Lane & Associates’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,266
| Closed | -$207K | – | 115 |
|
2023
Q4 | $207K | Sell |
2,266
-854
| -27% | -$78.1K | 0.15% | 98 |
|
2023
Q3 | $244K | Buy |
3,120
+12
| +0.4% | +$939 | 0.2% | 93 |
|
2023
Q2 | $260K | Buy |
3,108
+378
| +14% | +$31.6K | 0.21% | 86 |
|
2023
Q1 | $240K | Buy |
2,730
+496
| +22% | +$43.6K | 0.21% | 89 |
|
2022
Q4 | $224K | Buy |
+2,234
| New | +$224K | 0.21% | 84 |
|