MPS Loria Financial Planners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $359K | Buy |
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|
2025
Q2 | $402K | Buy |
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|
2025
Q1 | $343K | Buy |
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|
2024
Q4 | $256K | Buy |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $209K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $256K | Buy |
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|
2020
Q4 | $233K | Buy |
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|
2020
Q3 | $212K | Buy |
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|
2020
Q2 | $195K | Buy |
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|
2020
Q1 | $201K | Buy |
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|
2019
Q4 | $232K | Buy |
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|
2019
Q3 | $205K | Buy |
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|
2019
Q2 | $210K | Buy |
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|
2019
Q1 | $235K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Buy |
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|
2018
Q2 | $217K | Sell |
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|
2018
Q1 | $327K | Buy |
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|
2017
Q4 | $345K | Buy |
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|
2017
Q3 | $360K | Hold |
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|
2017
Q2 | $379K | Buy |
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