Baker Avenue Asset 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 | $400K | Buy |
2,196
+217
| +11% | +$39.5K | 0.01% | 332 |
|
|
2025
Q1 | $314K | Buy |
+1,979
| New | +$314K | 0.01% | 357 |
|
|
2023
Q4 | – | Sell |
-350
| Closed | -$32.4K | – | 1173 |
|
|
2023
Q3 | $32.4K | Sell |
350
-676
| -66% | -$62.7K | ﹤0.01% | 575 |
|
|
2023
Q2 | $100K | Sell |
1,026
-294
| -22% | -$28.7K | 0.01% | 429 |
|
|
2023
Q1 | $128K | Buy |
1,320
+914
| +225% | +$88.9K | 0.01% | 392 |
|
|
2022
Q4 | $41.1K | Buy |
+406
| New | +$41.1K | ﹤0.01% | 521 |
|
|
2018
Q4 | – | Sell |
-17,426
| Closed | -$1.42M | – | 272 |
|
|
2018
Q3 | $1.42M | Sell |
17,426
-4,846
| -22% | -$395K | 0.12% | 128 |
|
|
2018
Q2 | $1.8M | Buy |
22,272
+1,629
| +8% | +$132K | 0.16% | 102 |
|
|
2018
Q1 | $2.05M | Buy |
+20,643
| New | +$2.05M | 0.19% | 92 |
|