SUMMIT FINANCIAL WEALTH ADVISORS, LLC – 3M Company Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$3.81M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC 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 | -46.49% | -26.97K shares | -3.96M | $110.5 | 31.04K |
| Q2 2022 | share | Increase | +1.40% | 799 shares | -738K | $129.41 | 58.01K |
| Q1 2022 | share | Increase | +19.84% | 9.47K shares | -86K | $148.88 | 57.21K |
| Q4 2021 | share | Increase | +8.35% | 3.68K shares | 875K | $177.64 | 47.74K |
| Q3 2021 | share | Increase | +1.75% | 759 shares | -872K | $173.98 | 44.06K |
| Q2 2021 | share | Increase | +0.89% | 384 shares | 1.09M | $195.51 | 43.30K |
| Q1 2021 | share | Decrease | -0.33% | -142 shares | 605K | $188.27 | 42.92K |
| Q4 2020 | share | Increase | +0.19% | 80 shares | -106K | $169.38 | 43.06K |
| Q3 2020 | share | Decrease | -1.67% | -731 shares | 246K | $153.9 | 42.98K |
| Q2 2020 | share | Increase | +0.44% | 192 shares | 634K | $148.52 | 43.71K |
| Q1 2020 | share | Increase | 0.00% | 43.52K shares | 6.12M | $128.68 | 43.52K |
| Q1 2018 | share | Decrease | -100.00% | -14.61K shares | -3.43M | $194.31 | 0 |
| Q4 2017 | share | Decrease | -2.65% | -398 shares | 288K | $207.14 | 14.61K |
| Q3 2017 | share | Decrease | -36.69% | -8.69K shares | -1.78M | $183.79 | 15.01K |
| Q2 2017 | share | Decrease | -2.51% | -611 shares | 283K | $181.25 | 23.71K |
| Q1 2017 | share | Decrease | -10.08% | -2.72K shares | -177K | $165.57 | 24.32K |
| Q4 2016 | share | Decrease | -0.96% | -262 shares | 17K | $153.54 | 27.04K |
| Q3 2016 | share | Decrease | -22.51% | -7.93K shares | -1.35M | $150.55 | 27.30K |
| Q2 2016 | share | Decrease | -5.10% | -1.89K shares | -16K | $148.69 | 35.24K |
| Q1 2016 | share | Decrease | -2.04% | -775 shares | 477K | $140.54 | 37.13K |