LBMC Investment Advisors’s Philip Morris PM Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $347K | Buy | 
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| 
        
          
      
        2025
         Q2  | $390K | Sell | 
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| 
        
          
      
        2025
         Q1  | $605K | Buy | 
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| 
        
          
      
        2024
         Q4  | $458K | Buy | 
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    |||||
| 
        
          
      
        2024
         Q3  | $462K | Buy | 
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| 
        
          
      
        2024
         Q2  | $383K | Buy | 
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| 
        
          
      
        2024
         Q1  | $344K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $351K | Sell | 
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| 
        
          
      
        2023
         Q3  | $352K | Buy | 
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| 
        
          
      
        2023
         Q2  | $360K | Buy | 
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    |||||
| 
        
          
      
        2023
         Q1  | $356K | Buy | 
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    |||||
| 
        
          
      
        2022
         Q4  | $369K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $300K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $355K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $357K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $377K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $374 | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $371K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $298K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $276K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $231K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $214K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $222K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $352K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $332K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $340K | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $379K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $296K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $353K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $347K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $453K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $473K | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $560K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | $588K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $561K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | $451K | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q3  | $496K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q2  | $515K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q1  | $492K | Buy | 
         | 
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| 
        
          
      
        2015
         Q4  | $437K | Buy | 
         | 
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| 
        
          
      
        2015
         Q3  | $391K | Buy | 
         |