LA
LVW Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
4,490
-25
| -0.6% | -$3.81K | 0.07% | 149 |
|
|
2025
Q1 | $663K | Sell |
4,515
-83
| -2% | -$12.2K | 0.08% | 145 |
|
|
2024
Q4 | $594K | Sell |
4,598
-38
| -0.8% | -$4.91K | 0.07% | 164 |
|
|
2024
Q3 | $634K | Buy |
4,636
+16
| +0.3% | +$2.19K | 0.08% | 158 |
|
|
2024
Q2 | $472K | Sell |
4,620
-3,985
| -46% | -$407K | 0.07% | 177 |
|
|
2024
Q1 | $913K | Sell |
8,605
-283
| -3% | -$30K | 0.15% | 101 |
|
|
2023
Q4 | $972K | Buy |
8,888
+3,865
| +77% | +$423K | 0.18% | 86 |
|
|
2023
Q3 | $470K | Buy |
+5,023
| New | +$470K | 0.1% | 134 |
|
|
2022
Q2 | – | Sell |
-1,420
| Closed | -$211K | – | 238 |
|
|
2022
Q1 | $211K | Sell |
1,420
-17,253
| -92% | -$2.56M | 0.04% | 219 |
|
|
2021
Q4 | $3.32M | Sell |
18,673
-4,021
| -18% | -$714K | 0.57% | 47 |
|
|
2021
Q3 | $3.98M | Buy |
22,694
+235
| +1% | +$41.2K | 0.69% | 37 |
|
|
2021
Q2 | $4.46M | Buy |
22,459
+207
| +0.9% | +$41.1K | 0.79% | 34 |
|
|
2021
Q1 | $4.29M | Buy |
22,252
+1,205
| +6% | +$232K | 0.82% | 33 |
|
|
2020
Q4 | $3.68M | Buy |
21,047
+322
| +2% | +$56.3K | 0.74% | 36 |
|
|
2020
Q3 | $3.32M | Sell |
20,725
-97
| -0.5% | -$15.5K | 0.73% | 38 |
|
|
2020
Q2 | $3.25M | Buy |
20,822
+4,744
| +30% | +$740K | 0.78% | 38 |
|
|
2020
Q1 | $2.2M | Buy |
16,078
+3,136
| +24% | +$428K | 0.58% | 50 |
|
|
2019
Q4 | $2.28M | Buy |
12,942
+678
| +6% | +$120K | 0.52% | 54 |
|
|
2019
Q3 | $2.02M | Buy |
12,264
+8,528
| +228% | +$1.4M | 0.5% | 55 |
|
|
2019
Q2 | $648K | Buy |
3,736
+2,643
| +242% | +$458K | 0.18% | 77 |
|
|
2019
Q1 | $227K | Sell |
1,093
-421
| -28% | -$87.4K | 0.06% | 164 |
|
|
2018
Q4 | $288K | Buy |
+1,514
| New | +$288K | 0.1% | 125 |
|
|
2018
Q1 | – | Sell |
-919
| Closed | -$216K | – | 145 |
|
|
2017
Q4 | $216K | Sell |
919
-203
| -18% | -$47.7K | 0.06% | 133 |
|
|
2017
Q3 | $236K | Sell |
1,122
-288
| -20% | -$60.6K | 0.09% | 132 |
|
|
2017
Q2 | $294K | Sell |
1,410
-31
| -2% | -$6.46K | 0.1% | 98 |
|
|
2017
Q1 | $276K | Sell |
1,441
-1,532
| -52% | -$293K | 0.1% | 108 |
|
|
2016
Q4 | $531K | Buy |
2,973
+11
| +0.4% | +$1.97K | 0.19% | 72 |
|
|
2016
Q3 | $522K | Hold |
2,962
| – | – | 0.17% | 73 |
|
|
2016
Q2 | $519K | Sell |
2,962
-147
| -5% | -$25.8K | 0.19% | 65 |
|
|
2016
Q1 | $518K | Sell |
3,109
-244
| -7% | -$40.7K | 0.17% | 73 |
|
|
2015
Q4 | $505K | Sell |
3,353
-1,494
| -31% | -$225K | 0.2% | 70 |
|
|
2015
Q3 | $687K | Sell |
4,847
-7
| -0.1% | -$992 | 0.32% | 58 |
|
|
2015
Q2 | $749K | Buy |
4,854
+83
| +2% | +$12.8K | 0.32% | 58 |
|
|
2015
Q1 | $787K | Sell |
4,771
-27
| -0.6% | -$4.45K | 0.37% | 54 |
|
|
2014
Q4 | $788K | Buy |
+4,798
| New | +$788K | 0.43% | 50 |
|