Annis Gardner Whiting Capital 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 | $478K | Buy |
2,610
+540
| +26% | +$98.9K | 0.17% | 121 |
|
|
2025
Q1 | $331K | Buy |
2,070
+44
| +2% | +$7.04K | 0.14% | 139 |
|
|
2024
Q4 | $247K | Buy |
2,026
+41
| +2% | +$4.99K | 0.07% | 192 |
|
|
2024
Q3 | $244K | Sell |
1,985
-245
| -11% | -$30.1K | 0.07% | 194 |
|
|
2024
Q2 | $229K | Buy |
2,230
+120
| +6% | +$12.3K | 0.07% | 199 |
|
|
2024
Q1 | $196K | Buy |
2,110
+261
| +14% | +$24.3K | 0.07% | 184 |
|
|
2023
Q4 | $176K | Buy |
1,849
+30
| +2% | +$2.86K | 0.08% | 167 |
|
|
2023
Q3 | $171K | Buy |
+1,819
| New | +$171K | 0.09% | 153 |
|