VWA
Visionary Wealth Advisors’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $245K | Sell |
1,610
-12
| -0.7% | -$1.83K | 0.01% | 507 |
|
2025
Q1 | $238K | Buy |
1,622
+26
| +2% | +$3.82K | 0.01% | 489 |
|
2024
Q4 | $206K | Sell |
1,596
-160
| -9% | -$20.7K | 0.01% | 512 |
|
2024
Q3 | $240K | Buy |
+1,756
| New | +$240K | 0.01% | 484 |
|
2024
Q2 | – | Sell |
-33,603
| Closed | -$3.56M | – | 517 |
|
2024
Q1 | $3.56M | Buy |
33,603
+4,907
| +17% | +$520K | 0.24% | 110 |
|
2023
Q4 | $3.14M | Buy |
28,696
+535
| +2% | +$58.5K | 0.23% | 114 |
|
2023
Q3 | $2.64M | Buy |
28,161
+2,016
| +8% | +$189K | 0.21% | 123 |
|
2023
Q2 | $2.62M | Buy |
26,145
+1,647
| +7% | +$165K | 0.21% | 117 |
|
2023
Q1 | $2.57M | Buy |
+24,498
| New | +$2.57M | 0.22% | 108 |
|
2021
Q2 | – | Sell |
-1,351
| Closed | -$260K | – | 348 |
|
2021
Q1 | $260K | Sell |
1,351
-68
| -5% | -$13.1K | 0.03% | 275 |
|
2020
Q4 | $248K | Buy |
1,419
+120
| +9% | +$21K | 0.03% | 260 |
|
2020
Q3 | $208K | Buy |
+1,299
| New | +$208K | 0.03% | 241 |
|