WA
Wealth Architects’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
1,749
+20
| +1% | +$3.05K | 0.03% | 185 |
|
|
2025
Q1 | $254K | Sell |
1,729
-21
| -1% | -$3.08K | 0.03% | 191 |
|
|
2024
Q4 | $226K | Sell |
1,750
-3
| -0.2% | -$387 | 0.03% | 196 |
|
|
2024
Q3 | $240K | Buy |
+1,753
| New | +$240K | 0.03% | 187 |
|
|
2024
Q1 | – | Sell |
-1,997
| Closed | -$218K | – | 212 |
|
|
2023
Q4 | $218K | Buy |
+1,997
| New | +$218K | 0.03% | 183 |
|
|
2022
Q3 | – | Sell |
-1,830
| Closed | -$237K | – | 184 |
|
|
2022
Q2 | $237K | Buy |
1,830
+40
| +2% | +$5.18K | 0.05% | 154 |
|
|
2022
Q1 | $267K | Sell |
1,790
-58
| -3% | -$8.65K | 0.05% | 161 |
|
|
2021
Q4 | $328K | Buy |
1,848
+419
| +29% | +$74.4K | 0.06% | 146 |
|
|
2021
Q3 | $251K | Buy |
1,429
+55
| +4% | +$9.66K | 0.05% | 156 |
|
|
2021
Q2 | $273K | Sell |
1,374
-46
| -3% | -$9.14K | 0.05% | 142 |
|
|
2021
Q1 | $274K | Sell |
1,420
-600
| -30% | -$116K | 0.06% | 128 |
|
|
2020
Q4 | $353K | Sell |
2,020
-1,146
| -36% | -$200K | 0.08% | 103 |
|
|
2020
Q3 | $507K | Sell |
3,166
-1,164
| -27% | -$186K | 0.14% | 69 |
|
|
2020
Q2 | $675K | Sell |
4,330
-1,141
| -21% | -$178K | 0.19% | 52 |
|
|
2020
Q1 | $747K | Sell |
5,471
-1,156
| -17% | -$158K | 0.26% | 43 |
|
|
2019
Q4 | $1.17M | Sell |
6,627
-1,342
| -17% | -$237K | 0.33% | 30 |
|
|
2019
Q3 | $1.31M | Sell |
7,969
-1,210
| -13% | -$199K | 0.4% | 27 |
|
|
2019
Q2 | $1.59M | Sell |
9,179
-1,341
| -13% | -$232K | 0.48% | 25 |
|
|
2019
Q1 | $2.19M | Sell |
10,520
-1,391
| -12% | -$289K | 0.68% | 20 |
|
|
2018
Q4 | $2.27M | Sell |
11,911
-1,107
| -9% | -$211K | 0.82% | 20 |
|
|
2018
Q3 | $2.74M | Sell |
13,018
-630
| -5% | -$133K | 0.85% | 20 |
|
|
2018
Q2 | $2.69M | Sell |
13,648
-1,152
| -8% | -$227K | 0.87% | 20 |
|
|
2018
Q1 | $3.25M | Sell |
14,800
-842
| -5% | -$185K | 1.08% | 17 |
|
|
2017
Q4 | $3.68M | Sell |
15,642
-1,525
| -9% | -$359K | 1.21% | 16 |
|
|
2017
Q3 | $3.6M | Sell |
17,167
-2
| -0% | -$420 | 1.25% | 15 |
|
|
2017
Q2 | $3.57M | Sell |
17,169
-120
| -0.7% | -$25K | 1.33% | 12 |
|
|
2017
Q1 | $3.31M | Hold |
17,289
| – | – | 1.31% | 14 |
|
|
2016
Q4 | $3.09M | Hold |
17,289
| – | – | 1.37% | 13 |
|
|
2016
Q3 | $3.05M | Sell |
17,289
-510
| -3% | -$89.9K | 1.41% | 12 |
|
|
2016
Q2 | $3.12M | Hold |
17,799
| – | – | 1.51% | 12 |
|
|
2016
Q1 | $2.97M | Hold |
17,799
| – | – | 1.48% | 13 |
|
|
2015
Q4 | $2.68M | Hold |
17,799
| – | – | 1.33% | 13 |
|
|
2015
Q3 | $2.52M | Buy |
17,799
+15,399
| +642% | +$2.18M | 1.35% | 13 |
|
|
2015
Q2 | $370K | Sell |
2,400
-93
| -4% | -$14.3K | 0.2% | 76 |
|
|
2015
Q1 | $411K | Sell |
2,493
-68
| -3% | -$11.2K | 0.24% | 58 |
|
|
2014
Q4 | $421K | Buy |
+2,561
| New | +$421K | 0.25% | 57 |
|