Oliver Lagore Vanvalin Investment Group’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 | $179K | Buy |
+1,125
| New | +$179K | 0.07% | 141 |
|
|
2024
Q4 | $135K | Hold |
1,125
| – | – | 0.03% | 148 |
|
|
2024
Q3 | $137K | Hold |
1,125
| – | – | 0.04% | 148 |
|
|
2024
Q2 | $114K | Hold |
1,125
| – | – | 0.03% | 158 |
|
|
2024
Q1 | $103K | Hold |
1,125
| – | – | 0.03% | 168 |
|
|
2023
Q4 | $106K | Hold |
1,125
| – | – | 0.04% | 145 |
|
|
2023
Q3 | $104K | Buy |
1,125
+203
| +22% | +$18.8K | 0.04% | 162 |
|
|
2023
Q2 | $90K | Buy |
922
+29
| +3% | +$2.83K | 0.03% | 179 |
|
|
2023
Q1 | $86.8K | Hold |
893
| – | – | 0.04% | 137 |
|
|
2022
Q4 | $90.4K | Hold |
893
| – | – | 0.05% | 128 |
|
|
2022
Q3 | $74K | Buy |
893
+543
| +155% | +$45K | 0.05% | 139 |
|
|
2022
Q2 | $35K | Hold |
350
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $33K | Buy |
+350
| New | +$33K | 0.02% | 206 |
|