LA
LVW Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.29M | Buy |
18,060
+8,102
| +81% | +$1.48M | 0.36% | 38 |
|
|
2025
Q1 | $1.58M | Buy |
9,958
+1,267
| +15% | +$201K | 0.19% | 73 |
|
|
2024
Q4 | $1.05M | Buy |
8,691
+3,112
| +56% | +$375K | 0.13% | 105 |
|
|
2024
Q3 | $677K | Buy |
5,579
+151
| +3% | +$18.3K | 0.09% | 151 |
|
|
2024
Q2 | $550K | Sell |
5,428
-1,333
| -20% | -$135K | 0.08% | 153 |
|
|
2024
Q1 | $619K | Sell |
6,761
-3,220
| -32% | -$295K | 0.1% | 144 |
|
|
2023
Q4 | $939K | Sell |
9,981
-10,163
| -50% | -$956K | 0.18% | 88 |
|
|
2023
Q3 | $1.86M | Sell |
20,144
-10,423
| -34% | -$965K | 0.38% | 52 |
|
|
2023
Q2 | $2.98M | Buy |
30,567
+24,275
| +386% | +$2.37M | 0.57% | 42 |
|
|
2023
Q1 | $612K | Sell |
6,292
-1,112
| -15% | -$108K | 0.12% | 122 |
|
|
2022
Q4 | $749K | Buy |
7,404
+1,260
| +21% | +$128K | 0.15% | 104 |
|
|
2022
Q3 | $510K | Sell |
6,144
-167
| -3% | -$13.9K | 0.11% | 127 |
|
|
2022
Q2 | $623K | Sell |
6,311
-182
| -3% | -$18K | 0.13% | 117 |
|
|
2022
Q1 | $610K | Buy |
6,493
+6
| +0.1% | +$564 | 0.1% | 123 |
|
|
2021
Q4 | $616K | Sell |
6,487
-41
| -0.6% | -$3.89K | 0.1% | 133 |
|
|
2021
Q3 | $619K | Buy |
6,528
+104
| +2% | +$9.86K | 0.11% | 136 |
|
|
2021
Q2 | $637K | Buy |
6,424
+101
| +2% | +$10K | 0.11% | 127 |
|
|
2021
Q1 | $561K | Buy |
6,323
+1,497
| +31% | +$133K | 0.11% | 134 |
|
|
2020
Q4 | $400K | Buy |
4,826
+920
| +24% | +$76.3K | 0.08% | 139 |
|
|
2020
Q3 | $293K | Sell |
3,906
-641
| -14% | -$48.1K | 0.06% | 154 |
|
|
2020
Q2 | $319K | Buy |
4,547
+54
| +1% | +$3.79K | 0.08% | 141 |
|
|
2020
Q1 | $328K | Sell |
4,493
-1,030
| -19% | -$75.2K | 0.09% | 111 |
|
|
2019
Q4 | $470K | Buy |
5,523
+245
| +5% | +$20.8K | 0.11% | 107 |
|
|
2019
Q3 | $401K | Sell |
5,278
-25,778
| -83% | -$1.96M | 0.1% | 105 |
|
|
2019
Q2 | $2.44M | Sell |
31,056
-5,950
| -16% | -$467K | 0.67% | 43 |
|
|
2019
Q1 | $3.27M | Buy |
37,006
+5,588
| +18% | +$494K | 0.87% | 32 |
|
|
2018
Q4 | $2.1M | Sell |
31,418
-6,603
| -17% | -$441K | 0.71% | 42 |
|
|
2018
Q3 | $3.1M | Sell |
38,021
-2,252
| -6% | -$184K | 0.87% | 25 |
|
|
2018
Q2 | $3.25M | Buy |
40,273
+8,512
| +27% | +$687K | 1.03% | 23 |
|
|
2018
Q1 | $3.16M | Sell |
31,761
-1,292
| -4% | -$128K | 0.98% | 23 |
|
|
2017
Q4 | $3.49M | Buy |
33,053
+3,157
| +11% | +$334K | 1.02% | 25 |
|
|
2017
Q3 | $3.32M | Buy |
29,896
+3,238
| +12% | +$359K | 1.32% | 20 |
|
|
2017
Q2 | $3.13M | Sell |
26,658
-1,897
| -7% | -$223K | 1.1% | 16 |
|
|
2017
Q1 | $3.22M | Sell |
28,555
-1,998
| -7% | -$226K | 1.16% | 17 |
|
|
2016
Q4 | $2.8M | Buy |
30,553
+839
| +3% | +$76.8K | 0.98% | 26 |
|
|
2016
Q3 | $2.89M | Buy |
29,714
+1,973
| +7% | +$192K | 0.95% | 25 |
|
|
2016
Q2 | $2.82M | Sell |
27,741
-3,268
| -11% | -$332K | 1.06% | 19 |
|
|
2016
Q1 | $3.04M | Buy |
31,009
+387
| +1% | +$38K | 0.97% | 22 |
|
|
2015
Q4 | $2.69M | Sell |
30,622
-723
| -2% | -$63.6K | 1.05% | 25 |
|
|
2015
Q3 | $2.49M | Buy |
31,345
+7,952
| +34% | +$631K | 1.15% | 23 |
|
|
2015
Q2 | $1.88M | Buy |
23,393
+137
| +0.6% | +$11K | 0.8% | 36 |
|
|
2015
Q1 | $1.75M | Buy |
23,256
+764
| +3% | +$57.6K | 0.83% | 37 |
|
|
2014
Q4 | $1.83M | Buy |
+22,492
| New | +$1.83M | 1.01% | 33 |
|