WOSD
WFA of San Diego’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.9K | Buy |
+400
| New | +$60.9K | 0.04% | 179 |
|
|
2024
Q3 | $63.2K | Hold |
462
| – | – | 0.05% | 166 |
|
|
2024
Q2 | $47.2K | Buy |
+462
| New | +$47.2K | 0.04% | 181 |
|
|
2023
Q3 | $46.8K | Hold |
500
| – | – | 0.05% | 175 |
|
|
2023
Q2 | $50K | Buy |
+500
| New | +$50K | 0.05% | 169 |
|
|
2023
Q1 | – | Sell |
-613
| Closed | -$73.5K | – | 277 |
|
|
2022
Q4 | $73.5K | Buy |
+613
| New | +$73.5K | 0.06% | 160 |
|
|
2022
Q3 | – | Sell |
-613
| Closed | -$79K | – | 273 |
|
|
2022
Q2 | $79K | Buy |
+613
| New | +$79K | 0.07% | 134 |
|
|
2022
Q1 | – | Sell |
-835
| Closed | -$148K | – | 133 |
|
|
2021
Q4 | $148K | Sell |
835
-8
| -0.9% | -$1.42K | 0.09% | 133 |
|
|
2021
Q3 | $148K | Buy |
+843
| New | +$148K | 0.1% | 116 |
|
|
2020
Q3 | – | Sell |
-5,966
| Closed | -$1.07M | – | 177 |
|
|
2020
Q2 | $1.07M | Buy |
+5,966
| New | +$1.07M | 0.25% | 98 |
|