LFASL
Lugano Financial Advisors SA (LFA)’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.8K | Hold |
460
| – | – | 0.05% | 122 |
|
|
2025
Q1 | $73K | Buy |
+460
| New | +$73K | 0.05% | 121 |
|
|
2024
Q1 | – | Sell |
-200
| Closed | -$18.8K | – | 182 |
|
|
2023
Q4 | $18.8K | Buy |
200
+80
| +67% | +$7.53K | 0.01% | 146 |
|
|
2023
Q3 | $11.1K | Buy |
+120
| New | +$11.1K | 0.01% | 147 |
|
|
2021
Q1 | – | Sell |
-2,200
| Closed | -$182K | – | 119 |
|
|
2020
Q4 | $182K | Hold |
2,200
| – | – | 0.14% | 65 |
|
|
2020
Q3 | $176K | Hold |
2,200
| – | – | 0.16% | 66 |
|
|
2020
Q2 | $157K | Hold |
2,200
| – | – | 0.17% | 66 |
|
|
2020
Q1 | $182K | Hold |
2,200
| – | – | 0.16% | 69 |
|
|
2019
Q4 | $187K | Buy |
+2,200
| New | +$187K | 0.14% | 72 |
|
|
2019
Q2 | $192K | Hold |
2,450
| – | – | 0.12% | 72 |
|
|
2019
Q1 | $216K | Hold |
2,450
| – | – | 0.13% | 66 |
|
|
2018
Q4 | $200K | Hold |
2,450
| – | – | 0.14% | 77 |
|
|
2018
Q3 | $200K | Buy |
2,450
+164
| +7% | +$13.4K | 0.14% | 77 |
|
|
2018
Q2 | $183K | Buy |
+2,286
| New | +$183K | 0.18% | 66 |
|