Beaton Management Company’s Philip Morris PM Stock Holding History

Beaton Management Company’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.13M	Sell
2025 Q1	$2.75M	Sell
2024 Q4	$2.09M	Hold
2024 Q3	$2.11M	Hold
2024 Q2	$1.76M	Hold
2024 Q1	$1.59M	Sell
2023 Q4	$1.7M	Sell
2023 Q3	$1.69M	Hold
2023 Q2	$1.78M	Buy
2023 Q1	$1.77M	Hold
2022 Q4	$1.84M	Hold
2022 Q3	$1.51M	Hold
2022 Q2	$1.8M	Hold
2022 Q1	$1.71M	Hold
2021 Q4	$1.73M	Hold
2021 Q3	$1.73M	Sell
2021 Q2	$1.82M	Hold
2021 Q1	$1.63M	Sell
2020 Q4	$1.6M	Sell
2020 Q3	$1.46M	Hold
2020 Q2	$1.37M	Sell
2020 Q1	$1.43M	Sell
2019 Q4	$1.79M	Hold
2019 Q3	$1.6M	Sell
2019 Q2	$1.73M	Sell
2019 Q1	$1.98M	Sell
2018 Q4	$1.5M	Sell
2018 Q3	$1.97M	Sell
2018 Q2	$2.08M	Buy
2018 Q1	$2.55M	Sell
2017 Q4	$2.73M	Hold
2017 Q3	$2.86M	Hold
2017 Q2	$3.03M	Buy