Bleakley Financial Group’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 | $21.5M | Buy |
117,873
+19,016
| +19% | +$3.46M | 0.55% | 38 |
|
2025
Q1 | $15.7M | Buy |
98,857
+3,872
| +4% | +$615K | 0.5% | 35 |
|
2024
Q4 | $11.4M | Buy |
94,985
+4,510
| +5% | +$543K | 0.34% | 50 |
|
2024
Q3 | $11M | Buy |
90,475
+735
| +0.8% | +$89.2K | 0.33% | 49 |
|
2024
Q2 | $9.09M | Buy |
89,740
+13,255
| +17% | +$1.34M | 0.26% | 71 |
|
2024
Q1 | $7.01M | Buy |
76,485
+6,479
| +9% | +$594K | 0.2% | 95 |
|
2023
Q4 | $6.59M | Buy |
70,006
+1,010
| +1% | +$95K | 0.21% | 90 |
|
2023
Q3 | $6.39M | Sell |
68,996
-4,979
| -7% | -$461K | 0.23% | 88 |
|
2023
Q2 | $7.22M | Buy |
73,975
+6,601
| +10% | +$644K | 0.23% | 86 |
|
2023
Q1 | $6.55M | Buy |
67,374
+7,633
| +13% | +$742K | 0.22% | 88 |
|
2022
Q4 | $6.05M | Buy |
+59,741
| New | +$6.05M | 0.22% | 95 |
|