UWM
USAdvisors Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Sell |
26,887
-242
| -0.9% | -$36.8K | 1.52% | 23 |
|
|
2025
Q1 | $3.98M | Sell |
27,129
-45
| -0.2% | -$6.61K | 1.39% | 24 |
|
|
2024
Q4 | $3.51M | Sell |
27,174
-493
| -2% | -$63.6K | 1.14% | 27 |
|
|
2024
Q3 | $3.8M | Sell |
27,667
-1,952
| -7% | -$268K | 1.33% | 27 |
|
|
2024
Q2 | $3.03M | Buy |
29,619
+14
| +0% | +$1.43K | 1.06% | 29 |
|
|
2024
Q1 | $3.1M | Sell |
29,605
-1,728
| -6% | -$181K | 1.17% | 28 |
|
|
2023
Q4 | $3.43M | Buy |
31,333
+959
| +3% | +$105K | 1.42% | 24 |
|
|
2023
Q3 | $2.84M | Buy |
30,374
+87
| +0.3% | +$8.14K | 1.27% | 26 |
|
|
2023
Q2 | $3.03M | Sell |
30,287
-3,600
| -11% | -$360K | 1.44% | 23 |
|
|
2023
Q1 | $3.56M | Sell |
33,887
-1,550
| -4% | -$163K | 1.7% | 20 |
|
|
2022
Q4 | $4.25M | Sell |
35,437
-28
| -0.1% | -$3.36K | 2.05% | 18 |
|
|
2022
Q3 | $3.92M | Sell |
35,465
-715
| -2% | -$79K | 2.01% | 18 |
|
|
2022
Q2 | $4.68M | Buy |
36,180
+1,756
| +5% | +$227K | 2.35% | 14 |
|
|
2022
Q1 | $5.13M | Sell |
34,424
-584
| -2% | -$86.9K | 2.19% | 15 |
|
|
2021
Q4 | $6.22M | Sell |
35,008
-347
| -1% | -$61.6K | 2.53% | 15 |
|
|
2021
Q3 | $6.2M | Buy |
35,355
+1,655
| +5% | +$290K | 2.69% | 14 |
|
|
2021
Q2 | $6.69M | Sell |
33,700
-304
| -0.9% | -$60.4K | 3.64% | 7 |
|
|
2021
Q1 | $6.55M | Sell |
34,004
-1,308
| -4% | -$252K | 3.17% | 12 |
|
|
2020
Q4 | $6.2M | Sell |
35,312
-1,887
| -5% | -$331K | 2.98% | 12 |
|
|
2020
Q3 | $5.96K | Buy |
37,199
+6
| +0% | +$1 | 0.93% | 14 |
|
|
2020
Q2 | $5.8M | Sell |
37,193
-11,247
| -23% | -$1.75M | 3.08% | 13 |
|
|
2020
Q1 | $6.61M | Sell |
48,440
-308
| -0.6% | -$42K | 4.08% | 9 |
|
|
2019
Q4 | $8.55M | Buy |
48,748
+3,366
| +7% | +$591K | 4.43% | 9 |
|
|
2019
Q3 | $7.46M | Buy |
+45,382
| New | +$7.46M | 3.85% | 13 |
|