Lido Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10M | Sell |
69,145
-3,704
| -5% | -$590K | 0.04% | 317 |
|
|
2025
Q4 | $11.5M | Buy |
72,849
+663
| +0.9% | +$108K | 0.05% | 306 |
|
|
2025
Q3 | $11.2M | Buy |
72,186
+7,852
| +12% | +$1.21M | 0.05% | 294 |
|
|
2025
Q2 | $9.79M | Sell |
64,334
-26,821
| -29% | -$3.83M | 0.05% | 255 |
|
|
2025
Q1 | $13.4M | Sell |
91,155
-2,344
| -3% | -$344K | 0.08% | 199 |
|
|
2024
Q4 | $12.1M | Buy |
93,499
+42,151
| +82% | +$5.53M | 0.08% | 198 |
|
|
2024
Q3 | $7.02M | Sell |
51,348
-12,342
| -19% | -$1.51M | 0.05% | 262 |
|
|
2024
Q2 | $6.51M | Sell |
63,690
-12,462
| -16% | -$1.21M | 0.05% | 253 |
|
|
2024
Q1 | $6.75M | Buy |
76,152
+19,385
| +34% | +$1.61M | 0.06% | 232 |
|
|
2023
Q4 | $5.19M | Buy |
56,767
+6,132
| +12% | +$492K | 0.05% | 258 |
|
|
2023
Q3 | $3.96M | Sell |
50,635
-26,050
| -34% | -$2.24M | 0.04% | 278 |
|
|
2023
Q2 | $6.42M | Buy |
76,685
+29,421
| +62% | +$2.5M | 0.07% | 188 |
|
|
2023
Q1 | $4.15M | Sell |
47,264
-15,343
| -25% | -$1.45M | 0.06% | 232 |
|
|
2022
Q4 | $6.28M | Buy |
62,607
+22,286
| +55% | +$2.27M | 0.11% | 140 |
|
|
2022
Q3 | $3.72M | Buy |
40,321
+19,816
| +97% | +$2.17M | 0.07% | 179 |
|
|
2022
Q2 | $2.22M | Buy |
20,505
+3,670
| +22% | +$444K | 0.05% | 223 |
|
|
2022
Q1 | $2.1M | Buy |
16,835
+3,387
| +25% | +$450K | 0.04% | 257 |
|
|
2021
Q4 | $2M | Buy |
13,448
+890
| +7% | +$133K | 0.04% | 272 |
|
|
2021
Q3 | $1.84M | Buy |
12,558
+1,647
| +15% | +$267K | 0.04% | 283 |
|
|
2021
Q2 | $1.81M | Sell |
10,911
-965
| -8% | -$161K | 0.04% | 274 |
|
|
2021
Q1 | $1.91M | Sell |
11,876
-341
| -3% | -$51K | 0.06% | 230 |
|
|
2020
Q4 | $1.78M | Sell |
12,217
-345
| -3% | -$49K | 0.06% | 225 |
|
|
2020
Q3 | $1.68M | Sell |
12,562
-395
| -3% | -$53.1K | 0.07% | 184 |
|
|
2020
Q2 | $1.69M | Buy |
12,957
+1,326
| +11% | +$167K | 0.08% | 175 |
|
|
2020
Q1 | $1.33M | Sell |
11,631
-1,006
| -8% | -$132K | 0.09% | 185 |
|
|
2019
Q4 | $1.86M | Buy |
12,637
+41
| +0.3% | +$5.74K | 0.11% | 155 |
|
|
2019
Q3 | $1.73M | Buy |
12,596
+4,268
| +51% | +$597K | 0.13% | 142 |
|
|
2019
Q2 | $1.21M | Buy |
8,328
+6
| +0.1% | +$924 | 0.1% | 154 |
|
|
2019
Q1 | $1.45M | Sell |
8,322
-196
| -2% | -$33K | 0.13% | 134 |
|
|
2018
Q4 | $1.36M | Buy |
8,518
+1,849
| +28% | +$307K | 0.19% | 99 |
|
|
2018
Q3 | $1.18M | Sell |
6,669
-18
| -0.3% | -$3.1K | 0.15% | 104 |
|
|
2018
Q2 | $1.1M | Sell |
6,687
-1,282
| -16% | -$219K | 0.17% | 101 |
|
|
2018
Q1 | $1.46M | Buy |
7,969
+801
| +11% | +$159K | 0.25% | 75 |
|
|
2017
Q4 | $1.41M | Buy |
7,168
+3,899
| +119% | +$750K | 0.23% | 66 |
|
|
2017
Q3 | $629K | Buy |
+3,269
| New | +$567K | 0.11% | 120 |
|
|
2016
Q4 | – | Sell |
-2,069
| Closed | -$305K | – | 232 |
|
|
2016
Q3 | $305K | Buy |
2,069
+336
| +19% | +$50.2K | 0.09% | 102 |
|
|
2016
Q2 | $254K | Sell |
1,733
-50
| -3% | -$7.05K | 0.08% | 126 |
|
|
2016
Q1 | $248K | Buy |
+1,783
| New | +$229K | 0.08% | 119 |
|
Other funds holding MMM
VCM
VPM
