Lipe & Dalton’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 | $72K | Buy |
+395
| New | +$72K | 0.04% | 81 |
|
|
2018
Q2 | – | Sell |
-774
| Closed | -$77K | – | 75 |
|
|
2018
Q1 | $77K | Hold |
774
| – | – | 0.06% | 76 |
|
|
2017
Q4 | $82K | Hold |
774
| – | – | 0.06% | 74 |
|
|
2017
Q3 | $86K | Hold |
774
| – | – | 0.06% | 74 |
|
|
2017
Q2 | $91K | Sell |
774
-550
| -42% | -$64.7K | 0.06% | 75 |
|
|
2017
Q1 | $149K | Hold |
1,324
| – | – | 0.11% | 65 |
|
|
2016
Q4 | $121K | Buy |
+1,324
| New | +$121K | 0.09% | 68 |
|
|
2016
Q3 | – | Sell |
-1,724
| Closed | -$175K | – | 90 |
|
|
2016
Q2 | $175K | Hold |
1,724
| – | – | 0.12% | 89 |
|
|
2016
Q1 | $169K | Hold |
1,724
| – | – | 0.13% | 64 |
|
|
2015
Q4 | $152K | Buy |
+1,724
| New | +$152K | 0.12% | 66 |
|