Aspire Private Capital’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 | $1.98M | Buy |
10,863
+230
| +2% | +$41.9K | 0.46% | 50 |
|
|
2025
Q1 | $1.69M | Buy |
10,633
+841
| +9% | +$133K | 0.42% | 51 |
|
|
2024
Q4 | $1.18M | Buy |
9,792
+253
| +3% | +$30.4K | 0.29% | 66 |
|
|
2024
Q3 | $1.16M | Buy |
9,539
+1,177
| +14% | +$143K | 0.28% | 64 |
|
|
2024
Q2 | $847K | Buy |
8,362
+940
| +13% | +$95.3K | 0.22% | 79 |
|
|
2024
Q1 | $680K | Buy |
7,422
+1,019
| +16% | +$93.4K | 0.18% | 94 |
|
|
2023
Q4 | $602K | Sell |
6,403
-12
| -0.2% | -$1.13K | 0.18% | 88 |
|
|
2023
Q3 | $594K | Buy |
6,415
+1,025
| +19% | +$94.9K | 0.19% | 78 |
|
|
2023
Q2 | $526K | Buy |
5,390
+727
| +16% | +$71K | 0.17% | 92 |
|
|
2023
Q1 | $453K | Buy |
4,663
+1,801
| +63% | +$175K | 0.15% | 101 |
|
|
2022
Q4 | $290K | Buy |
2,862
+407
| +17% | +$41.2K | 0.1% | 106 |
|
|
2022
Q3 | $204K | Buy |
2,455
+129
| +6% | +$10.7K | 0.08% | 120 |
|
|
2022
Q2 | $230K | Buy |
2,326
+52
| +2% | +$5.14K | 0.08% | 116 |
|
|
2022
Q1 | $214K | Sell |
2,274
-333
| -13% | -$31.3K | 0.07% | 130 |
|
|
2021
Q4 | $248K | Sell |
2,607
-212
| -8% | -$20.2K | 0.08% | 126 |
|
|
2021
Q3 | $267K | Sell |
2,819
-242
| -8% | -$22.9K | 0.09% | 120 |
|
|
2021
Q2 | $303K | Sell |
3,061
-2,077
| -40% | -$206K | 0.1% | 120 |
|
|
2021
Q1 | $456K | Sell |
5,138
-3,868
| -43% | -$343K | 0.16% | 67 |
|
|
2020
Q4 | $746K | Sell |
9,006
-355
| -4% | -$29.4K | 0.29% | 60 |
|
|
2020
Q3 | $702K | Buy |
9,361
+941
| +11% | +$70.6K | 0.29% | 59 |
|
|
2020
Q2 | $599K | Buy |
8,420
+558
| +7% | +$39.7K | 0.28% | 56 |
|
|
2020
Q1 | $574K | Sell |
7,862
-1,020
| -11% | -$74.5K | 0.31% | 52 |
|
|
2019
Q4 | $756K | Sell |
8,882
-524
| -6% | -$44.6K | 0.33% | 60 |
|
|
2019
Q3 | $714K | Sell |
9,406
-1,995
| -17% | -$151K | 0.34% | 51 |
|
|
2019
Q2 | $895K | Sell |
11,401
-1,324
| -10% | -$104K | 0.43% | 52 |
|
|
2019
Q1 | $1.13M | Buy |
12,725
+869
| +7% | +$76.8K | 0.57% | 36 |
|
|
2018
Q4 | $791K | Buy |
+11,856
| New | +$791K | 0.46% | 48 |
|