LFA
Legacy Financial Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
9,860
+567
| +6% | +$103K | 0.28% | 56 |
|
|
2025
Q1 | $1.48M | Buy |
9,293
+461
| +5% | +$73.2K | 0.25% | 71 |
|
|
2024
Q4 | $1.06M | Buy |
8,832
+1,375
| +18% | +$165K | 0.18% | 100 |
|
|
2024
Q3 | $905K | Buy |
7,457
+363
| +5% | +$44.1K | 0.15% | 108 |
|
|
2024
Q2 | $719K | Buy |
7,094
+343
| +5% | +$34.8K | 0.13% | 128 |
|
|
2024
Q1 | $619K | Sell |
6,751
-103
| -2% | -$9.44K | 0.11% | 151 |
|
|
2023
Q4 | $645K | Buy |
6,854
+663
| +11% | +$62.4K | 0.12% | 130 |
|
|
2023
Q3 | $573K | Buy |
6,191
+516
| +9% | +$47.8K | 0.11% | 117 |
|
|
2023
Q2 | $554K | Buy |
5,675
+322
| +6% | +$31.4K | 0.1% | 124 |
|
|
2023
Q1 | $521K | Sell |
5,353
-162
| -3% | -$15.8K | 0.11% | 123 |
|
|
2022
Q4 | $558K | Buy |
5,515
+1,324
| +32% | +$134K | 0.12% | 106 |
|
|
2022
Q3 | $348K | Sell |
4,191
-335
| -7% | -$27.8K | 0.08% | 139 |
|
|
2022
Q2 | $447K | Buy |
4,526
+748
| +20% | +$73.9K | 0.11% | 101 |
|
|
2022
Q1 | $355K | Buy |
3,778
+35
| +0.9% | +$3.29K | 0.08% | 146 |
|
|
2021
Q4 | $356K | Buy |
3,743
+166
| +5% | +$15.8K | 0.08% | 124 |
|
|
2021
Q3 | $339K | Buy |
3,577
+146
| +4% | +$13.8K | 0.08% | 111 |
|
|
2021
Q2 | $340K | Buy |
3,431
+174
| +5% | +$17.2K | 0.09% | 111 |
|
|
2021
Q1 | $289K | Buy |
3,257
+390
| +14% | +$34.6K | 0.08% | 114 |
|
|
2020
Q4 | $237K | Buy |
2,867
+159
| +6% | +$13.1K | 0.07% | 122 |
|
|
2020
Q3 | $203K | Buy |
+2,708
| New | +$203K | 0.06% | 124 |
|
|
2020
Q1 | – | Sell |
-2,645
| Closed | -$225K | – | 108 |
|
|
2019
Q4 | $225K | Sell |
2,645
-478
| -15% | -$40.7K | 0.07% | 108 |
|
|
2019
Q3 | $237K | Sell |
3,123
-137
| -4% | -$10.4K | 0.08% | 104 |
|
|
2019
Q2 | $256K | Buy |
3,260
+556
| +21% | +$43.7K | 0.09% | 100 |
|
|
2019
Q1 | $239K | Sell |
2,704
-287
| -10% | -$25.4K | 0.08% | 99 |
|
|
2018
Q4 | $200K | Buy |
2,991
+130
| +5% | +$8.69K | 0.08% | 98 |
|
|
2018
Q3 | $233K | Buy |
2,861
+20
| +0.7% | +$1.63K | 0.08% | 97 |
|
|
2018
Q2 | $235K | Sell |
2,841
-71
| -2% | -$5.87K | 0.09% | 93 |
|
|
2018
Q1 | $294K | Buy |
2,912
+215
| +8% | +$21.7K | 0.12% | 81 |
|
|
2017
Q4 | $285K | Buy |
+2,697
| New | +$285K | 0.12% | 78 |
|