Alta Advisers’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 | $1.47M | Hold |
8,087
| – | – | 0.52% | 29 |
|
2025
Q1 | $1.28M | Buy |
8,087
+2,800
| +53% | +$444K | 0.55% | 31 |
|
2024
Q4 | $636K | Buy |
5,287
+1,187
| +29% | +$143K | 0.4% | 46 |
|
2024
Q3 | $498K | Hold |
4,100
| – | – | 0.23% | 49 |
|
2024
Q2 | $415K | Hold |
4,100
| – | – | 0.2% | 57 |
|
2024
Q1 | $376K | Hold |
4,100
| – | – | 0.19% | 66 |
|
2023
Q4 | $386K | Hold |
4,100
| – | – | 0.21% | 60 |
|
2023
Q3 | $380K | Hold |
4,100
| – | – | 0.22% | 52 |
|
2023
Q2 | $400K | Hold |
4,100
| – | – | 0.23% | 49 |
|
2023
Q1 | $399K | Hold |
4,100
| – | – | 0.24% | 48 |
|
2022
Q4 | $415K | Hold |
4,100
| – | – | 0.25% | 44 |
|
2022
Q3 | $340K | Buy |
+4,100
| New | +$340K | 0.21% | 50 |
|
2013
Q4 | – | Sell |
-302
| Closed | -$26K | – | 71 |
|
2013
Q3 | $26K | Sell |
302
-164
| -35% | -$14.1K | 0.01% | 68 |
|
2013
Q2 | $40K | Buy |
+466
| New | +$40K | 0.02% | 76 |
|