
Q2 | $2.92M | Sell |
18,918
-202
| -1% | -$31.2K | 1.67% | 9 |
|
|
2015
Q1 | $3.15M | Buy |
19,120
+1,342
| +8% | +$221K | 1.98% | 8 |
|
|
2014
Q4 | $2.92M | Buy |
17,778
+79
| +0.4% | +$13K | 1.81% | 10 |
|
|
2014
Q3 | $2.51M | Sell |
17,699
-677
| -4% | -$95.9K | 1.58% | 13 |
|
|
2014
Q2 | $2.63M | Sell |
18,376
-269
| -1% | -$38.5K | 1.58% | 13 |
|
|
2014
Q1 | $2.53M | Sell |
18,645
-123
| -0.7% | -$16.7K | 1.65% | 12 |
|
|
2013
Q4 | $2.63M | Buy |
18,768
+435
| +2% | +$61K | 1.65% | 12 |
|
|
2013
Q3 | $2.19M | Sell |
18,333
-1
| -0% | -$119 | 1.66% | 11 |
|
|
2013
Q2 | $2M | Buy |
+18,334
| New | +$2M | 1.52% | 13 |
|