AR
Advisory Research’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8M | Buy |
146,974
+16,441
| +13% | +$2.99M | 4.11% | 3 |
|
|
2025
Q1 | $20.7M | Buy |
130,533
+9,748
| +8% | +$1.55M | 3.65% | 4 |
|
|
2024
Q4 | $14.5M | Buy |
120,785
+27,187
| +29% | +$3.27M | 2.42% | 10 |
|
|
2024
Q3 | $11.4M | Sell |
93,598
-1,931
| -2% | -$234K | 2.02% | 14 |
|
|
2024
Q2 | $9.68M | Buy |
+95,529
| New | +$9.68M | 1.82% | 19 |
|
|
2020
Q2 | – | Sell |
-19,973
| Closed | -$1.46M | – | 339 |
|
|
2020
Q1 | $1.46M | Buy |
19,973
+4,332
| +28% | +$316K | 0.1% | 107 |
|
|
2019
Q4 | $1.33M | Sell |
15,641
-22,039
| -58% | -$1.88M | 0.06% | 149 |
|
|
2019
Q3 | $2.86M | Sell |
37,680
-951
| -2% | -$72.2K | 0.14% | 98 |
|
|
2019
Q2 | $3.03M | Buy |
+38,631
| New | +$3.03M | 0.06% | 157 |
|
|
2014
Q2 | – | Sell |
-1,817
| Closed | -$149K | – | 592 |
|
|
2014
Q1 | $149K | Buy |
+1,817
| New | +$149K | ﹤0.01% | 322 |
|
|
2013
Q4 | – | Sell |
-6,146
| Closed | -$533K | – | 329 |
|
|
2013
Q3 | $533K | Buy |
6,146
+706
| +13% | +$61.2K | 0.01% | 265 |
|
|
2013
Q2 | $471K | Buy |
+5,440
| New | +$471K | 0.01% | 267 |
|