WCAMG
Woodard & Company Asset Management Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,035
| Closed | -$894K | – | 119 |
|
|
2021
Q4 | $894K | Buy |
5,035
+71
| +1% | +$12.6K | 0.42% | 39 |
|
|
2021
Q3 | $871K | Buy |
4,964
+194
| +4% | +$34K | 0.54% | 31 |
|
|
2021
Q2 | $947K | Sell |
4,770
-519
| -10% | -$103K | 0.57% | 33 |
|
|
2021
Q1 | $1.02M | Buy |
+5,289
| New | +$1.02M | 0.65% | 29 |
|
|
2019
Q4 | – | Sell |
-5,012
| Closed | -$824K | – | 78 |
|
|
2019
Q3 | $824K | Buy |
+5,012
| New | +$824K | 0.52% | 31 |
|
|
2018
Q4 | – | Sell |
-3,866
| Closed | -$814K | – | 150 |
|
|
2018
Q3 | $814K | Sell |
3,866
-24
| -0.6% | -$5.05K | 0.74% | 15 |
|
|
2018
Q2 | $765K | Buy |
3,890
+105
| +3% | +$20.7K | 0.74% | 16 |
|
|
2018
Q1 | $830K | Buy |
3,785
+179
| +5% | +$39.3K | 0.81% | 11 |
|
|
2017
Q4 | $849K | Buy |
+3,606
| New | +$849K | 0.74% | 12 |
|