Lockerman Financial Group’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 | $304K | Buy |
1,668
+65
| +4% | +$11.8K | 0.41% | 86 |
|
|
2025
Q1 | $254K | Buy |
+1,603
| New | +$254K | 0.38% | 89 |
|
|
2024
Q4 | – | Sell |
-2,246
| Closed | -$273K | – | 111 |
|
|
2024
Q3 | $273K | Sell |
2,246
-214
| -9% | -$26K | 0.46% | 82 |
|
|
2024
Q2 | $249K | Sell |
2,460
-416
| -14% | -$42.2K | 0.45% | 85 |
|
|
2024
Q1 | $264K | Buy |
2,876
+24
| +0.8% | +$2.2K | 0.5% | 73 |
|
|
2023
Q4 | $268K | Sell |
2,852
-163
| -5% | -$15.3K | 0.62% | 55 |
|
|
2023
Q3 | $279K | Sell |
3,015
-26
| -0.9% | -$2.41K | 0.75% | 48 |
|
|
2023
Q2 | $297K | Buy |
3,041
+22
| +0.7% | +$2.15K | 0.82% | 40 |
|
|
2023
Q1 | $294K | Buy |
3,019
+98
| +3% | +$9.53K | 0.81% | 42 |
|
|
2022
Q4 | $296K | Buy |
2,921
+23
| +0.8% | +$2.33K | 0.86% | 39 |
|
|
2022
Q3 | $241K | Buy |
2,898
+164
| +6% | +$13.6K | 0.69% | 47 |
|
|
2022
Q2 | $270K | Buy |
2,734
+31
| +1% | +$3.06K | 0.86% | 39 |
|
|
2022
Q1 | $254K | Sell |
2,703
-262
| -9% | -$24.6K | 0.69% | 52 |
|
|
2021
Q4 | $282K | Buy |
+2,965
| New | +$282K | 0.74% | 38 |
|