Lantz Financial’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 | $578K | Sell |
3,173
-1,354
| -30% | -$247K | 0.14% | 135 |
|
|
2025
Q1 | $719K | Buy |
4,527
+158
| +4% | +$25.1K | 0.2% | 119 |
|
|
2024
Q4 | $526K | Sell |
4,369
-204
| -4% | -$24.6K | 0.14% | 136 |
|
|
2024
Q3 | $555K | Sell |
4,573
-1,078
| -19% | -$131K | 0.15% | 130 |
|
|
2024
Q2 | $573K | Buy |
5,651
+153
| +3% | +$15.5K | 0.18% | 116 |
|
|
2024
Q1 | $504K | Buy |
5,498
+73
| +1% | +$6.69K | 0.16% | 127 |
|
|
2023
Q4 | $510K | Buy |
5,425
+33
| +0.6% | +$3.11K | 0.18% | 113 |
|
|
2023
Q3 | $499K | Buy |
5,392
+1
| +0% | +$93 | 0.2% | 109 |
|
|
2023
Q2 | $526K | Buy |
5,391
+31
| +0.6% | +$3.03K | 0.21% | 105 |
|
|
2023
Q1 | $521K | Buy |
5,360
+123
| +2% | +$12K | 0.22% | 105 |
|
|
2022
Q4 | $530K | Buy |
5,237
+125
| +2% | +$12.7K | 0.24% | 102 |
|
|
2022
Q3 | $424K | Buy |
5,112
+433
| +9% | +$35.9K | 0.22% | 104 |
|
|
2022
Q2 | $462K | Buy |
4,679
+192
| +4% | +$19K | 0.21% | 105 |
|
|
2022
Q1 | $422K | Buy |
4,487
+570
| +15% | +$53.6K | 0.17% | 111 |
|
|
2021
Q4 | $372K | Buy |
3,917
+419
| +12% | +$39.8K | 0.17% | 112 |
|
|
2021
Q3 | $332K | Sell |
3,498
-39
| -1% | -$3.7K | 0.17% | 116 |
|
|
2021
Q2 | $351K | Buy |
3,537
+131
| +4% | +$13K | 0.18% | 109 |
|
|
2021
Q1 | $302K | Buy |
3,406
+310
| +10% | +$27.5K | 0.17% | 105 |
|
|
2020
Q4 | $256K | Buy |
3,096
+48
| +2% | +$3.97K | 0.16% | 106 |
|
|
2020
Q3 | $229K | Buy |
3,048
+53
| +2% | +$3.98K | 0.15% | 106 |
|
|
2020
Q2 | $210K | Sell |
2,995
-493
| -14% | -$34.6K | 0.15% | 106 |
|
|
2020
Q1 | $254K | Sell |
3,488
-16
| -0.5% | -$1.17K | 0.2% | 95 |
|
|
2019
Q4 | $298K | Buy |
3,504
+221
| +7% | +$18.8K | 0.18% | 110 |
|
|
2019
Q3 | $252K | Sell |
3,283
-169
| -5% | -$13K | 0.17% | 108 |
|
|
2019
Q2 | $275K | Sell |
3,452
-85
| -2% | -$6.77K | 0.19% | 103 |
|
|
2019
Q1 | $313K | Buy |
+3,537
| New | +$313K | 0.23% | 90 |
|