MPS Loria Financial Planners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
2,207
+44
| +2% | +$8.01K | 0.12% | 54 |
|
|
2025
Q1 | $343K | Buy |
2,163
+34
| +2% | +$5.4K | 0.1% | 57 |
|
|
2024
Q4 | $256K | Buy |
2,129
+74
| +4% | +$8.91K | 0.08% | 70 |
|
|
2024
Q3 | $250K | Sell |
2,055
-6
| -0.3% | -$729 | 0.07% | 73 |
|
|
2024
Q2 | $209K | Buy |
+2,061
| New | +$209K | 0.07% | 80 |
|
|
2021
Q3 | – | Sell |
-2,316
| Closed | -$230K | – | 82 |
|
|
2021
Q2 | $230K | Sell |
2,316
-575
| -20% | -$57.1K | 0.11% | 75 |
|
|
2021
Q1 | $256K | Buy |
2,891
+30
| +1% | +$2.66K | 0.12% | 66 |
|
|
2020
Q4 | $233K | Buy |
2,861
+39
| +1% | +$3.18K | 0.1% | 69 |
|
|
2020
Q3 | $212K | Buy |
2,822
+32
| +1% | +$2.4K | 0.11% | 67 |
|
|
2020
Q2 | $195K | Buy |
2,790
+31
| +1% | +$2.17K | 0.1% | 70 |
|
|
2020
Q1 | $201K | Buy |
2,759
+26
| +1% | +$1.89K | 0.15% | 61 |
|
|
2019
Q4 | $232K | Buy |
2,733
+29
| +1% | +$2.46K | 0.14% | 67 |
|
|
2019
Q3 | $205K | Buy |
2,704
+26
| +1% | +$1.97K | 0.13% | 68 |
|
|
2019
Q2 | $210K | Buy |
2,678
+24
| +0.9% | +$1.88K | 0.13% | 67 |
|
|
2019
Q1 | $235K | Buy |
+2,654
| New | +$235K | 0.16% | 60 |
|
|
2018
Q4 | – | Sell |
-2,718
| Closed | -$222K | – | 78 |
|
|
2018
Q3 | $222K | Buy |
2,718
+24
| +0.9% | +$1.96K | 0.14% | 67 |
|
|
2018
Q2 | $217K | Sell |
2,694
-595
| -18% | -$47.9K | 0.22% | 62 |
|
|
2018
Q1 | $327K | Buy |
3,289
+25
| +0.8% | +$2.49K | 0.23% | 49 |
|
|
2017
Q4 | $345K | Buy |
3,264
+22
| +0.7% | +$2.33K | 0.24% | 48 |
|
|
2017
Q3 | $360K | Hold |
3,242
| – | – | 0.26% | 46 |
|
|
2017
Q2 | $379K | Buy |
+3,242
| New | +$379K | 0.25% | 45 |
|