Birch Hill Investment 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 | $996K | Hold |
5,471
| – | – | 0.04% | 113 |
|
|
2025
Q1 | $868K | Hold |
5,471
| – | – | 0.04% | 115 |
|
|
2024
Q4 | $658K | Buy |
5,471
+71
| +1% | +$8.55K | 0.03% | 127 |
|
|
2024
Q3 | $656K | Hold |
5,400
| – | – | 0.03% | 124 |
|
|
2024
Q2 | $547K | Hold |
5,400
| – | – | 0.03% | 130 |
|
|
2024
Q1 | $495K | Hold |
5,400
| – | – | 0.02% | 130 |
|
|
2023
Q4 | $508K | Hold |
5,400
| – | – | 0.03% | 118 |
|
|
2023
Q3 | $500K | Hold |
5,400
| – | – | 0.03% | 115 |
|
|
2023
Q2 | $527K | Hold |
5,400
| – | – | 0.03% | 112 |
|
|
2023
Q1 | $525K | Hold |
5,400
| – | – | 0.03% | 115 |
|
|
2022
Q4 | $547K | Hold |
5,400
| – | – | 0.03% | 112 |
|
|
2022
Q3 | $448K | Hold |
5,400
| – | – | 0.03% | 111 |
|
|
2022
Q2 | $533K | Hold |
5,400
| – | – | 0.03% | 112 |
|
|
2022
Q1 | $507K | Buy |
5,400
+600
| +13% | +$56.3K | 0.03% | 119 |
|
|
2021
Q4 | $456K | Hold |
4,800
| – | – | 0.02% | 129 |
|
|
2021
Q3 | $455K | Hold |
4,800
| – | – | 0.02% | 126 |
|
|
2021
Q2 | $476K | Hold |
4,800
| – | – | 0.03% | 122 |
|
|
2021
Q1 | $426K | Hold |
4,800
| – | – | 0.02% | 122 |
|
|
2020
Q4 | $397K | Hold |
4,800
| – | – | 0.02% | 120 |
|
|
2020
Q3 | $360K | Hold |
4,800
| – | – | 0.02% | 114 |
|
|
2020
Q2 | $336K | Hold |
4,800
| – | – | 0.02% | 117 |
|
|
2020
Q1 | $350K | Hold |
4,800
| – | – | 0.03% | 105 |
|
|
2019
Q4 | $408K | Hold |
4,800
| – | – | 0.03% | 119 |
|
|
2019
Q3 | $364K | Hold |
4,800
| – | – | 0.03% | 120 |
|
|
2019
Q2 | $377K | Hold |
4,800
| – | – | 0.03% | 120 |
|
|
2019
Q1 | $424K | Sell |
4,800
-100
| -2% | -$8.83K | 0.03% | 116 |
|
|
2018
Q4 | $327K | Hold |
4,900
| – | – | 0.03% | 124 |
|
|
2018
Q3 | $400K | Buy |
4,900
+100
| +2% | +$8.16K | 0.03% | 124 |
|
|
2018
Q2 | $388K | Buy |
+4,800
| New | +$388K | 0.03% | 121 |
|