American Capital Advisory’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 | $3.7M | Sell |
20,328
-941
| -4% | -$171K | 1.85% | 10 |
|
|
2025
Q1 | $3.38M | Sell |
21,269
-3,242
| -13% | -$515K | 1.82% | 9 |
|
|
2024
Q4 | $2.95M | Sell |
24,511
-479
| -2% | -$57.6K | 1.63% | 11 |
|
|
2024
Q3 | $3.03M | Buy |
24,990
+5,269
| +27% | +$640K | 1.76% | 10 |
|
|
2024
Q2 | $1.86M | Buy |
19,721
+5,161
| +35% | +$486K | 1.33% | 16 |
|
|
2024
Q1 | $1.42M | Sell |
14,560
-5,161
| -26% | -$502K | 1.24% | 19 |
|
|
2023
Q4 | $1.86M | Buy |
+19,721
| New | +$1.86M | 1.33% | 16 |
|