LA
Legacy Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,348
| Closed | -$345K | – | 254 |
|
|
2025
Q1 | $345K | Buy |
2,348
+197
| +9% | +$28.9K | 0.04% | 303 |
|
|
2024
Q4 | $278K | Buy |
2,151
+31
| +1% | +$4K | 0.03% | 326 |
|
|
2024
Q3 | $290K | Sell |
2,120
-325
| -13% | -$44.4K | 0.03% | 301 |
|
|
2024
Q2 | $250K | Sell |
2,445
-208
| -8% | -$21.3K | 0.03% | 281 |
|
|
2024
Q1 | $281K | Buy |
2,653
+58
| +2% | +$6.15K | 0.04% | 255 |
|
|
2023
Q4 | $284K | Sell |
2,595
-4,872
| -65% | -$533K | 0.04% | 252 |
|
|
2023
Q3 | $699K | Buy |
+7,467
| New | +$699K | 0.11% | 151 |
|
|
2022
Q4 | – | Sell |
-4,687
| Closed | -$518K | – | 247 |
|
|
2022
Q3 | $518K | Sell |
4,687
-2,458
| -34% | -$272K | 0.11% | 120 |
|
|
2022
Q2 | $925K | Sell |
7,145
-106
| -1% | -$13.7K | 0.19% | 78 |
|
|
2022
Q1 | $1.08M | Buy |
+7,251
| New | +$1.08M | 0.21% | 72 |
|
|
2021
Q3 | – | Sell |
-1,038
| Closed | -$206K | – | 128 |
|
|
2021
Q2 | $206K | Hold |
1,038
| – | – | 0.08% | 121 |
|
|
2021
Q1 | $200K | Buy |
+1,038
| New | +$200K | 0.09% | 121 |
|
|
2019
Q3 | – | Sell |
-1,302
| Closed | -$226K | – | 247 |
|
|
2019
Q2 | $226K | Sell |
1,302
-958
| -42% | -$166K | 0.15% | 101 |
|
|
2019
Q1 | $470K | Buy |
2,260
+1,001
| +80% | +$208K | 0.15% | 109 |
|
|
2018
Q4 | $240K | Sell |
1,259
-3,649
| -74% | -$696K | 0.18% | 102 |
|
|
2018
Q3 | $1.03M | Buy |
4,908
+4,103
| +510% | +$864K | 0.51% | 62 |
|
|
2018
Q2 | $158K | Hold |
805
| – | – | 0.12% | 104 |
|
|
2018
Q1 | $173K | Buy |
805
+408
| +103% | +$87.7K | 0.13% | 85 |
|
|
2017
Q4 | $93K | Buy |
397
+219
| +123% | +$51.3K | 0.09% | 90 |
|
|
2017
Q3 | $37K | Buy |
178
+23
| +15% | +$4.78K | 0.04% | 125 |
|
|
2017
Q2 | $32K | Hold |
155
| – | – | 0.04% | 114 |
|
|
2017
Q1 | $29K | Sell |
155
-306
| -66% | -$57.3K | 0.04% | 114 |
|
|
2016
Q4 | $82K | Buy |
+461
| New | +$82K | 0.11% | 77 |
|