Lake Street Private Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $782K | Buy |
5,135
+469
| +10% | +$71.4K | 0.11% | 122 |
|
2025
Q1 | $685K | Sell |
4,666
-135
| -3% | -$19.8K | 0.11% | 126 |
|
2024
Q4 | $620K | Sell |
4,801
-237
| -5% | -$30.6K | 0.1% | 133 |
|
2024
Q3 | $689K | Buy |
5,038
+248
| +5% | +$33.9K | 0.11% | 136 |
|
2024
Q2 | $489K | Buy |
+4,790
| New | +$489K | 0.06% | 224 |
|
2022
Q1 | – | Sell |
-1,642
| Closed | -$244K | – | 337 |
|
2021
Q4 | $244K | Buy |
1,642
+54
| +3% | +$8.02K | 0.04% | 287 |
|
2021
Q3 | $233K | Buy |
1,588
+10
| +0.6% | +$1.47K | 0.06% | 199 |
|
2021
Q2 | $263K | Hold |
1,578
| – | – | 0.07% | 181 |
|
2021
Q1 | $254K | Hold |
1,578
| – | – | 0.07% | 183 |
|
2020
Q4 | $231K | Buy |
+1,578
| New | +$231K | 0.07% | 183 |
|