Altrius Capital Management’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 | $8.29M | Sell |
45,503
-1,507
| -3% | -$274K | 1.94% | 17 |
|
|
2025
Q1 | $7.46M | Sell |
47,010
-991
| -2% | -$157K | 1.81% | 24 |
|
|
2024
Q4 | $5.78M | Sell |
48,001
-881
| -2% | -$106K | 1.55% | 26 |
|
|
2024
Q3 | $5.93M | Sell |
48,882
-741
| -1% | -$90K | 1.49% | 26 |
|
|
2024
Q2 | $5.03M | Buy |
49,623
+1,008
| +2% | +$102K | 1.32% | 27 |
|
|
2024
Q1 | $4.45M | Buy |
48,615
+5,337
| +12% | +$489K | 1.12% | 44 |
|
|
2023
Q4 | $4.07M | Buy |
43,278
+754
| +2% | +$70.9K | 1.13% | 37 |
|
|
2023
Q3 | $3.94M | Buy |
42,524
+996
| +2% | +$92.2K | 1.17% | 36 |
|
|
2023
Q2 | $4.05M | Buy |
41,528
+9,034
| +28% | +$882K | 1.2% | 29 |
|
|
2023
Q1 | $3.16M | Sell |
32,494
-7,127
| -18% | -$693K | 0.97% | 58 |
|
|
2022
Q4 | $4.01M | Buy |
39,621
+7,713
| +24% | +$781K | 1.26% | 27 |
|
|
2022
Q3 | $2.65M | Sell |
31,908
-13,160
| -29% | -$1.09M | 1.01% | 69 |
|
|
2022
Q2 | $4.45M | Buy |
+45,068
| New | +$4.45M | 1.45% | 23 |
|