Lathrop Investment Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,453
| Closed | -$213K | – | 74 |
|
|
2021
Q3 | $213K | Buy |
1,453
+19
| +1% | +$2.79K | 0.05% | 67 |
|
|
2021
Q2 | $238K | Hold |
1,434
| – | – | 0.05% | 67 |
|
|
2021
Q1 | $231K | Sell |
1,434
-133
| -8% | -$21.4K | 0.05% | 69 |
|
|
2020
Q4 | $229K | Buy |
+1,567
| New | +$229K | 0.06% | 69 |
|
|
2020
Q1 | – | Sell |
-1,609
| Closed | -$237K | – | 69 |
|
|
2019
Q4 | $237K | Hold |
1,609
| – | – | 0.06% | 61 |
|
|
2019
Q3 | $221K | Hold |
1,609
| – | – | 0.06% | 61 |
|
|
2019
Q2 | $233K | Hold |
1,609
| – | – | 0.07% | 58 |
|
|
2019
Q1 | $279K | Hold |
1,609
| – | – | 0.08% | 55 |
|
|
2018
Q4 | $256K | Buy |
+1,609
| New | +$256K | 0.09% | 53 |
|