Lipe & Dalton’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$72K Buy
2018
Q2
Sell
2018
Q1
$77K Hold
2017
Q4
$82K Hold
2017
Q3
$86K Hold
2017
Q2
$91K Sell
2017
Q1
$149K Hold
2016
Q4
$121K Buy
2016
Q3
Sell
2016
Q2
$175K Hold
2016
Q1
$169K Hold
2015
Q4
$152K Buy