TFA
Toth Financial Advisory’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Buy |
23,248
+2,764
| +13% | +$421K | 0.41% | 79 |
|
|
2025
Q1 | $3.01M | Sell |
20,484
-4,588
| -18% | -$674K | 0.36% | 85 |
|
|
2024
Q4 | $3.24M | Sell |
25,072
-605
| -2% | -$78.1K | 0.38% | 83 |
|
|
2024
Q3 | $3.51M | Sell |
25,677
-4,176
| -14% | -$571K | 0.41% | 81 |
|
|
2024
Q2 | $3.05M | Buy |
29,853
+4,007
| +16% | +$409K | 0.39% | 84 |
|
|
2024
Q1 | $2.74M | Buy |
25,846
+4,219
| +20% | +$448K | 0.34% | 88 |
|
|
2023
Q4 | $2.36M | Sell |
21,627
-657
| -3% | -$71.8K | 0.32% | 90 |
|
|
2023
Q3 | $2.09M | Buy |
22,284
+3,111
| +16% | +$291K | 0.32% | 87 |
|
|
2023
Q2 | $1.92M | Sell |
19,173
-2,729
| -12% | -$273K | 0.28% | 94 |
|
|
2023
Q1 | $2.3M | Sell |
21,902
-3,260
| -13% | -$343K | 0.36% | 79 |
|
|
2022
Q4 | $3.02M | Sell |
25,162
-1,183
| -4% | -$142K | 0.49% | 65 |
|
|
2022
Q3 | $2.91M | Sell |
26,345
-2,274
| -8% | -$251K | 0.53% | 67 |
|
|
2022
Q2 | $3.7M | Buy |
28,619
+6,177
| +28% | +$799K | 0.65% | 59 |
|
|
2022
Q1 | $3.34M | Buy |
22,442
+3,913
| +21% | +$583K | 0.5% | 68 |
|
|
2021
Q4 | $3.29M | Sell |
18,529
-684
| -4% | -$121K | 0.45% | 76 |
|
|
2021
Q3 | $3.37M | Buy |
19,213
+816
| +4% | +$143K | 0.51% | 65 |
|
|
2021
Q2 | $3.65M | Buy |
18,397
+1,372
| +8% | +$273K | 0.56% | 62 |
|
|
2021
Q1 | $3.28M | Buy |
17,025
+2,947
| +21% | +$568K | 0.52% | 65 |
|
|
2020
Q4 | $2.46M | Buy |
14,078
+4,133
| +42% | +$722K | 0.42% | 73 |
|
|
2020
Q3 | $1.59M | Buy |
9,945
+1,905
| +24% | +$305K | 0.31% | 80 |
|
|
2020
Q2 | $1.25M | Buy |
8,040
+2,841
| +55% | +$443K | 0.27% | 84 |
|
|
2020
Q1 | $710K | Sell |
5,199
-401
| -7% | -$54.8K | 0.21% | 91 |
|
|
2019
Q4 | $988K | Sell |
5,600
-930
| -14% | -$164K | 0.2% | 91 |
|
|
2019
Q3 | $1.07M | Buy |
6,530
+700
| +12% | +$115K | 0.24% | 81 |
|
|
2019
Q2 | $1.01M | Buy |
5,830
+1,684
| +41% | +$292K | 0.23% | 80 |
|
|
2019
Q1 | $861K | Buy |
4,146
+1,534
| +59% | +$319K | 0.2% | 85 |
|
|
2018
Q4 | $498K | Buy |
2,612
+893
| +52% | +$170K | 0.14% | 95 |
|
|
2018
Q3 | $362K | Buy |
1,719
+575
| +50% | +$121K | 0.08% | 131 |
|
|
2018
Q2 | $225K | Buy |
1,144
+45
| +4% | +$8.85K | 0.05% | 143 |
|
|
2018
Q1 | $241K | Buy |
1,099
+2
| +0.2% | +$439 | 0.06% | 144 |
|
|
2017
Q4 | $258K | Buy |
1,097
+3
| +0.3% | +$706 | 0.06% | 139 |
|
|
2017
Q3 | $230K | Sell |
1,094
-12
| -1% | -$2.52K | 0.06% | 135 |
|
|
2017
Q2 | $230K | Buy |
1,106
+2
| +0.2% | +$416 | 0.06% | 129 |
|
|
2017
Q1 | $211K | Buy |
+1,104
| New | +$211K | 0.06% | 126 |
|