Douglas Lane & Associates’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $681K | Buy |
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|
2025
Q2 | $757K | Sell |
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|
2025
Q1 | $881K | Sell |
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|
2024
Q4 | $716K | Buy |
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|
2024
Q3 | $621K | Buy |
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|
2024
Q2 | $511K | Sell |
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|
2024
Q1 | $470K | Sell |
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|
2023
Q4 | $496K | Sell |
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|
2023
Q3 | $517K | Buy |
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|
2023
Q2 | $534K | Buy |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $510K | Sell |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $521K | Buy |
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|
2022
Q1 | $467K | Sell |
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|
2021
Q4 | $478K | Sell |
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|
2021
Q3 | $490K | Sell |
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|
2021
Q2 | $517K | Buy |
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|
2021
Q1 | $451K | Sell |
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|
2020
Q4 | $467K | Buy |
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|
2020
Q3 | $418K | Sell |
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|
2020
Q2 | $396K | Buy |
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|
2020
Q1 | $407K | Hold |
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|
2019
Q4 | $474K | Sell |
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|
2019
Q3 | $485K | Sell |
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|
2019
Q2 | $616K | Sell |
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|
2019
Q1 | $859K | Buy |
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|
2018
Q4 | $498K | Buy |
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|
2018
Q3 | $570K | Sell |
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|
2018
Q2 | $621K | Sell |
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|
2018
Q1 | $823K | Sell |
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|
2017
Q4 | $929K | Sell |
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|
2017
Q3 | $1.02M | Buy |
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|
2017
Q2 | $1.06M | Sell |
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|
2017
Q1 | $1.17M | Sell |
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|
2016
Q4 | $961K | Sell |
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|
2016
Q3 | $1.02M | Sell |
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|
2016
Q2 | $1.1M | Sell |
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|
2016
Q1 | $1.27M | Buy |
|