HERITAGE WEALTH ADVISORS – 3M Company Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$381,000
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-14.61%
quarter
3M Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.43% | -86 shares | -77K | $110.5 | 3.44K |
| Q2 2022 | share | Increase | +3.88% | 132 shares | -49K | $129.41 | 3.53K |
| Q1 2022 | share | Decrease | -15.58% | -628 shares | -209K | $148.88 | 3.40K |
| Q4 2021 | share | Decrease | -2.94% | -122 shares | -12.34K | $177.64 | 4.03K |
| Q3 2021 | share | 0.00% | 0 shares | -96.38K | $173.98 | 4.15K | |
| Q2 2021 | share | Increase | +6.71% | 261 shares | 74.96K | $195.51 | 4.15K |
| Q1 2021 | share | Decrease | -5.33% | -219 shares | 30.86K | $188.27 | 3.89K |
| Q4 2020 | share | Increase | +40.02% | 1.17K shares | 248.73K | $169.38 | 4.11K |
| Q3 2020 | share | Increase | +9.14% | 246 shares | 50.70K | $153.9 | 2.93K |
| Q2 2020 | share | Decrease | -24.63% | -879 shares | -67.59K | $148.52 | 2.69K |
| Q1 2020 | share | Increase | +50.08% | 1.19K shares | 67.69K | $128.68 | 3.56K |
| Q4 2019 | share | Increase | +1.62% | 38 shares | 35.46K | $164.78 | 2.37K |
| Q3 2019 | share | Increase | +13.37% | 276 shares | 26.16K | $152.23 | 2.34K |
| Q2 2019 | share | 0.00% | 0 shares | -71.09K | $159.05 | 2.06K | |
| Q1 2019 | share | 0.00% | 0 shares | 35.92K | $189.01 | 2.06K | |
| Q4 2018 | share | 0.00% | 0 shares | -41K | $172.11 | 2.06K | |
| Q3 2018 | share | Decrease | -0.05% | -1 shares | 28K | $189.04 | 2.06K |
| Q2 2018 | share | 0.00% | 0 shares | -47K | $175.31 | 2.06K | |
| Q1 2018 | share | Increase | +1.03% | 21 shares | -27K | $194.31 | 2.06K |
| Q4 2017 | share | Increase | +0.79% | 16 shares | 55K | $207.14 | 2.04K |
| Q3 2017 | share | 0.00% | 0 shares | 3K | $183.79 | 2.02K | |
| Q2 2017 | share | Increase | +2.22% | 44 shares | 43K | $181.25 | 2.02K |
| Q1 2017 | share | Increase | +0.05% | 1 shares | 26K | $165.57 | 1.98K |
| Q4 2016 | share | Decrease | -3.27% | -67 shares | -8K | $153.54 | 1.98K |
| Q3 2016 | share | Increase | +9.33% | 175 shares | 32K | $150.55 | 2.05K |
| Q2 2016 | share | Increase | +31.12% | 445 shares | 91K | $148.69 | 1.87K |
| Q1 2016 | share | 0.00% | 0 shares | 23K | $140.54 | 1.43K |