WAOTB
Wealth Advisors of Tampa Bay’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
18,060
+310
| +2% | +$47.2K | 1.04% | 40 |
|
|
2025
Q1 | $2.61M | Buy |
17,750
+6,615
| +59% | +$971K | 1.06% | 38 |
|
|
2024
Q4 | $1.44M | Buy |
11,135
+33
| +0.3% | +$4.26K | 0.62% | 48 |
|
|
2024
Q3 | $1.52M | Sell |
11,102
-310
| -3% | -$42.4K | 0.63% | 52 |
|
|
2024
Q2 | $1.17M | Sell |
11,412
-22,398
| -66% | -$2.29M | 0.54% | 55 |
|
|
2024
Q1 | $3.59M | Buy |
33,810
+3,855
| +13% | +$409K | 1.7% | 26 |
|
|
2023
Q4 | $3.27M | Sell |
29,955
-26,425
| -47% | -$2.89M | 1.65% | 23 |
|
|
2023
Q3 | $5.28M | Buy |
56,380
+33,570
| +147% | +$3.14M | 1.45% | 31 |
|
|
2023
Q2 | $2.28M | Buy |
+22,810
| New | +$2.28M | 1.25% | 35 |
|