LFASL
Lugano Financial Advisors SA (LFA)’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Hold |
800
| – | – | 0.07% | 105 |
|
|
2025
Q1 | $117K | Hold |
800
| – | – | 0.08% | 100 |
|
|
2024
Q4 | $103K | Buy |
800
+200
| +33% | +$25.8K | 0.07% | 111 |
|
|
2024
Q3 | $82K | Hold |
600
| – | – | 0.06% | 123 |
|
|
2024
Q2 | $61.3K | Buy |
+600
| New | +$61.3K | 0.05% | 125 |
|
|
2023
Q3 | – | Sell |
-127
| Closed | -$12.7K | – | 201 |
|
|
2023
Q2 | $12.7K | Hold |
127
| – | – | 0.01% | 157 |
|
|
2023
Q1 | $13.3K | Hold |
127
| – | – | 0.01% | 104 |
|
|
2022
Q4 | $15.2K | Hold |
127
| – | – | 0.01% | 109 |
|
|
2022
Q3 | $14K | Hold |
127
| – | – | 0.01% | 104 |
|
|
2022
Q2 | $16K | Hold |
127
| – | – | 0.01% | 112 |
|
|
2022
Q1 | $18K | Hold |
127
| – | – | 0.01% | 94 |
|
|
2021
Q4 | $23K | Hold |
127
| – | – | 0.01% | 106 |
|
|
2021
Q3 | $22K | Sell |
127
-1,236
| -91% | -$214K | 0.01% | 92 |
|
|
2021
Q2 | $271K | Hold |
1,363
| – | – | 0.17% | 56 |
|
|
2021
Q1 | $263K | Buy |
+1,363
| New | +$263K | 0.18% | 52 |
|
|
2019
Q1 | – | Sell |
-420
| Closed | -$88K | – | 164 |
|
|
2018
Q4 | $88K | Hold |
420
| – | – | 0.06% | 111 |
|
|
2018
Q3 | $88K | Buy |
+420
| New | +$88K | 0.06% | 111 |
|