WPA
Winning Points Advisors’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $312K | Buy |
+3,342
| New | +$312K | 0.53% | 27 |
|
2024
Q1 | $365K | Hold |
3,342
| – | – | 0.56% | 28 |
|
2023
Q4 | $365K | Hold |
3,342
| – | – | 0.56% | 28 |
|
2023
Q3 | $312K | Hold |
3,342
| – | – | 0.55% | 27 |
|
2023
Q2 | $365K | Hold |
3,342
| – | – | 0.56% | 28 |
|
2023
Q1 | $351K | Sell |
3,342
-225
| -6% | -$23.6K | 0.39% | 34 |
|
2022
Q4 | $428K | Sell |
3,567
-75
| -2% | -$9K | 0.55% | 31 |
|
2022
Q3 | $416K | Hold |
3,642
| – | – | 0.51% | 32 |
|
2022
Q2 | $471K | Hold |
3,642
| – | – | 0.52% | 32 |
|
2022
Q1 | $542K | Hold |
3,642
| – | – | 0.42% | 35 |
|
2021
Q4 | $631K | Hold |
3,642
| – | – | 0.46% | 42 |
|
2021
Q3 | $639K | Buy |
3,642
+200
| +6% | +$35.1K | 0.47% | 40 |
|
2021
Q2 | $684K | Sell |
3,442
-200
| -5% | -$39.7K | 0.51% | 37 |
|
2021
Q1 | $702K | Hold |
3,642
| – | – | 0.53% | 40 |
|
2020
Q4 | $637K | Hold |
3,642
| – | – | 0.51% | 35 |
|
2020
Q3 | $583K | Hold |
3,642
| – | – | 0.5% | 36 |
|
2020
Q2 | $568K | Hold |
3,642
| – | – | 0.54% | 34 |
|
2020
Q1 | $497K | Hold |
3,642
| – | – | 0.49% | 39 |
|
2019
Q4 | $643K | Hold |
3,642
| – | – | 0.41% | 46 |
|
2019
Q3 | $599K | Hold |
3,642
| – | – | 0.43% | 44 |
|
2019
Q2 | $631K | Hold |
3,642
| – | – | 0.46% | 42 |
|
2019
Q1 | $757K | Hold |
3,642
| – | – | 0.59% | 36 |
|
2018
Q4 | $695K | Hold |
3,642
| – | – | 0.6% | 35 |
|
2018
Q3 | $767K | Hold |
3,642
| – | – | 0.56% | 38 |
|
2018
Q2 | $716K | Hold |
3,642
| – | – | 0.57% | 36 |
|
2018
Q1 | $786K | Hold |
3,642
| – | – | 0.64% | 37 |
|
2017
Q4 | $857K | Hold |
3,642
| – | – | 0.7% | 32 |
|
2017
Q3 | $722K | Buy |
3,642
+200
| +6% | +$39.6K | 0.62% | 37 |
|
2017
Q2 | $722K | Sell |
3,442
-200
| -5% | -$42K | 0.71% | 36 |
|
2017
Q1 | $697K | Hold |
3,642
| – | – | 0.68% | 36 |
|
2016
Q4 | $650K | Buy |
+3,642
| New | +$650K | 0.71% | 38 |
|