TBWA
Three Bridge Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,988
| Closed | -$612K | – | 89 |
|
|
2024
Q2 | $612K | Sell |
5,988
-186
| -3% | -$19K | 0.24% | 53 |
|
|
2024
Q1 | $655K | Buy |
6,174
+3,585
| +138% | +$380K | 0.26% | 56 |
|
|
2023
Q4 | $283K | Sell |
2,589
-4,166
| -62% | -$455K | 0.1% | 75 |
|
|
2023
Q3 | $632K | Buy |
6,755
+2,883
| +74% | +$270K | 0.26% | 56 |
|
|
2023
Q2 | $388K | Sell |
3,872
-159
| -4% | -$15.9K | 0.16% | 65 |
|
|
2023
Q1 | $424K | Buy |
4,031
+1,161
| +40% | +$122K | 0.2% | 58 |
|
|
2022
Q4 | $344K | Sell |
2,870
-1,367
| -32% | -$164K | 0.18% | 58 |
|
|
2022
Q3 | $468K | Sell |
4,237
-92
| -2% | -$10.2K | 0.24% | 56 |
|
|
2022
Q2 | $560K | Sell |
4,329
-450
| -9% | -$58.2K | 0.27% | 55 |
|
|
2022
Q1 | $711K | Buy |
+4,779
| New | +$711K | 0.2% | 52 |
|