Kelman-Lazarov Inc’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
Q2
$552K Buy
2025
Q1
$465K Buy
2024
Q4
$339K Buy
2017
Q1
Sell
2016
Q4
$144K Hold
2016
Q3
$152K Hold
2016
Q2
$160K Hold
2016
Q1
$157K Buy