Lake Street Advisors Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $394K | Sell |
3,051
-147
| -5% | -$19K | 0.02% | 380 |
|
2024
Q3 | $437K | Buy |
3,198
+352
| +12% | +$48.1K | 0.02% | 356 |
|
2024
Q2 | $291K | Sell |
2,846
-237
| -8% | -$24.2K | 0.01% | 454 |
|
2024
Q1 | $273K | Buy |
3,083
+421
| +16% | +$37.3K | 0.01% | 482 |
|
2023
Q4 | $243K | Buy |
+2,662
| New | +$243K | 0.01% | 498 |
|
2021
Q3 | – | Sell |
-4,103
| Closed | -$691K | – | 353 |
|
2021
Q2 | $691K | Buy |
4,103
+120
| +3% | +$20.2K | 0.05% | 137 |
|
2021
Q1 | $642K | Sell |
3,983
-39
| -1% | -$6.29K | 0.05% | 136 |
|
2020
Q4 | $588K | Buy |
4,022
+30
| +0.8% | +$4.39K | 0.05% | 138 |
|
2020
Q3 | $535K | Buy |
3,992
+143
| +4% | +$19.2K | 0.05% | 137 |
|
2020
Q2 | $502K | Buy |
3,849
+598
| +18% | +$78K | 0.05% | 135 |
|
2020
Q1 | $371K | Buy |
3,251
+861
| +36% | +$98.3K | 0.05% | 142 |
|
2019
Q4 | $352K | Buy |
2,390
+391
| +20% | +$57.6K | 0.03% | 158 |
|
2019
Q3 | $275K | Buy |
1,999
+139
| +7% | +$19.1K | 0.03% | 164 |
|
2019
Q2 | $269K | Sell |
1,860
-467
| -20% | -$67.5K | 0.03% | 166 |
|
2019
Q1 | $404K | Buy |
2,327
+183
| +9% | +$31.8K | 0.04% | 125 |
|
2018
Q4 | $342K | Buy |
2,144
+71
| +3% | +$11.3K | 0.04% | 125 |
|
2018
Q3 | $365K | Sell |
2,073
-1,093
| -35% | -$192K | 0.04% | 126 |
|
2018
Q2 | $521K | Sell |
3,166
-876
| -22% | -$144K | 0.05% | 151 |
|
2018
Q1 | $742K | Sell |
4,042
-766
| -16% | -$141K | 0.08% | 91 |
|
2017
Q4 | $946K | Buy |
+4,808
| New | +$946K | 0.11% | 76 |
|