Lafayette Investments’s Philip Morris PM Stock Holding History

Lafayette Investments’s Portfolio PM Stock Details PM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$253K	Sell	1,390 -55	-4%	-$10K	0.05%	137
2025 Q1	$229K	Buy	+1,445	New	+$229K	0.05%	139
2023 Q4	–	Sell	-2,873	Closed	-$266K	–	137
2023 Q3	$266K	Hold	2,873	–	–	0.07%	101
2023 Q2	$280K	Sell	2,873 -1,314	-31%	-$128K	0.07%	101
2023 Q1	$407K	Hold	4,187	–	–	0.11%	87
2022 Q4	$424K	Hold	4,187	–	–	0.12%	85
2022 Q3	$348K	Hold	4,187	–	–	0.11%	86
2022 Q2	$413K	Hold	4,187	–	–	0.12%	83
2022 Q1	$393K	Hold	4,187	–	–	0.1%	91
2021 Q4	$398K	Hold	4,187	–	–	0.1%	95
2021 Q3	$397K	Hold	4,187	–	–	0.11%	86
2021 Q2	$415K	Hold	4,187	–	–	0.11%	85
2021 Q1	$372K	Hold	4,187	–	–	0.12%	70
2020 Q4	$347K	Hold	4,187	–	–	0.12%	70
2020 Q3	$314K	Hold	4,187	–	–	0.12%	74
2020 Q2	$293K	Sell	4,187 -44	-1%	-$3.08K	0.12%	72
2020 Q1	$309K	Sell	4,231 -293	-6%	-$21.4K	0.15%	66
2019 Q4	$385K	Buy	4,524 +5	+0.1%	+$426	0.13%	67
2019 Q3	$343K	Sell	4,519 -195	-4%	-$14.8K	0.12%	70
2019 Q2	$370K	Buy	4,714 +4	+0.1%	+$314	0.13%	64
2019 Q1	$416K	Sell	4,710 -145	-3%	-$12.8K	0.15%	65
2018 Q4	$324K	Buy	+4,855	New	+$324K	0.13%	68
2016 Q4	–	Sell	-2,537	Closed	-$247K	–	68
2016 Q3	$247K	Sell	2,537 -250	-9%	-$24.3K	0.1%	58
2016 Q2	$283K	Sell	2,787 -950	-25%	-$96.5K	0.12%	55
2016 Q1	$367K	Hold	3,737	–	–	0.15%	50
2015 Q4	$329K	Hold	3,737	–	–	0.14%	54
2015 Q3	$296K	Hold	3,737	–	–	0.13%	57
2015 Q2	$300K	Sell	3,737 -450	-11%	-$36.1K	0.13%	58
2015 Q1	$315K	Sell	4,187 -335	-7%	-$25.2K	0.13%	59
2014 Q4	$368K	Sell	4,522 -83	-2%	-$6.76K	0.15%	54
2014 Q3	$384K	Hold	4,605	–	–	0.17%	50
2014 Q2	$388K	Hold	4,605	–	–	0.17%	51
2014 Q1	$377K	Hold	4,605	–	–	0.17%	51
2013 Q4	$401K	Buy	4,605 +1,093	+31%	+$95.2K	0.19%	49
2013 Q3	$304K	Hold	3,512	–	–	0.15%	56
2013 Q2	$304K	Buy	+3,512	New	+$304K	0.15%	56