Lee 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 | $2.98M | Buy |
16,365
+1,416
| +9% | +$258K | 0.43% | 24 |
|
|
2025
Q1 | $2.38M | Sell |
14,949
-1,859
| -11% | -$295K | 0.36% | 27 |
|
|
2024
Q4 | $2.03M | Sell |
16,808
-275
| -2% | -$33.2K | 0.28% | 32 |
|
|
2024
Q3 | $2.08M | Buy |
17,083
+1,770
| +12% | +$215K | 0.3% | 33 |
|
|
2024
Q2 | $1.55M | Sell |
15,313
-950
| -6% | -$96.5K | 0.25% | 39 |
|
|
2024
Q1 | $1.49M | Sell |
16,263
-268
| -2% | -$24.6K | 0.25% | 44 |
|
|
2023
Q4 | $1.56M | Sell |
16,531
-9
| -0.1% | -$849 | 0.27% | 38 |
|
|
2023
Q3 | $1.53M | Sell |
16,540
-1,126
| -6% | -$104K | 0.29% | 37 |
|
|
2023
Q2 | $1.73M | Hold |
17,666
| – | – | 0.3% | 34 |
|
|
2023
Q1 | $1.72M | Sell |
17,666
-2,624
| -13% | -$256K | 0.3% | 40 |
|
|
2022
Q4 | $2.05M | Sell |
20,290
-248
| -1% | -$25.1K | 0.35% | 38 |
|
|
2022
Q3 | $1.71M | Buy |
20,538
+145
| +0.7% | +$12K | 0.32% | 43 |
|
|
2022
Q2 | $2.01M | Sell |
20,393
-7
| -0% | -$691 | 0.37% | 36 |
|
|
2022
Q1 | $1.92M | Sell |
20,400
-453
| -2% | -$42.6K | 0.34% | 37 |
|
|
2021
Q4 | $1.98M | Sell |
20,853
-35
| -0.2% | -$3.33K | 0.37% | 36 |
|
|
2021
Q3 | $1.98M | Buy |
20,888
+147
| +0.7% | +$13.9K | 0.41% | 31 |
|
|
2021
Q2 | $2.06M | Buy |
20,741
+50
| +0.2% | +$4.95K | 0.44% | 32 |
|
|
2021
Q1 | $1.84M | Buy |
20,691
+1,967
| +11% | +$175K | 0.44% | 33 |
|
|
2020
Q4 | $1.55M | Sell |
18,724
-2,452
| -12% | -$203K | 0.4% | 38 |
|
|
2020
Q3 | $1.59M | Sell |
21,176
-77
| -0.4% | -$5.77K | 0.44% | 39 |
|
|
2020
Q2 | $1.49M | Sell |
21,253
-285
| -1% | -$20K | 0.41% | 41 |
|
|
2020
Q1 | $1.57M | Buy |
21,538
+4,322
| +25% | +$315K | 0.52% | 32 |
|
|
2019
Q4 | $1.47M | Buy |
17,216
+1,276
| +8% | +$109K | 0.32% | 43 |
|
|
2019
Q3 | $1.21M | Buy |
15,940
+1,882
| +13% | +$143K | 0.27% | 54 |
|
|
2019
Q2 | $1.1M | Sell |
14,058
-45
| -0.3% | -$3.53K | 0.25% | 56 |
|
|
2019
Q1 | $1.25M | Buy |
14,103
+183
| +1% | +$16.2K | 0.29% | 47 |
|
|
2018
Q4 | $929K | Sell |
13,920
-1,149
| -8% | -$76.7K | 0.25% | 56 |
|
|
2018
Q3 | $1.23M | Sell |
15,069
-1,722
| -10% | -$140K | 0.3% | 48 |
|
|
2018
Q2 | $1.36M | Buy |
16,791
+2,395
| +17% | +$193K | 0.32% | 47 |
|
|
2018
Q1 | $1.43M | Buy |
14,396
+47
| +0.3% | +$4.67K | 0.36% | 44 |
|
|
2017
Q4 | $1.52M | Sell |
14,349
-354
| -2% | -$37.4K | 0.44% | 42 |
|
|
2017
Q3 | $1.63M | Sell |
14,703
-367
| -2% | -$40.7K | 0.53% | 39 |
|
|
2017
Q2 | $1.77M | Buy |
15,070
+2,409
| +19% | +$283K | 0.65% | 27 |
|
|
2017
Q1 | $1.43M | Sell |
12,661
-945
| -7% | -$107K | 0.57% | 36 |
|
|
2016
Q4 | $1.24M | Buy |
+13,606
| New | +$1.24M | 0.7% | 35 |
|