LRI Investments’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 | $1.47M | Buy |
8,044
+210
| +3% | +$38.2K | 0.12% | 74 |
|
|
2025
Q1 | $1.24M | Buy |
7,834
+844
| +12% | +$134K | 0.12% | 84 |
|
|
2024
Q4 | $841K | Hold |
6,990
| – | – | 0.08% | 96 |
|
|
2024
Q3 | $896K | Buy |
6,990
+703
| +11% | +$90.1K | 0.09% | 95 |
|
|
2024
Q2 | $637K | Buy |
6,287
+92
| +1% | +$9.32K | 0.07% | 95 |
|
|
2024
Q1 | $568K | Buy |
+6,195
| New | +$568K | 0.14% | 69 |
|