WKSWA
White Knight Strategic Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,820
| Closed | -$235K | – | 95 |
|
|
2024
Q4 | $235K | Sell |
1,820
-90
| -5% | -$11.6K | 0.1% | 105 |
|
|
2024
Q3 | $261K | Sell |
1,910
-2,227
| -54% | -$304K | 0.24% | 70 |
|
|
2024
Q2 | $423K | Buy |
4,137
+60
| +1% | +$6.13K | 0.42% | 45 |
|
|
2024
Q1 | $432K | Buy |
4,077
+105
| +3% | +$11.1K | 0.45% | 44 |
|
|
2023
Q4 | $434K | Buy |
3,972
+275
| +7% | +$30.1K | 0.5% | 41 |
|
|
2023
Q3 | $346K | Buy |
3,697
+15
| +0.4% | +$1.4K | 0.46% | 41 |
|
|
2023
Q2 | $369K | Buy |
3,682
+1,237
| +51% | +$124K | 0.43% | 47 |
|
|
2023
Q1 | $257K | Buy |
+2,445
| New | +$257K | 0.32% | 58 |
|