Ardent 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 | $5.52M | Hold |
30,284
| – | – | 2.65% | 7 |
|
|
2025
Q1 | $4.81M | Buy |
30,284
+4,850
| +19% | +$770K | 2.08% | 8 |
|
|
2024
Q4 | $3.06M | Buy |
25,434
+1,109
| +5% | +$133K | 1.39% | 11 |
|
|
2024
Q3 | $2.95M | Sell |
24,325
-122
| -0.5% | -$14.8K | 1.34% | 11 |
|
|
2024
Q2 | $2.48M | Hold |
24,447
| – | – | 1.21% | 11 |
|
|
2024
Q1 | $2.24M | Sell |
24,447
-54
| -0.2% | -$4.95K | 1.12% | 11 |
|
|
2023
Q4 | $2.31M | Hold |
24,501
| – | – | 1.21% | 13 |
|
|
2023
Q3 | $2.27M | Buy |
24,501
+3,734
| +18% | +$346K | 1.28% | 12 |
|
|
2023
Q2 | $2.03M | Buy |
20,767
+89
| +0.4% | +$8.69K | 1.25% | 13 |
|
|
2023
Q1 | $2.01M | Buy |
20,678
+38
| +0.2% | +$3.7K | 1.45% | 10 |
|
|
2022
Q4 | $2.09M | Sell |
20,640
-38
| -0.2% | -$3.85K | 1.62% | 10 |
|
|
2022
Q3 | $1.72M | Hold |
20,678
| – | – | 1.53% | 10 |
|
|
2022
Q2 | $2.04M | Hold |
20,678
| – | – | 2.51% | 8 |
|
|
2022
Q1 | $1.94M | Sell |
20,678
-24
| -0.1% | -$2.25K | 1.29% | 12 |
|
|
2021
Q4 | $1.97M | Buy |
+20,702
| New | +$1.97M | 1.31% | 13 |
|