LJAC
L.J. Altfest & Co’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Buy |
3,849
+183
| +5% | +$33.3K | 0.08% | 173 |
|
|
2025
Q1 | $582K | Sell |
3,666
-50
| -1% | -$7.94K | 0.07% | 188 |
|
|
2024
Q4 | $447K | Buy |
3,716
+38
| +1% | +$4.57K | 0.06% | 227 |
|
|
2024
Q3 | $446K | Sell |
3,678
-357
| -9% | -$43.3K | 0.06% | 221 |
|
|
2024
Q2 | $409K | Sell |
4,035
-138
| -3% | -$14K | 0.06% | 222 |
|
|
2024
Q1 | $382K | Sell |
4,173
-572
| -12% | -$52.4K | 0.05% | 222 |
|
|
2023
Q4 | $446K | Buy |
4,745
+12
| +0.3% | +$1.13K | 0.06% | 199 |
|
|
2023
Q3 | $438K | Sell |
4,733
-10
| -0.2% | -$925 | 0.07% | 197 |
|
|
2023
Q2 | $463K | Buy |
4,743
+119
| +3% | +$11.6K | 0.07% | 187 |
|
|
2023
Q1 | $450K | Hold |
4,624
| – | – | 0.07% | 180 |
|
|
2022
Q4 | $468K | Sell |
4,624
-142
| -3% | -$14.4K | 0.08% | 162 |
|
|
2022
Q3 | $396K | Buy |
4,766
+100
| +2% | +$8.31K | 0.07% | 169 |
|
|
2022
Q2 | $461K | Buy |
4,666
+1,567
| +51% | +$155K | 0.08% | 156 |
|
|
2022
Q1 | $291K | Sell |
3,099
-65
| -2% | -$6.1K | 0.05% | 207 |
|
|
2021
Q4 | $301K | Buy |
3,164
+45
| +1% | +$4.28K | 0.06% | 208 |
|
|
2021
Q3 | $296K | Sell |
3,119
-40
| -1% | -$3.8K | 0.06% | 208 |
|
|
2021
Q2 | $313K | Buy |
3,159
+4
| +0.1% | +$396 | 0.07% | 202 |
|
|
2021
Q1 | $280K | Hold |
3,155
| – | – | 0.07% | 211 |
|
|
2020
Q4 | $261K | Sell |
3,155
-835
| -21% | -$69.1K | 0.06% | 219 |
|
|
2020
Q3 | $299K | Buy |
3,990
+261
| +7% | +$19.6K | 0.08% | 169 |
|
|
2020
Q2 | $261K | Sell |
3,729
-130
| -3% | -$9.1K | 0.08% | 179 |
|
|
2020
Q1 | $282K | Sell |
3,859
-462
| -11% | -$33.8K | 0.09% | 140 |
|
|
2019
Q4 | $368K | Buy |
4,321
+216
| +5% | +$18.4K | 0.09% | 135 |
|
|
2019
Q3 | $312K | Sell |
4,105
-149
| -4% | -$11.3K | 0.08% | 136 |
|
|
2019
Q2 | $334K | Buy |
4,254
+118
| +3% | +$9.27K | 0.09% | 127 |
|
|
2019
Q1 | $366K | Sell |
4,136
-249
| -6% | -$22K | 0.09% | 125 |
|
|
2018
Q4 | $293K | Sell |
4,385
-5,527
| -56% | -$369K | 0.08% | 117 |
|
|
2018
Q3 | $808K | Buy |
9,912
+75
| +0.8% | +$6.11K | 0.24% | 76 |
|
|
2018
Q2 | $794K | Buy |
9,837
+7,349
| +295% | +$593K | 0.3% | 67 |
|
|
2018
Q1 | $247K | Sell |
2,488
-198
| -7% | -$19.7K | 0.11% | 137 |
|
|
2017
Q4 | $284K | Buy |
+2,686
| New | +$284K | 0.11% | 136 |
|
|
2016
Q2 | – | Sell |
-2,707
| Closed | -$266K | – | 123 |
|
|
2016
Q1 | $266K | Sell |
2,707
-248
| -8% | -$24.4K | 0.27% | 70 |
|
|
2015
Q4 | $260K | Sell |
2,955
-44
| -1% | -$3.87K | 0.25% | 80 |
|
|
2015
Q3 | $238K | Sell |
2,999
-573
| -16% | -$45.5K | 0.24% | 83 |
|
|
2015
Q2 | $286K | Buy |
3,572
+548
| +18% | +$43.9K | 0.26% | 75 |
|
|
2015
Q1 | $228K | Buy |
+3,024
| New | +$228K | 0.21% | 83 |
|