Almanack Investment Partners’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 | $892K | Buy |
4,897
+3,413
| +230% | +$622K | 0.14% | 87 |
|
|
2025
Q1 | $236K | Buy |
+1,484
| New | +$236K | 0.05% | 136 |
|
|
2023
Q1 | – | Sell |
-2,020
| Closed | -$204K | – | 175 |
|
|
2022
Q4 | $204K | Buy |
+2,020
| New | +$204K | 0.04% | 159 |
|
|
2022
Q3 | – | Sell |
-2,299
| Closed | -$230K | – | 878 |
|
|
2022
Q2 | $230K | Buy |
2,299
+21
| +0.9% | +$2.1K | 0.02% | 378 |
|
|
2022
Q1 | $217K | Buy |
2,278
+18
| +0.8% | +$1.72K | 0.02% | 439 |
|
|
2021
Q4 | $218K | Hold |
2,260
| – | – | 0.02% | 452 |
|
|
2021
Q3 | $217K | Buy |
2,260
+96
| +4% | +$9.22K | 0.02% | 453 |
|
|
2021
Q2 | $217K | Sell |
2,164
-1,456
| -40% | -$146K | 0.02% | 389 |
|
|
2021
Q1 | $326K | Buy |
3,620
+206
| +6% | +$18.6K | 0.03% | 300 |
|
|
2020
Q4 | $287K | Buy |
+3,414
| New | +$287K | 0.03% | 292 |
|