Loudon Investment Management’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 | $715K | Buy |
3,925
+240
| +7% | +$43.7K | 0.4% | 60 |
|
2025
Q1 | $585K | Buy |
3,685
+610
| +20% | +$96.8K | 0.33% | 65 |
|
2024
Q4 | $370K | Hold |
3,075
| – | – | 0.21% | 78 |
|
2024
Q3 | $373K | Hold |
3,075
| – | – | 0.2% | 78 |
|
2024
Q2 | $312K | Hold |
3,075
| – | – | 0.18% | 84 |
|
2024
Q1 | $282K | Sell |
3,075
-116
| -4% | -$10.6K | 0.16% | 86 |
|
2023
Q4 | $300K | Hold |
3,191
| – | – | 0.19% | 82 |
|
2023
Q3 | $295K | Hold |
3,191
| – | – | 0.2% | 82 |
|
2023
Q2 | $312K | Hold |
3,191
| – | – | 0.21% | 80 |
|
2023
Q1 | $310K | Hold |
3,191
| – | – | 0.21% | 82 |
|
2022
Q4 | $323K | Hold |
3,191
| – | – | 0.23% | 77 |
|
2022
Q3 | $265K | Hold |
3,191
| – | – | 0.21% | 81 |
|
2022
Q2 | $315K | Hold |
3,191
| – | – | 0.24% | 76 |
|
2022
Q1 | $300K | Hold |
3,191
| – | – | 0.2% | 80 |
|
2021
Q4 | $303K | Hold |
3,191
| – | – | 0.19% | 81 |
|
2021
Q3 | $302K | Sell |
3,191
-100
| -3% | -$9.46K | 0.21% | 76 |
|
2021
Q2 | $326K | Sell |
3,291
-200
| -6% | -$19.8K | 0.22% | 73 |
|
2021
Q1 | $310K | Hold |
3,491
| – | – | 0.22% | 70 |
|
2020
Q4 | $289K | Hold |
3,491
| – | – | 0.23% | 65 |
|
2020
Q3 | $262K | Buy |
3,491
+125
| +4% | +$9.38K | 0.22% | 68 |
|
2020
Q2 | $236K | Sell |
3,366
-461
| -12% | -$32.3K | 0.2% | 71 |
|
2020
Q1 | $279K | Hold |
3,827
| – | – | 0.29% | 63 |
|
2019
Q4 | $326K | Hold |
3,827
| – | – | 0.25% | 74 |
|
2019
Q3 | $291K | Hold |
3,827
| – | – | 0.24% | 75 |
|
2019
Q2 | $301K | Hold |
3,827
| – | – | 0.26% | 71 |
|
2019
Q1 | $338K | Buy |
3,827
+65
| +2% | +$5.74K | 0.3% | 69 |
|
2018
Q4 | $251K | Buy |
3,762
+100
| +3% | +$6.67K | 0.24% | 74 |
|
2018
Q3 | $299K | Buy |
3,662
+1,150
| +46% | +$93.9K | 0.24% | 76 |
|
2018
Q2 | $203K | Buy |
2,512
+80
| +3% | +$6.47K | 0.16% | 85 |
|
2018
Q1 | $242K | Hold |
2,432
| – | – | 0.19% | 78 |
|
2017
Q4 | $257K | Hold |
2,432
| – | – | 0.19% | 80 |
|
2017
Q3 | $270K | Sell |
2,432
-125
| -5% | -$13.9K | 0.21% | 75 |
|
2017
Q2 | $300K | Buy |
2,557
+38
| +2% | +$4.46K | 0.23% | 73 |
|
2017
Q1 | $284K | Buy |
2,519
+175
| +7% | +$19.7K | 0.22% | 76 |
|
2016
Q4 | $214K | Buy |
2,344
+117
| +5% | +$10.7K | 0.17% | 81 |
|
2016
Q3 | $217K | Buy |
2,227
+200
| +10% | +$19.5K | 0.17% | 81 |
|
2016
Q2 | $206K | Buy |
+2,027
| New | +$206K | 0.16% | 76 |
|
2014
Q1 | – | Sell |
-2,804
| Closed | -$244K | – | 84 |
|
2013
Q4 | $244K | Buy |
+2,804
| New | +$244K | 0.18% | 78 |
|