AIP
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Almanack Investment Partners’s Philip Morris PM Stock Holding History

Almanack Investment Partners’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,897
Closed -$892K – 228
2025
Q2 		$892K Buy
4,897
+3,413
+230% +$586K 0.14% 87
2025
Q1 		$236K Buy
+1,484
New +$210K 0.05% 136
2023
Q1 		– Sell
-2,020
Closed -$204K – 175
2022
Q4 		$204K Buy
+2,020
New +$191K 0.04% 159
2022
Q3 		– Sell
-2,299
Closed -$230K – 877
2022
Q2 		$230K Buy
2,299
+21
+0.9% +$2.14K 0.02% 378
2022
Q1 		$217K Buy
2,278
+18
+0.8% +$1.8K 0.02% 439
2021
Q4 		$218K Hold
2,260
– – 0.02% 452
2021
Q3 		$217K Buy
2,260
+96
+4% +$9.66K 0.02% 453
2021
Q2 		$217K Sell
2,164
-1,456
-40% -$140K 0.02% 389
2021
Q1 		$326K Buy
3,620
+206
+6% +$17.5K 0.03% 300
2020
Q4 		$287K Buy
+3,414
New +$266K 0.03% 292

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