LA
Lynch & Associates’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Sell |
16,104
-350
| -2% | -$63.7K | 0.59% | 47 |
|
|
2025
Q1 | $2.61M | Buy |
16,454
+27
| +0.2% | +$4.29K | 0.56% | 48 |
|
|
2024
Q4 | $1.98M | Buy |
16,427
+204
| +1% | +$24.6K | 0.43% | 58 |
|
|
2024
Q3 | $1.97M | Sell |
16,223
-100
| -0.6% | -$12.1K | 0.42% | 59 |
|
|
2024
Q2 | $1.65M | Buy |
16,323
+205
| +1% | +$20.8K | 0.37% | 60 |
|
|
2024
Q1 | $1.48M | Sell |
16,118
-825
| -5% | -$75.6K | 0.34% | 64 |
|
|
2023
Q4 | $1.59M | Sell |
16,943
-399
| -2% | -$37.5K | 0.39% | 61 |
|
|
2023
Q3 | $1.61M | Buy |
17,342
+161
| +0.9% | +$14.9K | 0.42% | 55 |
|
|
2023
Q2 | $1.68M | Sell |
17,181
-24
| -0.1% | -$2.34K | 0.43% | 55 |
|
|
2023
Q1 | $1.67M | Sell |
17,205
-208
| -1% | -$20.2K | 0.44% | 53 |
|
|
2022
Q4 | $1.76M | Buy |
17,413
+221
| +1% | +$22.4K | 0.46% | 51 |
|
|
2022
Q3 | $1.43M | Buy |
17,192
+227
| +1% | +$18.8K | 0.42% | 55 |
|
|
2022
Q2 | $1.68M | Buy |
16,965
+146
| +0.9% | +$14.4K | 0.46% | 52 |
|
|
2022
Q1 | $1.58M | Buy |
16,819
+187
| +1% | +$17.6K | 0.38% | 59 |
|
|
2021
Q4 | $1.58M | Sell |
16,632
-210
| -1% | -$19.9K | 0.37% | 59 |
|
|
2021
Q3 | $1.6M | Buy |
16,842
+253
| +2% | +$24K | 0.41% | 59 |
|
|
2021
Q2 | $1.64M | Buy |
16,589
+611
| +4% | +$60.6K | 0.42% | 58 |
|
|
2021
Q1 | $1.42M | Buy |
15,978
+467
| +3% | +$41.4K | 0.38% | 59 |
|
|
2020
Q4 | $1.28M | Sell |
15,511
-49
| -0.3% | -$4.06K | 0.35% | 59 |
|
|
2020
Q3 | $1.17M | Buy |
15,560
+732
| +5% | +$54.9K | 0.35% | 57 |
|
|
2020
Q2 | $1.04M | Buy |
14,828
+2
| +0% | +$140 | 0.34% | 57 |
|
|
2020
Q1 | $1.08M | Buy |
14,826
+391
| +3% | +$28.5K | 0.4% | 53 |
|
|
2019
Q4 | $1.23M | Sell |
14,435
-363
| -2% | -$30.9K | 0.35% | 55 |
|
|
2019
Q3 | $1.12M | Buy |
14,798
+551
| +4% | +$41.9K | 0.34% | 55 |
|
|
2019
Q2 | $1.12M | Sell |
14,247
-1,182
| -8% | -$92.8K | 0.36% | 54 |
|
|
2019
Q1 | $1.36M | Sell |
15,429
-8
| -0.1% | -$707 | 0.45% | 49 |
|
|
2018
Q4 | $1.03M | Buy |
15,437
+551
| +4% | +$36.8K | 0.39% | 53 |
|
|
2018
Q3 | $1.21M | Sell |
14,886
-1,201
| -7% | -$97.9K | 0.41% | 54 |
|
|
2018
Q2 | $1.3M | Sell |
16,087
-489
| -3% | -$39.5K | 0.47% | 52 |
|
|
2018
Q1 | $1.65M | Sell |
16,576
-762
| -4% | -$75.8K | 0.63% | 47 |
|
|
2017
Q4 | $1.83M | Sell |
17,338
-271
| -2% | -$28.6K | 0.69% | 48 |
|
|
2017
Q3 | $1.96M | Buy |
17,609
+526
| +3% | +$58.4K | 0.78% | 45 |
|
|
2017
Q2 | $2.01M | Buy |
17,083
+331
| +2% | +$38.9K | 0.79% | 45 |
|
|
2017
Q1 | $1.89M | Sell |
16,752
-20
| -0.1% | -$2.26K | 0.77% | 45 |
|
|
2016
Q4 | $1.53M | Sell |
16,772
-888
| -5% | -$81.2K | 0.65% | 51 |
|
|
2016
Q3 | $1.72M | Buy |
17,660
+374
| +2% | +$36.4K | 0.76% | 45 |
|
|
2016
Q2 | $1.76M | Buy |
17,286
+37
| +0.2% | +$3.76K | 0.79% | 43 |
|
|
2016
Q1 | $1.69M | Buy |
17,249
+926
| +6% | +$90.8K | 0.8% | 43 |
|
|
2015
Q4 | $1.44M | Buy |
16,323
+128
| +0.8% | +$11.3K | 0.74% | 46 |
|
|
2015
Q3 | $1.29M | Buy |
16,195
+452
| +3% | +$35.9K | 0.71% | 46 |
|
|
2015
Q2 | $1.26M | Sell |
15,743
-21
| -0.1% | -$1.68K | 0.66% | 47 |
|
|
2015
Q1 | $1.19M | Sell |
15,764
-299
| -2% | -$22.5K | 0.63% | 50 |
|
|
2014
Q4 | $1.31M | Buy |
16,063
+1,001
| +7% | +$81.5K | 0.7% | 45 |
|
|
2014
Q3 | $1.26M | Buy |
15,062
+23
| +0.2% | +$1.92K | 0.71% | 44 |
|
|
2014
Q2 | $1.27M | Sell |
15,039
-339
| -2% | -$28.6K | 0.72% | 46 |
|
|
2014
Q1 | $1.26M | Sell |
15,378
-4,155
| -21% | -$340K | 0.74% | 44 |
|
|
2013
Q4 | $1.7M | Buy |
19,533
+1,024
| +6% | +$89.2K | 1.02% | 33 |
|
|
2013
Q3 | $1.6M | Sell |
18,509
-180
| -1% | -$15.6K | 1.07% | 31 |
|
|
2013
Q2 | $1.62M | Buy |
+18,689
| New | +$1.62M | 1.12% | 29 |
|