American Trust Investment Advisors’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 | – | Sell |
-2,469
| Closed | -$392K | – | 94 |
|
|
2025
Q1 | $392K | Hold |
2,469
| – | – | 0.16% | 82 |
|
|
2024
Q4 | $297K | Hold |
2,469
| – | – | 0.12% | 98 |
|
|
2024
Q3 | $300K | Hold |
2,469
| – | – | 0.12% | 100 |
|
|
2024
Q2 | $250K | Hold |
2,469
| – | – | 0.12% | 77 |
|
|
2024
Q1 | $226K | Buy |
+2,469
| New | +$226K | 0.11% | 80 |
|