Douglas C. Lane & Associates’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $1.16M | Buy |
13,232
+602
| +5% | +$52.9K | 0.03% | 151 |
|
|
2015
Q3 | $1M | Sell |
12,630
-1,499
| -11% | -$119K | 0.03% | 151 |
|
|
2015
Q2 | $1.13M | Buy |
14,129
+773
| +6% | +$62K | 0.03% | 146 |
|
|
2015
Q1 | $1.01M | Sell |
13,356
-1,011
| -7% | -$76.2K | 0.03% | 147 |
|
|
2014
Q4 | $1.17M | Sell |
14,367
-3,688
| -20% | -$300K | 0.03% | 138 |
|
|
2014
Q3 | $1.51M | Buy |
18,055
+5,064
| +39% | +$422K | 0.04% | 136 |
|
|
2014
Q2 | $1.1M | Buy |
12,991
+1,975
| +18% | +$166K | 0.03% | 141 |
|
|
2014
Q1 | $902K | Buy |
11,016
+2,525
| +30% | +$207K | 0.03% | 141 |
|
|
2013
Q4 | $740K | Buy |
8,491
+425
| +5% | +$37K | 0.02% | 144 |
|
|
2013
Q3 | $698K | Buy |
8,066
+275
| +4% | +$23.8K | 0.03% | 144 |
|
|
2013
Q2 | $675K | Buy |
+7,791
| New | +$675K | 0.03% | 145 |
|