LFA
Legacy Financial Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
2,503
-7,158
| -74% | -$1.09M | 0.06% | 236 |
|
|
2025
Q1 | $1.42M | Buy |
9,661
+402
| +4% | +$59K | 0.24% | 73 |
|
|
2024
Q4 | $1.2M | Buy |
9,259
+193
| +2% | +$24.9K | 0.2% | 83 |
|
|
2024
Q3 | $1.24M | Buy |
9,066
+29
| +0.3% | +$3.96K | 0.21% | 79 |
|
|
2024
Q2 | $923K | Buy |
9,037
+15
| +0.2% | +$1.53K | 0.16% | 99 |
|
|
2024
Q1 | $957K | Buy |
+9,022
| New | +$957K | 0.17% | 97 |
|
|
2023
Q1 | – | Sell |
-1,780
| Closed | -$213K | – | 262 |
|
|
2022
Q4 | $213K | Buy |
+1,780
| New | +$213K | 0.05% | 223 |
|
|
2022
Q1 | – | Sell |
-1,423
| Closed | -$253K | – | 247 |
|
|
2021
Q4 | $253K | Buy |
1,423
+110
| +8% | +$19.6K | 0.06% | 166 |
|
|
2021
Q3 | $230K | Buy |
1,313
+22
| +2% | +$3.85K | 0.06% | 160 |
|
|
2021
Q2 | $257K | Sell |
1,291
-143
| -10% | -$28.5K | 0.07% | 143 |
|
|
2021
Q1 | $276K | Buy |
1,434
+153
| +12% | +$29.4K | 0.08% | 121 |
|
|
2020
Q4 | $224K | Buy |
+1,281
| New | +$224K | 0.06% | 132 |
|
|
2019
Q2 | – | Sell |
-1,087
| Closed | -$226K | – | 604 |
|
|
2019
Q1 | $226K | Buy |
1,087
+284
| +35% | +$59K | 0.08% | 100 |
|
|
2018
Q4 | $153K | Sell |
803
-46
| -5% | -$8.77K | 0.06% | 115 |
|
|
2018
Q3 | $178K | Sell |
849
-67
| -7% | -$14K | 0.06% | 115 |
|
|
2018
Q2 | $184K | Buy |
916
+2
| +0.2% | +$402 | 0.07% | 113 |
|
|
2018
Q1 | $198K | Sell |
914
-5
| -0.5% | -$1.08K | 0.08% | 115 |
|
|
2017
Q4 | $216K | Buy |
+919
| New | +$216K | 0.09% | 108 |
|