LBMC Investment Advisors’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 | $390K | Sell |
2,139
-1,673
| -44% | -$305K | 0.03% | 143 |
|
|
2025
Q1 | $605K | Buy |
3,812
+2
| +0.1% | +$317 | 0.05% | 106 |
|
|
2024
Q4 | $458K | Buy |
3,810
+3
| +0.1% | +$361 | 0.04% | 123 |
|
|
2024
Q3 | $462K | Buy |
3,807
+23
| +0.6% | +$2.79K | 0.04% | 116 |
|
|
2024
Q2 | $383K | Buy |
3,784
+27
| +0.7% | +$2.74K | 0.03% | 119 |
|
|
2024
Q1 | $344K | Buy |
3,757
+25
| +0.7% | +$2.29K | 0.03% | 129 |
|
|
2023
Q4 | $351K | Sell |
3,732
-171
| -4% | -$16.1K | 0.03% | 112 |
|
|
2023
Q3 | $352K | Buy |
3,903
+218
| +6% | +$19.7K | 0.04% | 113 |
|
|
2023
Q2 | $360K | Buy |
3,685
+22
| +0.6% | +$2.15K | 0.04% | 114 |
|
|
2023
Q1 | $356K | Buy |
3,663
+21
| +0.6% | +$2.04K | 0.04% | 114 |
|
|
2022
Q4 | $369K | Buy |
3,642
+26
| +0.7% | +$2.63K | 0.04% | 108 |
|
|
2022
Q3 | $300K | Buy |
3,616
+22
| +0.6% | +$1.83K | 0.03% | 113 |
|
|
2022
Q2 | $355K | Sell |
3,594
-210
| -6% | -$20.7K | 0.04% | 100 |
|
|
2022
Q1 | $357K | Sell |
3,804
-161
| -4% | -$15.1K | 0.03% | 109 |
|
|
2021
Q4 | $377K | Sell |
3,965
-4,026
| -50% | -$383K | 0.03% | 114 |
|
|
2021
Q3 | $374 | Buy |
7,991
+4,248
| +113% | +$199 | 0.04% | 108 |
|
|
2021
Q2 | $371K | Buy |
3,743
+382
| +11% | +$37.9K | 0.04% | 107 |
|
|
2021
Q1 | $298K | Buy |
3,361
+23
| +0.7% | +$2.04K | 0.03% | 104 |
|
|
2020
Q4 | $276K | Buy |
3,338
+254
| +8% | +$21K | 0.03% | 102 |
|
|
2020
Q3 | $231K | Buy |
3,084
+24
| +0.8% | +$1.8K | 0.03% | 104 |
|
|
2020
Q2 | $214K | Buy |
3,060
+23
| +0.8% | +$1.61K | 0.03% | 95 |
|
|
2020
Q1 | $222K | Sell |
3,037
-1,096
| -27% | -$80.1K | 0.04% | 80 |
|
|
2019
Q4 | $352K | Sell |
4,133
-235
| -5% | -$20K | 0.05% | 72 |
|
|
2019
Q3 | $332K | Buy |
4,368
+40
| +0.9% | +$3.04K | 0.05% | 69 |
|
|
2019
Q2 | $340K | Buy |
4,328
+37
| +0.9% | +$2.91K | 0.05% | 69 |
|
|
2019
Q1 | $379K | Sell |
4,291
-138
| -3% | -$12.2K | 0.06% | 62 |
|
|
2018
Q4 | $296K | Buy |
4,429
+105
| +2% | +$7.02K | 0.05% | 74 |
|
|
2018
Q3 | $353K | Buy |
4,324
+26
| +0.6% | +$2.12K | 0.06% | 76 |
|
|
2018
Q2 | $347K | Sell |
4,298
-258
| -6% | -$20.8K | 0.06% | 74 |
|
|
2018
Q1 | $453K | Buy |
4,556
+80
| +2% | +$7.95K | 0.08% | 58 |
|
|
2017
Q4 | $473K | Sell |
4,476
-568
| -11% | -$60K | 0.08% | 56 |
|
|
2017
Q3 | $560K | Buy |
5,044
+35
| +0.7% | +$3.89K | 0.1% | 46 |
|
|
2017
Q2 | $588K | Buy |
5,009
+36
| +0.7% | +$4.23K | 0.1% | 43 |
|
|
2017
Q1 | $561K | Buy |
4,973
+48
| +1% | +$5.42K | 0.1% | 47 |
|
|
2016
Q4 | $451K | Sell |
4,925
-176
| -3% | -$16.1K | 0.08% | 52 |
|
|
2016
Q3 | $496K | Buy |
5,101
+41
| +0.8% | +$3.99K | 0.1% | 51 |
|
|
2016
Q2 | $515K | Buy |
5,060
+40
| +0.8% | +$4.07K | 0.1% | 41 |
|
|
2016
Q1 | $492K | Buy |
5,020
+47
| +0.9% | +$4.61K | 0.1% | 44 |
|
|
2015
Q4 | $437K | Buy |
4,973
+47
| +1% | +$4.13K | 0.09% | 43 |
|
|
2015
Q3 | $391K | Buy |
+4,926
| New | +$391K | 0.09% | 43 |
|