Linscomb Wealth’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 | $15M | Sell |
82,471
-734
| -0.9% | -$134K | 0.69% | 20 |
|
|
2025
Q1 | $13.2M | Buy |
83,205
+2,669
| +3% | +$424K | 0.66% | 22 |
|
|
2024
Q4 | $9.69M | Buy |
80,536
+1,617
| +2% | +$195K | 0.48% | 45 |
|
|
2024
Q3 | $9.58M | Sell |
78,919
-2,493
| -3% | -$303K | 0.48% | 46 |
|
|
2024
Q2 | $8.25M | Buy |
81,412
+146
| +0.2% | +$14.8K | 0.43% | 58 |
|
|
2024
Q1 | $7.45M | Sell |
81,266
-1,477
| -2% | -$135K | 0.38% | 65 |
|
|
2023
Q4 | $7.78M | Sell |
82,743
-2,233
| -3% | -$210K | 0.43% | 55 |
|
|
2023
Q3 | $7.87M | Sell |
84,976
-5,208
| -6% | -$482K | 0.46% | 53 |
|
|
2023
Q2 | $8.8M | Sell |
90,184
-5,821
| -6% | -$568K | 0.48% | 52 |
|
|
2023
Q1 | $9.34M | Sell |
96,005
-1,866
| -2% | -$181K | 0.49% | 49 |
|
|
2022
Q4 | $9.91M | Buy |
97,871
+1,715
| +2% | +$174K | 0.5% | 49 |
|
|
2022
Q3 | $7.98M | Buy |
96,156
+1,542
| +2% | +$128K | 0.48% | 52 |
|
|
2022
Q2 | $9.34M | Buy |
94,614
+432
| +0.5% | +$42.7K | 0.54% | 43 |
|
|
2022
Q1 | $8.85M | Buy |
94,182
+3,470
| +4% | +$326K | 0.42% | 61 |
|
|
2021
Q4 | $8.62M | Buy |
90,712
+1,845
| +2% | +$175K | 0.41% | 62 |
|
|
2021
Q3 | $8.42M | Buy |
88,867
+2,903
| +3% | +$275K | 0.43% | 61 |
|
|
2021
Q2 | $8.52M | Buy |
85,964
+3,928
| +5% | +$389K | 0.44% | 63 |
|
|
2021
Q1 | $7.28M | Buy |
82,036
+3,677
| +5% | +$326K | 0.4% | 69 |
|
|
2020
Q4 | $6.49M | Buy |
78,359
+1,391
| +2% | +$115K | 0.39% | 67 |
|
|
2020
Q3 | $5.77M | Buy |
76,968
+3,718
| +5% | +$279K | 0.4% | 65 |
|
|
2020
Q2 | $5.13M | Buy |
73,250
+22,192
| +43% | +$1.55M | 0.38% | 65 |
|
|
2020
Q1 | $3.73M | Buy |
51,058
+10,112
| +25% | +$738K | 0.33% | 62 |
|
|
2019
Q4 | $3.48M | Buy |
40,946
+1,735
| +4% | +$148K | 0.23% | 83 |
|
|
2019
Q3 | $2.98M | Buy |
39,211
+3,502
| +10% | +$266K | 0.24% | 77 |
|
|
2019
Q2 | $2.8M | Buy |
35,709
+446
| +1% | +$35K | 0.23% | 77 |
|
|
2019
Q1 | $3.12M | Buy |
35,263
+2,959
| +9% | +$262K | 0.26% | 73 |
|
|
2018
Q4 | $2.16M | Sell |
32,304
-4,649
| -13% | -$310K | 0.2% | 81 |
|
|
2018
Q3 | $3.01M | Buy |
36,953
+50
| +0.1% | +$4.08K | 0.25% | 70 |
|
|
2018
Q2 | $2.98M | Buy |
36,903
+1,393
| +4% | +$112K | 0.25% | 70 |
|
|
2018
Q1 | $3.53M | Buy |
35,510
+986
| +3% | +$98K | 0.3% | 61 |
|
|
2017
Q4 | $3.65M | Buy |
34,524
+1,102
| +3% | +$116K | 0.3% | 61 |
|
|
2017
Q3 | $3.71M | Sell |
33,422
-54
| -0.2% | -$5.99K | 0.32% | 54 |
|
|
2017
Q2 | $3.93M | Sell |
33,476
-660
| -2% | -$77.5K | 0.35% | 51 |
|
|
2017
Q1 | $3.85M | Buy |
34,136
+1,568
| +5% | +$177K | 0.35% | 49 |
|
|
2016
Q4 | $2.98M | Buy |
32,568
+762
| +2% | +$69.7K | 0.28% | 62 |
|
|
2016
Q3 | $3.09M | Buy |
31,806
+3,377
| +12% | +$328K | 0.3% | 53 |
|
|
2016
Q2 | $2.89M | Buy |
28,429
+1,678
| +6% | +$171K | 0.29% | 51 |
|
|
2016
Q1 | $2.63M | Buy |
26,751
+528
| +2% | +$51.8K | 0.28% | 57 |
|
|
2015
Q4 | $2.31M | Buy |
26,223
+493
| +2% | +$43.3K | 0.26% | 61 |
|
|
2015
Q3 | $2.04M | Sell |
25,730
-2,465
| -9% | -$196K | 0.24% | 66 |
|
|
2015
Q2 | $2.26M | Sell |
28,195
-587
| -2% | -$47.1K | 0.25% | 65 |
|
|
2015
Q1 | $2.17M | Buy |
28,782
+1,204
| +4% | +$90.7K | 0.23% | 73 |
|
|
2014
Q4 | $2.25M | Buy |
27,578
+866
| +3% | +$70.5K | 0.25% | 67 |
|
|
2014
Q3 | $2.23M | Buy |
26,712
+835
| +3% | +$69.6K | 0.25% | 67 |
|
|
2014
Q2 | $2.18M | Buy |
25,877
+2,253
| +10% | +$190K | 0.23% | 68 |
|
|
2014
Q1 | $1.93M | Buy |
23,624
+3,619
| +18% | +$296K | 0.21% | 71 |
|
|
2013
Q4 | $1.74M | Buy |
20,005
+1,940
| +11% | +$169K | 0.21% | 65 |
|
|
2013
Q3 | $1.56M | Buy |
18,065
+1,325
| +8% | +$115K | 0.21% | 64 |
|
|
2013
Q2 | $1.45M | Buy |
+16,740
| New | +$1.45M | 0.2% | 62 |
|