TPWA
TRUE Private Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Sell |
24,091
-1,573
| -6% | -$239K | 0.41% | 41 |
|
|
2025
Q1 | $3.77M | Sell |
25,664
-3,752
| -13% | -$551K | 0.46% | 40 |
|
|
2024
Q4 | $3.8M | Sell |
29,416
-314
| -1% | -$40.5K | 0.46% | 39 |
|
|
2024
Q3 | $4.06M | Sell |
29,730
-1,275
| -4% | -$174K | 0.48% | 42 |
|
|
2024
Q2 | $3.17M | Buy |
31,005
+2,190
| +8% | +$224K | 0.36% | 49 |
|
|
2024
Q1 | $3.06M | Buy |
28,815
+22,384
| +348% | +$2.37M | 0.35% | 48 |
|
|
2023
Q4 | $703K | Sell |
6,431
-27,668
| -81% | -$3.02M | 0.09% | 120 |
|
|
2023
Q3 | $3.19M | Buy |
34,099
+2,469
| +8% | +$231K | 0.44% | 46 |
|
|
2023
Q2 | $3.17M | Buy |
31,630
+1,473
| +5% | +$147K | 0.47% | 40 |
|
|
2023
Q1 | $3.17M | Buy |
30,157
+2,443
| +9% | +$257K | 0.47% | 39 |
|
|
2022
Q4 | $3.32M | Sell |
27,714
-1,496
| -5% | -$179K | 0.51% | 33 |
|
|
2022
Q3 | $3.23M | Buy |
29,210
+6,186
| +27% | +$683K | 0.49% | 32 |
|
|
2022
Q2 | $2.98M | Sell |
23,024
-883
| -4% | -$114K | 0.43% | 41 |
|
|
2022
Q1 | $3.69M | Buy |
23,907
+3,825
| +19% | +$590K | 0.52% | 32 |
|
|
2021
Q4 | $3.57M | Sell |
20,082
-392
| -2% | -$69.6K | 0.51% | 34 |
|
|
2021
Q3 | $3.59M | Sell |
20,474
-86
| -0.4% | -$15.1K | 0.52% | 32 |
|
|
2021
Q2 | $4.08M | Sell |
20,560
-93
| -0.5% | -$18.5K | 0.61% | 24 |
|
|
2021
Q1 | $3.98M | Buy |
20,653
+894
| +5% | +$172K | 0.64% | 22 |
|
|
2020
Q4 | $3.45M | Sell |
19,759
-313
| -2% | -$54.7K | 0.58% | 25 |
|
|
2020
Q3 | $3.22M | Buy |
20,072
+181
| +0.9% | +$29K | 0.55% | 25 |
|
|
2020
Q2 | $3.1M | Buy |
19,891
+2,802
| +16% | +$437K | 0.57% | 31 |
|
|
2020
Q1 | $2.33M | Buy |
17,089
+15,668
| +1,103% | +$2.14M | 0.5% | 36 |
|
|
2019
Q4 | $250K | Sell |
1,421
-54
| -4% | -$9.5K | 0.04% | 190 |
|
|
2019
Q3 | $242K | Buy |
1,475
+594
| +67% | +$97.5K | 0.04% | 178 |
|
|
2019
Q2 | $152K | Buy |
+881
| New | +$152K | 0.03% | 226 |
|
|
2019
Q1 | – | Sell |
-4,032
| Closed | -$768K | – | 235 |
|
|
2018
Q4 | $768K | Sell |
4,032
-18
| -0.4% | -$3.43K | 0.14% | 104 |
|
|
2018
Q3 | $853K | Sell |
4,050
-29
| -0.7% | -$6.11K | 0.12% | 115 |
|
|
2018
Q2 | $802K | Sell |
4,079
-13
| -0.3% | -$2.56K | 0.13% | 105 |
|
|
2018
Q1 | $898K | Buy |
4,092
+422
| +11% | +$92.6K | 0.15% | 91 |
|
|
2017
Q4 | $863K | Buy |
3,670
+2,041
| +125% | +$480K | 0.15% | 89 |
|
|
2017
Q3 | $342K | Sell |
1,629
-4
| -0.2% | -$840 | 0.08% | 112 |
|
|
2017
Q2 | $340K | Sell |
1,633
-942
| -37% | -$196K | 0.08% | 102 |
|
|
2017
Q1 | $489K | Buy |
2,575
+367
| +17% | +$69.7K | 0.11% | 82 |
|
|
2016
Q4 | $386K | Buy |
2,208
+142
| +7% | +$24.8K | 0.09% | 91 |
|
|
2016
Q3 | $351K | Sell |
2,066
-204
| -9% | -$34.7K | 0.11% | 90 |
|
|
2016
Q2 | $397K | Buy |
2,270
+76
| +3% | +$13.3K | 0.13% | 81 |
|
|
2016
Q1 | $366K | Sell |
2,194
-15
| -0.7% | -$2.5K | 0.14% | 78 |
|
|
2015
Q4 | $333K | Buy |
+2,209
| New | +$333K | 0.15% | 73 |
|