Blue Whale Capital’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 | $95.6M | Buy |
524,859
+45,164
| +9% | +$8.23M | 6.26% | 6 |
|
2025
Q1 | $76.1M | Buy |
479,695
+25,540
| +6% | +$4.05M | 6.16% | 6 |
|
2024
Q4 | $54.7M | Buy |
454,155
+43,604
| +11% | +$5.25M | 4.06% | 11 |
|
2024
Q3 | $49.8M | Buy |
410,551
+5,551
| +1% | +$674K | 3.88% | 12 |
|
2024
Q2 | $41M | Sell |
405,000
-20,000
| -5% | -$2.03M | 3.91% | 11 |
|
2024
Q1 | $38.9M | Buy |
425,000
+65,000
| +18% | +$5.96M | 4.11% | 11 |
|
2023
Q4 | $33.9M | Buy |
360,000
+166,000
| +86% | +$15.6M | 4.34% | 11 |
|
2023
Q3 | $18M | Buy |
194,000
+2,000
| +1% | +$185K | 2.89% | 11 |
|
2023
Q2 | $18.7M | Buy |
+192,000
| New | +$18.7M | 2.88% | 12 |
|