Lion Street 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 | $839K | Buy |
4,609
+245
| +6% | +$44.6K | 0.25% | 89 |
|
|
2025
Q1 | $693K | Buy |
4,364
+231
| +6% | +$36.7K | 0.22% | 102 |
|
|
2024
Q4 | $497K | Buy |
4,133
+1,543
| +60% | +$186K | 0.16% | 137 |
|
|
2024
Q3 | $314K | Sell |
2,590
-2,978
| -53% | -$361K | 0.11% | 195 |
|
|
2024
Q2 | $564K | Buy |
5,568
+2,076
| +59% | +$210K | 0.21% | 105 |
|
|
2024
Q1 | $329K | Hold |
3,492
| – | – | 0.13% | 165 |
|
|
2023
Q4 | $329K | Sell |
3,492
-2,176
| -38% | -$205K | 0.13% | 165 |
|
|
2023
Q3 | $525K | Sell |
5,668
-1,127
| -17% | -$104K | 0.17% | 116 |
|
|
2023
Q2 | $642K | Buy |
6,795
+1,170
| +21% | +$111K | 0.22% | 92 |
|
|
2023
Q1 | $547K | Sell |
5,625
-739
| -12% | -$71.9K | 0.17% | 110 |
|
|
2022
Q4 | $602K | Sell |
6,364
-59
| -0.9% | -$5.58K | 0.32% | 49 |
|
|
2022
Q3 | $537K | Buy |
6,423
+59
| +0.9% | +$4.93K | 0.27% | 52 |
|
|
2022
Q2 | $599K | Sell |
6,364
-83
| -1% | -$7.81K | 0.31% | 50 |
|
|
2022
Q1 | $606K | Buy |
6,447
+7
| +0.1% | +$658 | 0.31% | 47 |
|
|
2021
Q4 | $616K | Buy |
6,440
+76
| +1% | +$7.27K | 0.3% | 53 |
|
|
2021
Q3 | $600K | Buy |
+6,364
| New | +$600K | 0.32% | 48 |
|
|
2020
Q2 | – | Sell |
-109
| Closed | -$8K | – | 308 |
|
|
2020
Q1 | $8K | Buy |
+109
| New | +$8K | 0.04% | 190 |
|