Laidlaw Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,274
| Closed | -$274K | – | 127 |
|
|
2024
Q4 | $274K | Sell |
2,274
-165
| -7% | -$19.9K | 0.12% | 147 |
|
|
2024
Q3 | $296K | Buy |
2,439
+294
| +14% | +$35.7K | 0.15% | 135 |
|
|
2024
Q2 | $217K | Sell |
2,145
-499
| -19% | -$50.6K | 0.12% | 154 |
|
|
2024
Q1 | $242K | Sell |
2,644
-4,874
| -65% | -$447K | 0.14% | 152 |
|
|
2023
Q4 | $707K | Sell |
7,518
-88
| -1% | -$8.28K | 0.26% | 104 |
|
|
2023
Q3 | $704K | Sell |
7,606
-702
| -8% | -$65K | 0.23% | 107 |
|
|
2023
Q2 | $811K | Sell |
8,308
-149
| -2% | -$14.5K | 0.16% | 146 |
|
|
2023
Q1 | $822K | Buy |
8,457
+442
| +6% | +$43K | 0.17% | 145 |
|
|
2022
Q4 | $811K | Sell |
8,015
-18
| -0.2% | -$1.82K | 0.17% | 148 |
|
|
2022
Q3 | $667K | Buy |
8,033
+316
| +4% | +$26.2K | 0.16% | 147 |
|
|
2022
Q2 | $762K | Sell |
7,717
-420
| -5% | -$41.5K | 0.16% | 151 |
|
|
2022
Q1 | $764K | Sell |
8,137
-1,178
| -13% | -$111K | 0.13% | 163 |
|
|
2021
Q4 | $885K | Buy |
+9,315
| New | +$885K | 0.14% | 151 |
|
|
2021
Q1 | – | Sell |
-6,679
| Closed | -$553K | – | 325 |
|
|
2020
Q4 | $553K | Buy |
6,679
+433
| +7% | +$35.9K | 0.12% | 177 |
|
|
2020
Q3 | $468K | Sell |
6,246
-389
| -6% | -$29.1K | 0.21% | 113 |
|
|
2020
Q2 | $465K | Buy |
6,635
+187
| +3% | +$13.1K | 0.24% | 103 |
|
|
2020
Q1 | $470K | Buy |
6,448
+267
| +4% | +$19.5K | 0.31% | 91 |
|
|
2019
Q4 | $526K | Buy |
+6,181
| New | +$526K | 0.33% | 90 |
|