Lifeworks 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 | $1.21M | Buy |
6,637
+211
| +3% | +$38.4K | 0.18% | 112 |
|
|
2025
Q1 | $1.02M | Buy |
6,426
+1,387
| +28% | +$220K | 0.17% | 123 |
|
|
2024
Q4 | $606K | Buy |
5,039
+730
| +17% | +$87.9K | 0.11% | 150 |
|
|
2024
Q3 | $523K | Buy |
4,309
+111
| +3% | +$13.5K | 0.1% | 157 |
|
|
2024
Q2 | $425K | Sell |
4,198
-789
| -16% | -$80K | 0.12% | 141 |
|
|
2024
Q1 | $457K | Buy |
4,987
+467
| +10% | +$42.8K | 0.13% | 134 |
|
|
2023
Q4 | $425K | Sell |
4,520
-1,883
| -29% | -$177K | 0.15% | 129 |
|
|
2023
Q3 | $593K | Sell |
6,403
-883
| -12% | -$81.8K | 0.23% | 105 |
|
|
2023
Q2 | $711K | Sell |
7,286
-17,455
| -71% | -$1.7M | 0.3% | 88 |
|
|
2023
Q1 | $2.41M | Sell |
24,741
-5,115
| -17% | -$497K | 1.14% | 30 |
|
|
2022
Q4 | $3.02M | Buy |
29,856
+275
| +0.9% | +$27.8K | 1.7% | 18 |
|
|
2022
Q3 | $2.72M | Buy |
29,581
+26,579
| +885% | +$2.44M | 1.55% | 19 |
|
|
2022
Q2 | $296K | Buy |
+3,002
| New | +$296K | 0.19% | 102 |
|