Kelman-Lazarov Inc’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 | $552K | Buy |
3,029
+100
| +3% | +$18.2K | 0.09% | 76 |
|
|
2025
Q1 | $465K | Buy |
2,929
+112
| +4% | +$17.8K | 0.08% | 76 |
|
|
2024
Q4 | $339K | Buy |
+2,817
| New | +$339K | 0.06% | 85 |
|
|
2017
Q1 | – | Sell |
-1,578
| Closed | -$144K | – | 210 |
|
|
2016
Q4 | $144K | Hold |
1,578
| – | – | 0.08% | 117 |
|
|
2016
Q3 | $152K | Hold |
1,578
| – | – | 0.09% | 118 |
|
|
2016
Q2 | $160K | Hold |
1,578
| – | – | 0.09% | 116 |
|
|
2016
Q1 | $157K | Buy |
+1,578
| New | +$157K | 0.09% | 125 |
|