L.M. Kohn & Company’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
$1.39M Sell
7,651
-145
-2% -$26.4K 0.38% 47
2025
Q1
$1.24M Sell
7,796
-226
-3% -$35.9K 0.32% 55
2024
Q4
$965K Sell
8,022
-1,810
-18% -$218K 0.25% 76
2024
Q3
$1.19M Buy
9,832
+2,700
+38% +$328K 0.3% 66
2024
Q2
$723K Sell
7,132
-659
-8% -$66.8K 0.2% 108
2024
Q1
$714K Buy
7,791
+350
+5% +$32.1K 0.2% 108
2023
Q4
$700K Buy
7,441
+56
+0.8% +$5.27K 0.22% 98
2023
Q3
$684K Buy
7,385
+56
+0.8% +$5.18K 0.25% 87
2023
Q2
$715K Sell
7,329
-31
-0.4% -$3.03K 0.27% 86
2023
Q1
$716K Buy
7,360
+101
+1% +$9.82K 0.3% 74
2022
Q4
$735K Buy
7,259
+78
+1% +$7.89K 0.34% 70
2022
Q3
$597K Sell
7,181
-1
-0% -$83 0.29% 81
2022
Q2
$710K Sell
7,182
-100
-1% -$9.89K 0.33% 71
2022
Q1
$685K Buy
+7,282
New +$685K 0.26% 91