Angeles 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
Q1 | – | Sell |
-1,847
| Closed | -$222K | – | 155 |
|
|
2024
Q4 | $222K | Hold |
1,847
| – | – | 0.01% | 176 |
|
|
2024
Q3 | $224K | Buy |
+1,847
| New | +$224K | 0.01% | 195 |
|
|
2024
Q2 | – | Sell |
-2,856
| Closed | -$262K | – | 238 |
|
|
2024
Q1 | $262K | Sell |
2,856
-218
| -7% | -$20K | 0.01% | 179 |
|
|
2023
Q4 | $289K | Buy |
3,074
+145
| +5% | +$13.6K | 0.02% | 154 |
|
|
2023
Q3 | $271K | Sell |
2,929
-120
| -4% | -$11.1K | 0.02% | 143 |
|
|
2023
Q2 | $298K | Buy |
3,049
+70
| +2% | +$6.83K | 0.03% | 116 |
|
|
2023
Q1 | $290K | Buy |
+2,979
| New | +$290K | 0.02% | 110 |
|
|
2022
Q1 | – | Sell |
-3,626
| Closed | -$344K | – | 188 |
|
|
2021
Q4 | $344K | Buy |
3,626
+284
| +8% | +$26.9K | 0.02% | 161 |
|
|
2021
Q3 | $317K | Hold |
3,342
| – | – | 0.02% | 158 |
|
|
2021
Q2 | $331K | Hold |
3,342
| – | – | 0.02% | 105 |
|
|
2021
Q1 | $297K | Hold |
3,342
| – | – | 0.02% | 91 |
|
|
2020
Q4 | $277K | Hold |
3,342
| – | – | 0.03% | 93 |
|
|
2020
Q3 | $251K | Sell |
3,342
-310
| -8% | -$23.3K | 0.03% | 89 |
|
|
2020
Q2 | $256K | Buy |
3,652
+306
| +9% | +$21.5K | 0.04% | 88 |
|
|
2020
Q1 | $256K | Sell |
3,346
-420
| -11% | -$32.1K | 0.07% | 79 |
|
|
2019
Q4 | $320K | Buy |
3,766
+282
| +8% | +$24K | 0.06% | 62 |
|
|
2019
Q3 | $265K | Buy |
+3,484
| New | +$265K | 0.06% | 64 |
|