Lloyd Advisory Services’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 | $279K | Sell |
1,531
-501
| -25% | -$91.3K | 0.13% | 74 |
|
|
2025
Q1 | $323K | Buy |
2,032
+64
| +3% | +$10.2K | 0.16% | 66 |
|
|
2024
Q4 | $237K | Sell |
1,968
-709
| -26% | -$85.4K | 0.11% | 84 |
|
|
2024
Q3 | $325K | Sell |
2,677
-775
| -22% | -$94.1K | 0.16% | 75 |
|
|
2024
Q2 | $350K | Sell |
3,452
-10,483
| -75% | -$1.06M | 0.16% | 65 |
|
|
2024
Q1 | $1.28M | Buy |
13,935
+10,146
| +268% | +$930K | 0.27% | 63 |
|
|
2023
Q4 | $356K | Sell |
3,789
-9,368
| -71% | -$881K | 0.17% | 70 |
|
|
2023
Q3 | $1.22M | Buy |
+13,157
| New | +$1.22M | 0.4% | 51 |
|
|
2022
Q2 | – | Sell |
-2,998
| Closed | -$282K | – | 442 |
|
|
2022
Q1 | $282K | Buy |
2,998
+51
| +2% | +$4.8K | 0.13% | 68 |
|
|
2021
Q4 | $280K | Buy |
2,947
+319
| +12% | +$30.3K | 0.13% | 63 |
|
|
2021
Q3 | $249K | Sell |
2,628
-188
| -7% | -$17.8K | 0.13% | 65 |
|
|
2021
Q2 | $279K | Sell |
2,816
-198
| -7% | -$19.6K | 0.14% | 59 |
|
|
2021
Q1 | $267K | Sell |
3,014
-171
| -5% | -$15.1K | 0.15% | 51 |
|
|
2020
Q4 | $264K | Sell |
3,185
-217
| -6% | -$18K | 0.14% | 44 |
|
|
2020
Q3 | $255K | Sell |
3,402
-360
| -10% | -$27K | 0.16% | 43 |
|
|
2020
Q2 | $264K | Sell |
3,762
-324
| -8% | -$22.7K | 0.17% | 41 |
|
|
2020
Q1 | $298K | Sell |
4,086
-272
| -6% | -$19.8K | 0.22% | 36 |
|
|
2019
Q4 | $371K | Buy |
+4,358
| New | +$371K | 0.34% | 38 |
|