MLL
Moody Lynn & Lieberson’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
1,943
+111
| +6% | +$20.2K | 0.02% | 200 |
|
|
2025
Q1 | $291K | Hold |
1,832
| – | – | 0.02% | 203 |
|
|
2024
Q4 | $220K | Buy |
1,832
+23
| +1% | +$2.77K | 0.01% | 226 |
|
|
2024
Q3 | $220K | Buy |
+1,809
| New | +$220K | 0.01% | 238 |
|
|
2018
Q2 | – | Sell |
-2,176
| Closed | -$216K | – | 213 |
|
|
2018
Q1 | $216K | Hold |
2,176
| – | – | 0.03% | 193 |
|
|
2017
Q4 | $235K | Sell |
2,176
-3,827
| -64% | -$413K | 0.03% | 201 |
|
|
2017
Q3 | $666K | Sell |
6,003
-5,370
| -47% | -$596K | 0.08% | 133 |
|
|
2017
Q2 | $1.34M | Buy |
11,373
+366
| +3% | +$43K | 0.18% | 87 |
|
|
2017
Q1 | $1.24M | Buy |
11,007
+4,549
| +70% | +$514K | 0.17% | 83 |
|
|
2016
Q4 | $591K | Buy |
6,458
+66
| +1% | +$6.04K | 0.08% | 108 |
|
|
2016
Q3 | $621K | Sell |
6,392
-100
| -2% | -$9.72K | 0.1% | 99 |
|
|
2016
Q2 | $660K | Sell |
6,492
-121
| -2% | -$12.3K | 0.12% | 82 |
|
|
2016
Q1 | $649K | Buy |
6,613
+82
| +1% | +$8.05K | 0.1% | 94 |
|
|
2015
Q4 | $574K | Buy |
+6,531
| New | +$574K | 0.09% | 107 |
|
|
2015
Q3 | – | Sell |
-2,680
| Closed | -$215K | – | 189 |
|
|
2015
Q2 | $215K | Buy |
+2,680
| New | +$215K | 0.03% | 177 |
|
|
2015
Q1 | – | Sell |
-3,159
| Closed | -$257K | – | 199 |
|
|
2014
Q4 | $257K | Sell |
3,159
-500
| -14% | -$40.7K | 0.04% | 173 |
|
|
2014
Q3 | $305K | Sell |
3,659
-175
| -5% | -$14.6K | 0.05% | 146 |
|
|
2014
Q2 | $323K | Buy |
3,834
+90
| +2% | +$7.58K | 0.04% | 146 |
|
|
2014
Q1 | $307K | Buy |
+3,744
| New | +$307K | 0.04% | 160 |
|