CIA
Concurrent Investment Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38M | Sell |
28,752
-726
| -2% | -$111K | 0.08% | 246 |
|
|
2025
Q1 | $4.33M | Sell |
29,478
-17,370
| -37% | -$2.55M | 0.11% | 208 |
|
|
2024
Q4 | $6.05M | Buy |
46,848
+17,045
| +57% | +$2.2M | 0.16% | 130 |
|
|
2024
Q3 | $4.07M | Sell |
29,803
-2,299
| -7% | -$314K | 0.12% | 178 |
|
|
2024
Q2 | $3.28M | Buy |
32,102
+8,243
| +35% | +$842K | 0.11% | 196 |
|
|
2024
Q1 | $2.53M | Buy |
23,859
+5,327
| +29% | +$565K | 0.1% | 205 |
|
|
2023
Q4 | $2.03M | Buy |
+18,532
| New | +$2.03M | 0.1% | 224 |
|