LA
Legacy Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,648
| Closed | -$3.79M | – | 307 |
|
|
2025
Q1 | $3.79M | Sell |
23,648
-2,998
| -11% | -$480K | 0.39% | 52 |
|
|
2024
Q4 | $3.21M | Buy |
26,646
+1,108
| +4% | +$133K | 0.31% | 60 |
|
|
2024
Q3 | $3.1M | Buy |
25,538
+755
| +3% | +$91.7K | 0.34% | 58 |
|
|
2024
Q2 | $2.54M | Buy |
24,783
+9,918
| +67% | +$1.02M | 0.31% | 64 |
|
|
2024
Q1 | $1.39M | Sell |
14,865
-6,140
| -29% | -$574K | 0.18% | 103 |
|
|
2023
Q4 | $2M | Sell |
21,005
-6,448
| -23% | -$615K | 0.26% | 81 |
|
|
2023
Q3 | $2.58M | Sell |
27,453
-521
| -2% | -$48.9K | 0.42% | 62 |
|
|
2023
Q2 | $2.73M | Sell |
27,974
-240
| -0.9% | -$23.4K | 0.41% | 56 |
|
|
2023
Q1 | $2.78M | Buy |
28,214
+1,591
| +6% | +$157K | 0.51% | 45 |
|
|
2022
Q4 | $2.73M | Buy |
26,623
+2,497
| +10% | +$256K | 0.5% | 43 |
|
|
2022
Q3 | $2.03M | Buy |
24,126
+1,986
| +9% | +$167K | 0.45% | 44 |
|
|
2022
Q2 | $2.21M | Buy |
22,140
+2,669
| +14% | +$267K | 0.47% | 38 |
|
|
2022
Q1 | $1.85M | Buy |
19,471
+16,974
| +680% | +$1.62M | 0.36% | 48 |
|
|
2021
Q4 | $237K | Hold |
2,497
| – | – | 0.09% | 118 |
|
|
2021
Q3 | $237K | Buy |
2,497
+12
| +0.5% | +$1.14K | 0.09% | 109 |
|
|
2021
Q2 | $246K | Sell |
2,485
-592
| -19% | -$58.6K | 0.1% | 109 |
|
|
2021
Q1 | $273K | Buy |
3,077
+592
| +24% | +$52.5K | 0.12% | 96 |
|
|
2020
Q4 | $206K | Buy |
+2,485
| New | +$206K | 0.12% | 109 |
|
|
2020
Q1 | – | Sell |
-3,107
| Closed | -$268K | – | 126 |
|
|
2019
Q4 | $268K | Buy |
+3,107
| New | +$268K | 0.17% | 112 |
|
|
2019
Q3 | – | Sell |
-2,485
| Closed | -$198K | – | 278 |
|
|
2019
Q2 | $198K | Sell |
2,485
-4,567
| -65% | -$364K | 0.13% | 110 |
|
|
2019
Q1 | $624K | Buy |
7,052
+3,914
| +125% | +$346K | 0.2% | 88 |
|
|
2018
Q4 | $209K | Sell |
3,138
-12,289
| -80% | -$818K | 0.16% | 109 |
|
|
2018
Q3 | $1.28M | Buy |
15,427
+13,402
| +662% | +$1.11M | 0.63% | 55 |
|
|
2018
Q2 | $166K | Buy |
2,025
+499
| +33% | +$40.9K | 0.12% | 100 |
|
|
2018
Q1 | $155K | Sell |
1,526
-174
| -10% | -$17.7K | 0.11% | 94 |
|
|
2017
Q4 | $181K | Buy |
1,700
+87
| +5% | +$9.26K | 0.18% | 60 |
|
|
2017
Q3 | $180K | Buy |
1,613
+113
| +8% | +$12.6K | 0.2% | 54 |
|
|
2017
Q2 | $176K | Hold |
1,500
| – | – | 0.22% | 50 |
|
|
2017
Q1 | $170K | Sell |
1,500
-366
| -20% | -$41.5K | 0.23% | 47 |
|
|
2016
Q4 | $172K | Buy |
+1,866
| New | +$172K | 0.24% | 50 |
|