Lido Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.79M | Sell |
64,334
-26,821
| -29% | -$4.08M | 0.04% | 241 |
|
2025
Q1 | $13.4M | Sell |
91,155
-2,344
| -3% | -$344K | 0.06% | 191 |
|
2024
Q4 | $12.1M | Buy |
93,499
+42,151
| +82% | +$5.44M | 0.05% | 186 |
|
2024
Q3 | $7.02M | Sell |
51,348
-12,342
| -19% | -$1.69M | 0.04% | 244 |
|
2024
Q2 | $6.51M | Sell |
63,690
-12,462
| -16% | -$1.27M | 0.04% | 238 |
|
2024
Q1 | $6.75M | Buy |
76,152
+19,385
| +34% | +$1.72M | 0.04% | 220 |
|
2023
Q4 | $5.19M | Buy |
56,767
+6,132
| +12% | +$560K | 0.04% | 244 |
|
2023
Q3 | $3.96M | Sell |
50,635
-26,050
| -34% | -$2.04M | 0.03% | 264 |
|
2023
Q2 | $6.42M | Buy |
76,685
+29,421
| +62% | +$2.46M | 0.05% | 179 |
|
2023
Q1 | $4.15M | Sell |
47,264
-15,343
| -25% | -$1.35M | 0.04% | 220 |
|
2022
Q4 | $6.28M | Buy |
62,607
+22,286
| +55% | +$2.23M | 0.08% | 132 |
|
2022
Q3 | $3.72M | Buy |
40,321
+19,816
| +97% | +$1.83M | 0.05% | 164 |
|
2022
Q2 | $2.22M | Buy |
20,505
+3,670
| +22% | +$397K | 0.03% | 203 |
|
2022
Q1 | $2.1M | Buy |
16,835
+3,387
| +25% | +$421K | 0.02% | 232 |
|
2021
Q4 | $2M | Buy |
13,448
+890
| +7% | +$132K | 0.02% | 246 |
|
2021
Q3 | $1.84M | Buy |
12,558
+1,647
| +15% | +$241K | 0.03% | 253 |
|
2021
Q2 | $1.81M | Sell |
10,911
-965
| -8% | -$160K | 0.03% | 243 |
|
2021
Q1 | $1.91M | Sell |
11,876
-341
| -3% | -$54.9K | 0.03% | 208 |
|
2020
Q4 | $1.79M | Sell |
12,217
-345
| -3% | -$50.4K | 0.04% | 203 |
|
2020
Q3 | $1.68M | Sell |
12,562
-395
| -3% | -$52.9K | 0.04% | 166 |
|
2020
Q2 | $1.69M | Buy |
12,957
+1,326
| +11% | +$173K | 0.05% | 157 |
|
2020
Q1 | $1.33M | Sell |
11,631
-1,006
| -8% | -$115K | 0.06% | 165 |
|
2019
Q4 | $1.86M | Buy |
12,637
+41
| +0.3% | +$6.05K | 0.07% | 137 |
|
2019
Q3 | $1.73M | Buy |
12,596
+4,268
| +51% | +$587K | 0.09% | 123 |
|
2019
Q2 | $1.21M | Buy |
8,328
+6
| +0.1% | +$869 | 0.07% | 139 |
|
2019
Q1 | $1.45M | Sell |
8,322
-196
| -2% | -$34K | 0.09% | 121 |
|
2018
Q4 | $1.36M | Buy |
8,518
+1,849
| +28% | +$295K | 0.13% | 91 |
|
2018
Q3 | $1.18M | Sell |
6,669
-18
| -0.3% | -$3.17K | 0.11% | 96 |
|
2018
Q2 | $1.1M | Sell |
6,687
-1,282
| -16% | -$211K | 0.13% | 94 |
|
2018
Q1 | $1.46M | Buy |
7,969
+801
| +11% | +$147K | 0.2% | 68 |
|
2017
Q4 | $1.41M | Buy |
7,168
+3,899
| +119% | +$767K | 0.2% | 61 |
|
2017
Q3 | $629K | Buy |
+3,269
| New | +$629K | 0.1% | 114 |
|
2016
Q4 | – | Sell |
-2,069
| Closed | -$305K | – | 232 |
|
2016
Q3 | $305K | Buy |
2,069
+336
| +19% | +$49.5K | 0.09% | 102 |
|
2016
Q2 | $254K | Sell |
1,733
-50
| -3% | -$7.33K | 0.08% | 126 |
|
2016
Q1 | $248K | Buy |
+1,783
| New | +$248K | 0.08% | 119 |
|