Lakeside Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Sell |
28,556
-267
| -0.9% | -$40.6K | 2.8% | 8 |
|
|
2025
Q1 | $4.23M | Sell |
28,823
-693
| -2% | -$102K | 2.8% | 9 |
|
|
2024
Q4 | $3.81M | Sell |
29,516
-967
| -3% | -$125K | 2.52% | 9 |
|
|
2024
Q3 | $4.17M | Sell |
30,483
-745
| -2% | -$102K | 2.62% | 10 |
|
|
2024
Q2 | $3.19M | Buy |
+31,228
| New | +$3.19M | 2.07% | 11 |
|
|
2024
Q1 | – | Sell |
-39,327
| Closed | -$3.59M | – | 65 |
|
|
2023
Q4 | $3.59M | Sell |
39,327
-3,004
| -7% | -$275K | 2.5% | 11 |
|
|
2023
Q3 | $3.31M | Sell |
42,331
-1,121
| -3% | -$87.7K | 2.54% | 10 |
|
|
2023
Q2 | $3.64M | Sell |
43,452
-1,063
| -2% | -$89K | 2.68% | 11 |
|
|
2023
Q1 | $3.91M | Buy |
44,515
+12
| +0% | +$1.06K | 3.02% | 10 |
|
|
2022
Q4 | $4.46M | Sell |
44,503
-2,622
| -6% | -$263K | 3.66% | 7 |
|
|
2022
Q3 | $4.35M | Buy |
47,125
+15,290
| +48% | +$1.41M | 3.9% | 7 |
|
|
2022
Q2 | $3.45M | Sell |
31,835
-296
| -0.9% | -$32K | 2.93% | 11 |
|
|
2022
Q1 | $4M | Sell |
32,131
-86
| -0.3% | -$10.7K | 3.02% | 8 |
|
|
2021
Q4 | $4.79M | Buy |
+32,217
| New | +$4.79M | 3.53% | 7 |
|