Lathrop Investment 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
Q2 | $209K | Buy |
+1,145
| New | +$209K | 0.04% | 81 |
|
2019
Q2 | – | Sell |
-2,686
| Closed | -$237K | – | 64 |
|
2019
Q1 | $237K | Buy |
+2,686
| New | +$237K | 0.07% | 58 |
|
2014
Q2 | – | Sell |
-2,775
| Closed | -$227K | – | 58 |
|
2014
Q1 | $227K | Buy |
2,775
+11
| +0.4% | +$900 | 0.09% | 53 |
|
2013
Q4 | $241K | Hold |
2,764
| – | – | 0.1% | 52 |
|
2013
Q3 | $239K | Hold |
2,764
| – | – | 0.11% | 45 |
|
2013
Q2 | $239K | Buy |
+2,764
| New | +$239K | 0.12% | 44 |
|