LGT Financial 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 | $5.83K | Buy |
+32
| New | +$5.83K | 0.01% | 275 |
|
|
2024
Q3 | – | Sell |
-146
| Closed | -$14.8K | – | 774 |
|
|
2024
Q2 | $14.8K | Sell |
146
-3,454
| -96% | -$350K | 0.03% | 380 |
|
|
2024
Q1 | $330K | Hold |
3,600
| – | – | 0.38% | 55 |
|
|
2023
Q4 | $339K | Hold |
3,600
| – | – | 0.41% | 53 |
|
|
2023
Q3 | $333K | Hold |
3,600
| – | – | 0.42% | 50 |
|
|
2023
Q2 | $351K | Hold |
3,600
| – | – | 0.37% | 78 |
|
|
2023
Q1 | $350K | Sell |
3,600
-800
| -18% | -$77.8K | 0.65% | 41 |
|
|
2022
Q4 | $445K | Buy |
+4,400
| New | +$445K | 0.52% | 37 |
|