Baron Silver Stevens Financial 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 | $515K | Buy |
2,829
+728
| +35% | +$133K | 0.08% | 76 |
|
|
2025
Q1 | $334K | Buy |
2,101
+116
| +6% | +$18.4K | 0.06% | 90 |
|
|
2024
Q4 | $239K | Hold |
1,985
| – | – | 0.04% | 108 |
|
|
2024
Q3 | $241K | Hold |
1,985
| – | – | 0.04% | 107 |
|
|
2024
Q2 | $201K | Sell |
1,985
-658
| -25% | -$66.7K | 0.04% | 112 |
|
|
2024
Q1 | $242K | Buy |
2,643
+145
| +6% | +$13.3K | 0.05% | 109 |
|
|
2023
Q4 | $235K | Buy |
2,498
+140
| +6% | +$13.2K | 0.05% | 99 |
|
|
2023
Q3 | $218K | Buy |
+2,358
| New | +$218K | 0.05% | 100 |
|
|
2023
Q2 | – | Sell |
-2,203
| Closed | -$214K | – | 111 |
|
|
2023
Q1 | $214K | Buy |
+2,203
| New | +$214K | 0.06% | 101 |
|
|
2022
Q3 | – | Sell |
-2,507
| Closed | -$247K | – | 138 |
|
|
2022
Q2 | $247K | Buy |
+2,507
| New | +$247K | 0.06% | 86 |
|
|
2021
Q1 | – | Sell |
-693
| Closed | -$57K | – | 354 |
|
|
2020
Q4 | $57K | Buy |
+693
| New | +$57K | 0.02% | 130 |
|