LRI Investments’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $535K | Buy |
3,516
+64
| +2% | +$9.74K | 0.05% | 171 |
|
2025
Q1 | $507K | Buy |
3,452
+51
| +1% | +$7.49K | 0.05% | 163 |
|
2024
Q4 | $439K | Buy |
3,401
+24
| +0.7% | +$3.1K | 0.04% | 154 |
|
2024
Q3 | $447K | Buy |
3,377
+1,030
| +44% | +$136K | 0.04% | 165 |
|
2024
Q2 | $240K | Sell |
2,347
-403
| -15% | -$41.2K | 0.03% | 215 |
|
2024
Q1 | $244K | Buy |
+2,750
| New | +$244K | 0.06% | 123 |
|