LPAM
Lodestar Private Asset Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
1,350
-870
| -39% | -$158K | 0.03% | 206 |
|
|
2025
Q1 | $352K | Sell |
2,220
-173
| -7% | -$27.5K | 0.04% | 162 |
|
|
2024
Q4 | $288K | Hold |
2,393
| – | – | 0.04% | 182 |
|
|
2024
Q3 | $291K | Hold |
2,393
| – | – | 0.04% | 181 |
|
|
2024
Q2 | $242K | Hold |
2,393
| – | – | 0.03% | 191 |
|
|
2024
Q1 | $219K | Sell |
2,393
-813
| -25% | -$74.5K | 0.03% | 201 |
|
|
2023
Q4 | $302K | Hold |
3,206
| – | – | 0.05% | 164 |
|
|
2023
Q3 | $297K | Sell |
3,206
-155
| -5% | -$14.4K | 0.05% | 154 |
|
|
2023
Q2 | $328K | Buy |
3,361
+155
| +5% | +$15.1K | 0.06% | 153 |
|
|
2023
Q1 | $312K | Hold |
3,206
| – | – | 0.06% | 155 |
|
|
2022
Q4 | $324K | Buy |
+3,206
| New | +$324K | 0.06% | 151 |
|