LWAM
Legacy Wealth Asset Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
9,828
-266
| -3% | -$40.5K | 0.38% | 64 |
|
|
2025
Q1 | $1.48M | Buy |
10,094
+72
| +0.7% | +$10.6K | 0.41% | 69 |
|
|
2024
Q4 | $1.29M | Buy |
10,022
+839
| +9% | +$108K | 0.35% | 73 |
|
|
2024
Q3 | $1.26M | Sell |
9,183
-1,327
| -13% | -$181K | 0.34% | 83 |
|
|
2024
Q2 | $1.07M | Sell |
10,510
-162
| -2% | -$16.6K | 0.3% | 89 |
|
|
2024
Q1 | $1.13M | Buy |
10,672
+72
| +0.7% | +$7.64K | 0.32% | 84 |
|
|
2023
Q4 | $1.16M | Buy |
10,600
+10
| +0.1% | +$1.09K | 0.38% | 76 |
|
|
2023
Q3 | $991K | Sell |
10,590
-434
| -4% | -$40.6K | 0.36% | 87 |
|
|
2023
Q2 | $1.1M | Sell |
11,024
-581
| -5% | -$58.2K | 0.39% | 72 |
|
|
2023
Q1 | $1.22M | Sell |
11,605
-278
| -2% | -$29.2K | 0.44% | 62 |
|
|
2022
Q4 | $1.43M | Sell |
11,883
-568
| -5% | -$68.1K | 0.54% | 44 |
|
|
2022
Q3 | $1.38M | Sell |
12,451
-1,984
| -14% | -$219K | 0.6% | 35 |
|
|
2022
Q2 | $1.87M | Sell |
14,435
-320
| -2% | -$41.4K | 0.76% | 21 |
|
|
2022
Q1 | $2.2M | Sell |
14,755
-1,069
| -7% | -$159K | 0.78% | 16 |
|
|
2021
Q4 | $2.81M | Buy |
15,824
+278
| +2% | +$49.4K | 0.95% | 10 |
|
|
2021
Q3 | $2.73M | Sell |
15,546
-149
| -0.9% | -$26.1K | 1.25% | 9 |
|
|
2021
Q2 | $3.12M | Buy |
15,695
+2,191
| +16% | +$435K | 1.38% | 7 |
|
|
2021
Q1 | $2.6M | Sell |
13,504
-60
| -0.4% | -$11.6K | 1.2% | 10 |
|
|
2020
Q4 | $2.37M | Buy |
+13,564
| New | +$2.37M | 1.19% | 9 |
|