LRIA
Leonard Rickey Investment Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $872K | Buy |
4,789
+116
| +2% | +$21.1K | 0.17% | 48 |
|
|
2025
Q1 | $736K | Sell |
4,673
-265
| -5% | -$41.8K | 0.16% | 48 |
|
|
2024
Q4 | $594K | Buy |
4,938
+100
| +2% | +$12K | 0.14% | 58 |
|
|
2024
Q3 | $587K | Buy |
4,838
+213
| +5% | +$25.9K | 0.13% | 56 |
|
|
2024
Q2 | $469K | Buy |
4,625
+866
| +23% | +$87.8K | 0.11% | 58 |
|
|
2024
Q1 | $344K | Buy |
3,759
+563
| +18% | +$51.6K | 0.09% | 62 |
|
|
2023
Q4 | $301K | Buy |
3,196
+123
| +4% | +$11.6K | 0.09% | 64 |
|
|
2023
Q3 | $284K | Buy |
3,073
+22
| +0.7% | +$2.04K | 0.09% | 65 |
|
|
2023
Q2 | $298K | Buy |
3,051
+308
| +11% | +$30.1K | 0.11% | 55 |
|
|
2023
Q1 | $267K | Buy |
2,743
+164
| +6% | +$16K | 0.1% | 55 |
|
|
2022
Q4 | $261K | Buy |
2,579
+82
| +3% | +$8.3K | 0.11% | 56 |
|
|
2022
Q3 | $207K | Buy |
2,497
+67
| +3% | +$5.55K | 0.1% | 57 |
|
|
2022
Q2 | $240K | Buy |
2,430
+8
| +0.3% | +$790 | 0.1% | 59 |
|
|
2022
Q1 | $228K | Buy |
+2,422
| New | +$228K | 0.09% | 66 |
|