Kelly Lawrence W & 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 | $34.6K | Hold |
190
| – | – | 0.01% | 122 |
|
2025
Q1 | $30.2K | Buy |
+190
| New | +$30.2K | 0.01% | 131 |
|
2024
Q2 | – | Sell |
-1,362
| Closed | -$125K | – | 187 |
|
2024
Q1 | $125K | Hold |
1,362
| – | – | 0.03% | 93 |
|
2023
Q4 | $128K | Hold |
1,362
| – | – | 0.03% | 91 |
|
2023
Q3 | $126K | Buy |
+1,362
| New | +$126K | 0.03% | 92 |
|
2015
Q4 | – | Sell |
-1,670
| Closed | -$132K | – | 167 |
|
2015
Q3 | $132K | Hold |
1,670
| – | – | 0.03% | 102 |
|
2015
Q2 | $134K | Hold |
1,670
| – | – | 0.03% | 99 |
|
2015
Q1 | $126K | Sell |
1,670
-1,700
| -50% | -$128K | 0.03% | 92 |
|
2014
Q4 | $274K | Buy |
+3,370
| New | +$274K | 0.06% | 79 |
|