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Lindbrook Capital’s Philip Morris PM Stock Holding History

Lindbrook Capital’s Portfolio PM Stock Details PM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$2.7M Sell
16,994
-266
-2% -$42.2K 0.25% 62
2024
Q4 		$2.08M Buy
17,260
+144
+0.8% +$17.3K 0.19% 74
2024
Q3 		$2.08M Sell
17,116
-624
-4% -$75.8K 0.18% 80
2024
Q2 		$1.8M Buy
17,740
+4,637
+35% +$470K 0.17% 86
2024
Q1 		$1.2M Sell
13,103
-789
-6% -$72.3K 0.11% 113
2023
Q4 		$1.31M Buy
13,892
+2,232
+19% +$210K 0.13% 97
2023
Q3 		$1.08M Buy
11,660
+2,348
+25% +$217K 0.12% 101
2023
Q2 		$909K Sell
9,312
-1,000
-10% -$97.6K 0.1% 125
2023
Q1 		$1M Sell
10,312
-502
-5% -$48.8K 0.12% 110
2022
Q4 		$1.09M Buy
10,814
+1,140
+12% +$115K 0.13% 108
2022
Q3 		$803K Buy
9,674
+208
+2% +$17.3K 0.14% 94
2022
Q2 		$935K Buy
9,466
+542
+6% +$53.5K 0.15% 90
2022
Q1 		$838K Sell
8,924
-245
-3% -$23K 0.13% 105
2021
Q4 		$871K Buy
9,169
+7,256
+379% +$689K 0.13% 94
2021
Q3 		$181K Buy
1,913
+49
+3% +$4.64K 0.05% 171
2021
Q2 		$185K Hold
1,864
– – 0.04% 181
2021
Q1 		$165K Sell
1,864
-700
-27% -$62K 0.04% 181
2020
Q4 		$212K Buy
2,564
+269
+12% +$22.2K 0.05% 135
2020
Q3 		$172K Buy
2,295
+59
+3% +$4.42K 0.05% 141
2020
Q2 		$157K Sell
2,236
-382
-15% -$26.8K 0.05% 143
2020
Q1 		$191K Sell
2,618
-693
-21% -$50.6K 0.07% 103
2019
Q4 		$282K Buy
3,311
+569
+21% +$48.5K 0.1% 101
2019
Q3 		$208K Sell
2,742
-1
-0% -$76 0.08% 128
2019
Q2 		$215K Buy
2,743
+952
+53% +$74.6K 0.08% 123
2019
Q1 		$158K Buy
1,791
+102
+6% +$9K 0.06% 160
2018
Q4 		$112K Buy
+1,689
New +$112K 0.06% 177