Barrett & Company’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 | $61.8K | Hold |
339
| – | – | 0.02% | 271 |
|
|
2025
Q1 | $53.8K | Hold |
339
| – | – | 0.02% | 260 |
|
|
2024
Q4 | $40.8K | Hold |
339
| – | – | 0.02% | 294 |
|
|
2024
Q3 | $41.2K | Buy |
339
+4
| +1% | +$486 | 0.02% | 291 |
|
|
2024
Q2 | $33.9K | Buy |
335
+5
| +2% | +$506 | 0.02% | 315 |
|
|
2024
Q1 | $30.2K | Hold |
330
| – | – | 0.01% | 327 |
|
|
2023
Q4 | $31K | Hold |
330
| – | – | 0.02% | 295 |
|
|
2023
Q3 | $30.6K | Hold |
330
| – | – | 0.02% | 296 |
|
|
2023
Q2 | $32.2K | Hold |
330
| – | – | 0.02% | 289 |
|
|
2023
Q1 | $32.1K | Hold |
330
| – | – | 0.02% | 275 |
|
|
2022
Q4 | $33.4K | Hold |
330
| – | – | 0.02% | 262 |
|
|
2022
Q3 | $33.4K | Buy |
+330
| New | +$33.4K | 0.02% | 262 |
|