Acropolis 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 | $380K | Sell |
2,087
-663
| -24% | -$121K | 0.02% | 176 |
|
|
2025
Q1 | $437K | Buy |
2,750
+138
| +5% | +$21.9K | 0.03% | 163 |
|
|
2024
Q4 | $314K | Buy |
2,612
+1,142
| +78% | +$137K | 0.02% | 185 |
|
|
2024
Q3 | $178K | Buy |
1,470
+100
| +7% | +$12.1K | 0.01% | 232 |
|
|
2024
Q2 | $139K | Hold |
1,370
| – | – | 0.01% | 249 |
|
|
2024
Q1 | $126K | Hold |
1,370
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $129K | Sell |
1,370
-13
| -0.9% | -$1.22K | 0.01% | 259 |
|
|
2023
Q3 | $128K | Buy |
1,383
+13
| +0.9% | +$1.2K | 0.01% | 248 |
|
|
2023
Q2 | $134K | Buy |
1,370
+129
| +10% | +$12.6K | 0.01% | 236 |
|
|
2023
Q1 | $121K | Hold |
1,241
| – | – | 0.01% | 241 |
|
|
2022
Q4 | $126K | Buy |
+1,241
| New | +$126K | 0.01% | 225 |
|
|
2018
Q2 | – | Sell |
-1,055
| Closed | -$105K | – | 146 |
|
|
2018
Q1 | $105K | Hold |
1,055
| – | – | 0.02% | 141 |
|
|
2017
Q4 | $111K | Buy |
1,055
+5
| +0.5% | +$526 | 0.02% | 146 |
|
|
2017
Q3 | $117K | Buy |
1,050
+5
| +0.5% | +$557 | 0.02% | 136 |
|
|
2017
Q2 | $123K | Buy |
1,045
+5
| +0.5% | +$589 | 0.02% | 136 |
|
|
2017
Q1 | $117K | Buy |
+1,040
| New | +$117K | 0.02% | 134 |
|
|
2016
Q4 | – | Sell |
-1,059
| Closed | -$103K | – | 136 |
|
|
2016
Q3 | $103K | Buy |
1,059
+5
| +0.5% | +$486 | 0.02% | 133 |
|
|
2016
Q2 | $107K | Buy |
1,054
+5
| +0.5% | +$508 | 0.02% | 131 |
|
|
2016
Q1 | $103K | Buy |
+1,049
| New | +$103K | 0.02% | 128 |
|
|
2015
Q2 | – | Sell |
-1,366
| Closed | -$103K | – | 142 |
|
|
2015
Q1 | $103K | Buy |
+1,366
| New | +$103K | 0.02% | 145 |
|
|
2014
Q4 | – | Sell |
-1,920
| Closed | -$160K | – | 147 |
|
|
2014
Q3 | $160K | Hold |
1,920
| – | – | 0.03% | 125 |
|
|
2014
Q2 | $162K | Hold |
1,920
| – | – | 0.03% | 124 |
|
|
2014
Q1 | $157K | Sell |
1,920
-300
| -14% | -$24.6K | 0.03% | 121 |
|
|
2013
Q4 | $193K | Sell |
2,220
-300
| -12% | -$26.1K | 0.04% | 108 |
|
|
2013
Q3 | $218K | Buy |
2,520
+500
| +25% | +$43.3K | 0.05% | 107 |
|
|
2013
Q2 | $175K | Buy |
+2,020
| New | +$175K | 0.04% | 99 |
|