BPA
Beacon Pointe Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
84,651
+1,906
| +2% | +$290K | 0.13% | 150 |
|
|
2025
Q1 | $12.2M | Sell |
82,745
-8,735
| -10% | -$1.28M | 0.14% | 153 |
|
|
2024
Q4 | $11.8M | Buy |
91,480
+9,323
| +11% | +$1.2M | 0.13% | 149 |
|
|
2024
Q3 | $11.2M | Buy |
82,157
+776
| +1% | +$106K | 0.13% | 153 |
|
|
2024
Q2 | $8.32M | Buy |
81,381
+2,338
| +3% | -$1.34M | 0.1% | 187 |
|
|
2024
Q1 | $8.38M | Buy |
79,043
+27,461
| +53% | +$2.91M | 0.09% | 197 |
|
|
2023
Q4 | $5.64M | Sell |
51,582
-48,976
| -49% | -$5.35M | 0.07% | 251 |
|
|
2023
Q3 | $9.41M | Buy |
100,558
+62,088
| +161% | +$5.81M | 0.12% | 167 |
|
|
2023
Q2 | $3.85M | Sell |
38,470
-12,767
| -25% | -$1.28M | 0.06% | 258 |
|
|
2023
Q1 | $5.39M | Buy |
51,237
+4,769
| +10% | +$501K | 0.09% | 200 |
|
|
2022
Q4 | $5.57M | Sell |
46,468
-1,331
| -3% | -$160K | 0.11% | 179 |
|
|
2022
Q3 | $5.29M | Sell |
47,799
-7,063
| -13% | -$781K | 0.12% | 166 |
|
|
2022
Q2 | $7.09M | Sell |
54,862
-2,699
| -5% | -$349K | 0.15% | 143 |
|
|
2022
Q1 | $8.57M | Buy |
57,561
+36,574
| +174% | +$5.45M | 0.12% | 174 |
|
|
2021
Q4 | $3.73M | Sell |
20,987
-11,603
| -36% | -$2.06M | 0.1% | 175 |
|
|
2021
Q3 | $5.72M | Buy |
32,590
+13,229
| +68% | +$2.32M | 0.14% | 153 |
|
|
2021
Q2 | $3.85M | Buy |
19,361
+7,262
| +60% | +$1.44M | 0.14% | 152 |
|
|
2021
Q1 | $2.34M | Sell |
12,099
-161
| -1% | -$31.2K | 0.14% | 129 |
|
|
2020
Q4 | $2.14M | Buy |
12,260
+1,331
| +12% | +$233K | 0.15% | 127 |
|
|
2020
Q3 | $1.75M | Sell |
10,929
-60
| -0.5% | -$9.65K | 0.17% | 119 |
|
|
2020
Q2 | $1.72M | Sell |
10,989
-271
| -2% | -$42.3K | 0.17% | 112 |
|
|
2020
Q1 | $1.54M | Buy |
11,260
+1,960
| +21% | +$268K | 0.24% | 87 |
|
|
2019
Q4 | $1.64M | Sell |
9,300
-227
| -2% | -$40K | 0.51% | 48 |
|
|
2019
Q3 | $1.57M | Sell |
9,527
-188
| -2% | -$30.9K | 0.68% | 38 |
|
|
2019
Q2 | $1.69M | Sell |
9,715
-580
| -6% | -$101K | 0.62% | 44 |
|
|
2019
Q1 | $2.14M | Buy |
10,295
+189
| +2% | +$39.3K | 0.8% | 40 |
|
|
2018
Q4 | $1.93M | Buy |
+10,106
| New | +$1.93M | 1.17% | 24 |
|