Lido 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 | $21.2M | Buy |
115,504
+32,419
| +39% | +$5.94M | 0.08% | 138 |
|
|
2025
Q1 | $13.3M | Buy |
83,085
+6,195
| +8% | +$991K | 0.06% | 192 |
|
|
2024
Q4 | $9.35M | Buy |
76,890
+6,682
| +10% | +$813K | 0.04% | 215 |
|
|
2024
Q3 | $8.52M | Buy |
70,208
+3,217
| +5% | +$391K | 0.04% | 214 |
|
|
2024
Q2 | $6.87M | Sell |
66,991
-1,968
| -3% | -$202K | 0.04% | 230 |
|
|
2024
Q1 | $6.41M | Sell |
68,959
-6,195
| -8% | -$576K | 0.04% | 231 |
|
|
2023
Q4 | $7.17M | Sell |
75,154
-1,199
| -2% | -$114K | 0.05% | 204 |
|
|
2023
Q3 | $7.07M | Buy |
76,353
+19,554
| +34% | +$1.81M | 0.05% | 170 |
|
|
2023
Q2 | $5.54M | Sell |
56,799
-25,707
| -31% | -$2.51M | 0.04% | 195 |
|
|
2023
Q1 | $8.02M | Buy |
82,506
+4,281
| +5% | +$416K | 0.08% | 146 |
|
|
2022
Q4 | $7.92M | Buy |
78,225
+40,741
| +109% | +$4.12M | 0.1% | 110 |
|
|
2022
Q3 | $3.11M | Buy |
37,484
+16,561
| +79% | +$1.37M | 0.04% | 176 |
|
|
2022
Q2 | $2.07M | Sell |
20,923
-7,025
| -25% | -$693K | 0.03% | 211 |
|
|
2022
Q1 | $2.63M | Buy |
27,948
+6,217
| +29% | +$584K | 0.03% | 207 |
|
|
2021
Q4 | $2.06M | Buy |
21,731
+2,285
| +12% | +$217K | 0.02% | 236 |
|
|
2021
Q3 | $1.84M | Buy |
19,446
+954
| +5% | +$90.4K | 0.03% | 252 |
|
|
2021
Q2 | $1.86M | Buy |
18,492
+6
| +0% | +$602 | 0.03% | 241 |
|
|
2021
Q1 | $1.66M | Sell |
18,486
-6,132
| -25% | -$552K | 0.03% | 229 |
|
|
2020
Q4 | $2.07M | Sell |
24,618
-25,373
| -51% | -$2.13M | 0.04% | 193 |
|
|
2020
Q3 | $3.81M | Buy |
49,991
+610
| +1% | +$46.5K | 0.1% | 106 |
|
|
2020
Q2 | $3.52M | Sell |
49,381
-2,219
| -4% | -$158K | 0.11% | 105 |
|
|
2020
Q1 | $3.83M | Sell |
51,600
-2,509
| -5% | -$186K | 0.16% | 76 |
|
|
2019
Q4 | $4.67M | Buy |
54,109
+33,515
| +163% | +$2.89M | 0.19% | 77 |
|
|
2019
Q3 | $1.59M | Sell |
20,594
-5,388
| -21% | -$416K | 0.08% | 128 |
|
|
2019
Q2 | $2.07M | Buy |
25,982
+7,547
| +41% | +$601K | 0.12% | 98 |
|
|
2019
Q1 | $1.65M | Sell |
18,435
-10,998
| -37% | -$984K | 0.11% | 112 |
|
|
2018
Q4 | $2M | Buy |
29,433
+23,900
| +432% | +$1.62M | 0.2% | 69 |
|
|
2018
Q3 | $458K | Buy |
5,533
+2,589
| +88% | +$214K | 0.04% | 239 |
|
|
2018
Q2 | $237K | Buy |
+2,944
| New | +$237K | 0.03% | 339 |
|
|
2018
Q1 | – | Sell |
-2,169
| Closed | -$229K | – | 403 |
|
|
2017
Q4 | $229K | Buy |
+2,169
| New | +$229K | 0.03% | 256 |
|