LI
LMCG Investments’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Hold |
8,233
| – | – | 0.09% | 145 |
|
|
2025
Q1 | $1.31M | Sell |
8,233
-49
| -0.6% | -$7.78K | 0.09% | 159 |
|
|
2024
Q4 | $997K | Sell |
8,282
-42
| -0.5% | -$5.06K | 0.06% | 165 |
|
|
2024
Q3 | $1.01M | Hold |
8,324
| – | – | 0.06% | 156 |
|
|
2024
Q2 | $843K | Sell |
8,324
-825
| -9% | -$83.6K | 0.05% | 208 |
|
|
2024
Q1 | $838K | Hold |
9,149
| – | – | 0.05% | 219 |
|
|
2023
Q4 | $861K | Hold |
9,149
| – | – | 0.05% | 234 |
|
|
2023
Q3 | $847K | Sell |
9,149
-225
| -2% | -$20.8K | 0.06% | 228 |
|
|
2023
Q2 | $915K | Hold |
9,374
| – | – | 0.06% | 216 |
|
|
2023
Q1 | $912K | Sell |
9,374
-78
| -0.8% | -$7.59K | 0.06% | 215 |
|
|
2022
Q4 | $957K | Hold |
9,452
| – | – | 0.07% | 216 |
|
|
2022
Q3 | $785K | Hold |
9,452
| – | – | 0.06% | 242 |
|
|
2022
Q2 | $933K | Hold |
9,452
| – | – | 0.06% | 227 |
|
|
2022
Q1 | $888K | Buy |
+9,452
| New | +$888K | 0.05% | 238 |
|
|
2015
Q3 | $7.1M | Buy |
89,553
+22
| +0% | +$1.75K | 0.15% | 252 |
|
|
2015
Q2 | $7.18M | Sell |
89,531
-25
| -0% | -$2K | 0.15% | 253 |
|
|
2015
Q1 | $6.75M | Sell |
89,556
-512
| -0.6% | -$38.6K | 0.14% | 270 |
|
|
2014
Q4 | $7.34M | Sell |
90,068
-1,021
| -1% | -$83.2K | 0.16% | 236 |
|
|
2014
Q3 | $7.6M | Sell |
91,089
-392
| -0.4% | -$32.7K | 0.17% | 232 |
|
|
2014
Q2 | $7.71M | Buy |
91,481
+1,310
| +1% | +$110K | 0.17% | 235 |
|
|
2014
Q1 | $7.38M | Sell |
90,171
-1,633
| -2% | -$134K | 0.16% | 237 |
|
|
2013
Q4 | $8M | Sell |
91,804
-977
| -1% | -$85.1K | 0.17% | 229 |
|
|
2013
Q3 | $8.03M | Sell |
92,781
-12,054
| -11% | -$1.04M | 0.19% | 204 |
|
|
2013
Q2 | $9.08M | Buy |
+104,835
| New | +$9.08M | 0.24% | 147 |
|