AFT Forsyth & Company’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 | $310K | Hold |
1,700
| – | – | 0.16% | 91 |
|
|
2025
Q1 | $270K | Hold |
1,700
| – | – | 0.15% | 109 |
|
|
2024
Q4 | $205K | Hold |
1,700
| – | – | 0.1% | 125 |
|
|
2024
Q3 | $206K | Buy |
+1,700
| New | +$206K | 0.1% | 130 |
|
|
2018
Q2 | – | Sell |
-2,383
| Closed | -$237K | – | 143 |
|
|
2018
Q1 | $237K | Sell |
2,383
-150
| -6% | -$14.9K | 0.22% | 120 |
|
|
2017
Q4 | $268K | Buy |
+2,533
| New | +$268K | 0.26% | 115 |
|
|
2013
Q3 | $181K | Hold |
2,093
| – | – | 0.23% | 108 |
|
|
2013
Q2 | $181K | Buy |
+2,093
| New | +$181K | 0.26% | 95 |
|