Douglas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Sell |
4,154
-1,398
| -25% | -$255K | 0.01% | 164 |
|
|
2025
Q1 | $881K | Sell |
5,552
-395
| -7% | -$62.7K | 0.01% | 162 |
|
|
2024
Q4 | $716K | Buy |
5,947
+830
| +16% | +$99.9K | 0.01% | 172 |
|
|
2024
Q3 | $621K | Buy |
5,117
+73
| +1% | +$8.86K | 0.01% | 177 |
|
|
2024
Q2 | $511K | Sell |
5,044
-82
| -2% | -$8.31K | 0.01% | 180 |
|
|
2024
Q1 | $470K | Sell |
5,126
-150
| -3% | -$13.7K | 0.01% | 183 |
|
|
2023
Q4 | $496K | Sell |
5,276
-305
| -5% | -$28.7K | 0.01% | 177 |
|
|
2023
Q3 | $517K | Buy |
5,581
+116
| +2% | +$10.7K | 0.01% | 168 |
|
|
2023
Q2 | $534K | Buy |
5,465
+403
| +8% | +$39.3K | 0.01% | 174 |
|
|
2023
Q1 | $492K | Buy |
5,062
+22
| +0.4% | +$2.14K | 0.01% | 176 |
|
|
2022
Q4 | $510K | Sell |
5,040
-210
| -4% | -$21.3K | 0.01% | 171 |
|
|
2022
Q3 | $436K | Sell |
5,250
-22
| -0.4% | -$1.83K | 0.01% | 178 |
|
|
2022
Q2 | $521K | Buy |
5,272
+302
| +6% | +$29.8K | 0.01% | 170 |
|
|
2022
Q1 | $467K | Sell |
4,970
-65
| -1% | -$6.11K | 0.01% | 185 |
|
|
2021
Q4 | $478K | Sell |
5,035
-131
| -3% | -$12.4K | 0.01% | 184 |
|
|
2021
Q3 | $490K | Sell |
5,166
-50
| -1% | -$4.74K | 0.01% | 177 |
|
|
2021
Q2 | $517K | Buy |
5,216
+131
| +3% | +$13K | 0.01% | 168 |
|
|
2021
Q1 | $451K | Sell |
5,085
-552
| -10% | -$49K | 0.01% | 164 |
|
|
2020
Q4 | $467K | Buy |
5,637
+61
| +1% | +$5.05K | 0.01% | 162 |
|
|
2020
Q3 | $418K | Sell |
5,576
-80
| -1% | -$6K | 0.01% | 165 |
|
|
2020
Q2 | $396K | Buy |
5,656
+80
| +1% | +$5.6K | 0.01% | 165 |
|
|
2020
Q1 | $407K | Hold |
5,576
| – | – | 0.01% | 161 |
|
|
2019
Q4 | $474K | Sell |
5,576
-814
| -13% | -$69.2K | 0.01% | 168 |
|
|
2019
Q3 | $485K | Sell |
6,390
-1,457
| -19% | -$111K | 0.01% | 169 |
|
|
2019
Q2 | $616K | Sell |
7,847
-1,871
| -19% | -$147K | 0.01% | 164 |
|
|
2019
Q1 | $859K | Buy |
9,718
+2,253
| +30% | +$199K | 0.02% | 151 |
|
|
2018
Q4 | $498K | Buy |
7,465
+474
| +7% | +$31.6K | 0.01% | 168 |
|
|
2018
Q3 | $570K | Sell |
6,991
-706
| -9% | -$57.6K | 0.01% | 165 |
|
|
2018
Q2 | $621K | Sell |
7,697
-584
| -7% | -$47.1K | 0.01% | 158 |
|
|
2018
Q1 | $823K | Sell |
8,281
-514
| -6% | -$51.1K | 0.02% | 144 |
|
|
2017
Q4 | $929K | Sell |
8,795
-385
| -4% | -$40.7K | 0.02% | 141 |
|
|
2017
Q3 | $1.02M | Buy |
9,180
+180
| +2% | +$20K | 0.02% | 144 |
|
|
2017
Q2 | $1.06M | Sell |
9,000
-1,331
| -13% | -$156K | 0.02% | 147 |
|
|
2017
Q1 | $1.17M | Sell |
10,331
-172
| -2% | -$19.4K | 0.03% | 148 |
|
|
2016
Q4 | $961K | Sell |
10,503
-11
| -0.1% | -$1.01K | 0.02% | 154 |
|
|
2016
Q3 | $1.02M | Sell |
10,514
-274
| -3% | -$26.6K | 0.03% | 153 |
|
|
2016
Q2 | $1.1M | Sell |
10,788
-2,204
| -17% | -$224K | 0.03% | 153 |
|
|
2016
Q1 | $1.28M | Buy |
+12,992
| New | +$1.28M | 0.03% | 148 |
|