WAAG
Wealth Alliance Advisory Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,532
| Closed | -$463K | – | 206 |
|
|
2024
Q2 | $463K | Sell |
4,532
-557
| -11% | -$56.9K | 0.1% | 114 |
|
|
2024
Q1 | $540K | Sell |
5,089
-67
| -1% | -$7.11K | 0.13% | 97 |
|
|
2023
Q4 | $564K | Sell |
5,156
-126
| -2% | -$13.8K | 0.15% | 88 |
|
|
2023
Q3 | $495K | Buy |
5,282
+35
| +0.7% | +$3.28K | 0.15% | 90 |
|
|
2023
Q2 | $525K | Buy |
5,247
+519
| +11% | +$51.9K | 0.19% | 84 |
|
|
2023
Q1 | $497K | Buy |
4,728
+2,145
| +83% | +$225K | 0.19% | 84 |
|
|
2022
Q4 | $310K | Sell |
2,583
-959
| -27% | -$115K | 0.12% | 112 |
|
|
2022
Q3 | $391K | Sell |
3,542
-333
| -9% | -$36.8K | 0.17% | 84 |
|
|
2022
Q2 | $501K | Buy |
3,875
+1,390
| +56% | +$180K | 0.24% | 71 |
|
|
2022
Q1 | $370K | Sell |
2,485
-931
| -27% | -$139K | 0.16% | 97 |
|
|
2021
Q4 | $607K | Buy |
3,416
+216
| +7% | +$38.4K | 0.26% | 68 |
|
|
2021
Q3 | $561K | Buy |
3,200
+194
| +6% | +$34K | 0.27% | 63 |
|
|
2021
Q2 | $597K | Hold |
3,006
| – | – | 0.29% | 60 |
|
|
2021
Q1 | $579K | Buy |
3,006
+12
| +0.4% | +$2.31K | 0.3% | 62 |
|
|
2020
Q4 | $523K | Sell |
2,994
-1,700
| -36% | -$297K | 0.28% | 59 |
|
|
2020
Q3 | $752K | Sell |
4,694
-100
| -2% | -$16K | 0.44% | 44 |
|
|
2020
Q2 | $748K | Buy |
4,794
+24
| +0.5% | +$3.75K | 0.46% | 40 |
|
|
2020
Q1 | $651K | Buy |
4,770
+62
| +1% | +$8.46K | 0.51% | 39 |
|
|
2019
Q4 | $831K | Sell |
4,708
-11
| -0.2% | -$1.94K | 0.47% | 40 |
|
|
2019
Q3 | $746K | Sell |
4,719
-548
| -10% | -$86.6K | 0.46% | 41 |
|
|
2019
Q2 | $910K | Buy |
5,267
+39
| +0.7% | +$6.74K | 0.56% | 37 |
|
|
2019
Q1 | $936K | Sell |
5,228
-44
| -0.8% | -$7.88K | 0.6% | 32 |
|
|
2018
Q4 | $1.01M | Buy |
5,272
+130
| +3% | +$24.8K | 0.75% | 30 |
|
|
2018
Q3 | $1.08M | Hold |
5,142
| – | – | 0.55% | 38 |
|
|
2018
Q2 | $1.01M | Hold |
5,142
| – | – | 0.55% | 38 |
|
|
2018
Q1 | $1.13M | Buy |
5,142
+500
| +11% | +$110K | 0.66% | 35 |
|
|
2017
Q4 | $1.09M | Buy |
+4,642
| New | +$1.09M | 0.98% | 31 |
|