AGC
Aspen Grove Capital’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
6,747
+1,537
| +30% | +$282K | 0.21% | 61 |
|
|
2025
Q1 | $834K | Buy |
5,210
+121
| +2% | +$19.4K | 0.16% | 80 |
|
|
2024
Q4 | $619K | Hold |
5,089
| – | – | 0.13% | 91 |
|
|
2024
Q3 | $625K | Buy |
5,089
+1
| +0% | +$123 | 0.14% | 87 |
|
|
2024
Q2 | $522K | Sell |
5,088
-97
| -2% | -$9.96K | 0.12% | 96 |
|
|
2024
Q1 | $482K | Buy |
5,185
+441
| +9% | +$41K | 0.14% | 96 |
|
|
2023
Q4 | $449K | Buy |
4,744
+404
| +9% | +$38.3K | 0.14% | 93 |
|
|
2023
Q3 | $407K | Sell |
4,340
-416
| -9% | -$39.1K | 0.15% | 93 |
|
|
2023
Q2 | $470K | Buy |
4,756
+547
| +13% | +$54.1K | 0.15% | 118 |
|
|
2023
Q1 | $415K | Sell |
4,209
-886
| -17% | -$87.3K | 0.18% | 97 |
|
|
2022
Q4 | $522K | Buy |
+5,095
| New | +$522K | 0.24% | 76 |
|