White Lighthouse Investment Management’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 | $1.91M | Hold |
10,479
| – | – | 0.31% | 47 |
|
|
2025
Q1 | $1.66M | Sell |
10,479
-1,520
| -13% | -$241K | 0.3% | 48 |
|
|
2024
Q4 | $1.44M | Hold |
11,999
| – | – | 0.25% | 57 |
|
|
2024
Q3 | $1.46M | Buy |
11,999
+4,999
| +71% | +$607K | 0.26% | 59 |
|
|
2024
Q2 | $709K | Sell |
7,000
-1,600
| -19% | -$162K | 0.14% | 74 |
|
|
2024
Q1 | $788K | Hold |
8,600
| – | – | 0.16% | 71 |
|
|
2023
Q4 | $809K | Hold |
8,600
| – | – | 0.18% | 70 |
|
|
2023
Q3 | $796K | Hold |
8,600
| – | – | 0.19% | 69 |
|
|
2023
Q2 | $840K | Hold |
8,600
| – | – | 0.2% | 65 |
|
|
2023
Q1 | $836K | Hold |
8,600
| – | – | 0.21% | 65 |
|
|
2022
Q4 | $870K | Hold |
8,600
| – | – | 0.24% | 64 |
|
|
2022
Q3 | $714K | Hold |
8,600
| – | – | 0.21% | 64 |
|
|
2022
Q2 | $849K | Sell |
8,600
-5
| -0.1% | -$494 | 0.24% | 61 |
|
|
2022
Q1 | $808K | Hold |
8,605
| – | – | 0.21% | 64 |
|
|
2021
Q4 | $817K | Buy |
8,605
+5
| +0.1% | +$475 | 0.2% | 65 |
|
|
2021
Q3 | $815K | Hold |
8,600
| – | – | 0.22% | 63 |
|
|
2021
Q2 | $852K | Hold |
8,600
| – | – | 0.23% | 62 |
|
|
2021
Q1 | $763K | Sell |
8,600
-750
| -8% | -$66.5K | 0.23% | 66 |
|
|
2020
Q4 | $774K | Hold |
9,350
| – | – | 0.25% | 66 |
|
|
2020
Q3 | $701K | Sell |
9,350
-328
| -3% | -$24.6K | 0.24% | 67 |
|
|
2020
Q2 | $678K | Buy |
9,678
+328
| +4% | +$23K | 0.25% | 65 |
|
|
2020
Q1 | $682K | Hold |
9,350
| – | – | 0.29% | 62 |
|
|
2019
Q4 | $796K | Hold |
9,350
| – | – | 0.29% | 61 |
|
|
2019
Q3 | $710K | Buy |
9,350
+550
| +6% | +$41.8K | 0.29% | 65 |
|
|
2019
Q2 | $691K | Sell |
8,800
-1,155
| -12% | -$90.7K | 0.29% | 64 |
|
|
2019
Q1 | $880K | Sell |
9,955
-1,530
| -13% | -$135K | 0.4% | 53 |
|
|
2018
Q4 | $767K | Buy |
11,485
+2,200
| +24% | +$147K | 0.42% | 58 |
|
|
2018
Q3 | $757K | Buy |
9,285
+3,800
| +69% | +$310K | 0.39% | 60 |
|
|
2018
Q2 | $443K | Sell |
5,485
-147
| -3% | -$11.9K | 0.24% | 72 |
|
|
2018
Q1 | $560K | Buy |
5,632
+147
| +3% | +$14.6K | 0.32% | 69 |
|
|
2017
Q4 | $579K | Buy |
+5,485
| New | +$579K | 0.33% | 67 |
|