Beacon Capital Management LLC (Tennessee)’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 | $537K | Buy |
2,951
+42
| +1% | +$7.65K | 0.07% | 59 |
|
2025
Q1 | $462K | Buy |
2,909
+94
| +3% | +$14.9K | 0.06% | 65 |
|
2024
Q4 | $339K | Buy |
2,815
+37
| +1% | +$4.45K | 0.04% | 86 |
|
2024
Q3 | $337K | Buy |
2,778
+28
| +1% | +$3.4K | 0.05% | 82 |
|
2024
Q2 | $279K | Buy |
2,750
+31
| +1% | +$3.14K | 0.05% | 82 |
|
2024
Q1 | $249K | Buy |
2,719
+1,046
| +63% | +$95.8K | 0.05% | 87 |
|
2023
Q4 | $155K | Sell |
1,673
-227
| -12% | -$21K | 0.04% | 108 |
|
2023
Q3 | $185K | Hold |
1,900
| – | – | 0.05% | 99 |
|
2023
Q2 | $185K | Buy |
1,900
+142
| +8% | +$13.9K | 0.05% | 99 |
|
2023
Q1 | $171K | Buy |
1,758
+16
| +0.9% | +$1.56K | 0.05% | 97 |
|
2022
Q4 | $176K | Sell |
1,742
-116
| -6% | -$11.7K | 0.06% | 98 |
|
2022
Q3 | $183K | Sell |
1,858
-29
| -2% | -$2.86K | 0.06% | 88 |
|
2022
Q2 | $178K | Hold |
1,887
| – | – | 0.04% | 106 |
|
2022
Q1 | $178K | Buy |
+1,887
| New | +$178K | 0.04% | 106 |
|