WIA
Westbourne Investment Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
2,020
| – | – | 0.09% | 93 |
|
|
2025
Q1 | $297K | Hold |
2,020
| – | – | 0.11% | 73 |
|
|
2024
Q4 | $261K | Hold |
2,020
| – | – | 0.09% | 76 |
|
|
2024
Q3 | $276K | Hold |
2,020
| – | – | 0.1% | 79 |
|
|
2024
Q2 | $206K | Hold |
2,020
| – | – | 0.07% | 85 |
|
|
2024
Q1 | $214K | Hold |
2,020
| – | – | 0.08% | 86 |
|
|
2023
Q4 | $221K | Buy |
+2,020
| New | +$221K | 0.09% | 84 |
|
|
2023
Q3 | – | Sell |
-2,020
| Closed | -$202K | – | 90 |
|
|
2023
Q2 | $202K | Sell |
2,020
-70
| -3% | -$7K | 0.09% | 88 |
|
|
2023
Q1 | $220K | Hold |
2,090
| – | – | 0.11% | 86 |
|
|
2022
Q4 | $251K | Hold |
2,090
| – | – | 0.13% | 81 |
|
|
2022
Q3 | $231K | Buy |
2,090
+420
| +25% | +$46.4K | 0.12% | 84 |
|
|
2022
Q2 | $216K | Hold |
1,670
| – | – | 0.13% | 75 |
|
|
2022
Q1 | $249K | Hold |
1,670
| – | – | 0.1% | 85 |
|
|
2021
Q4 | $297K | Buy |
+1,670
| New | +$297K | 0.12% | 86 |
|
|
2016
Q3 | – | Sell |
-850
| Closed | -$149K | – | 119 |
|
|
2016
Q2 | $149K | Buy |
+850
| New | +$149K | 0.13% | 112 |
|