Blueprint Investment Partners’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 | – | Sell |
-11,100
| Closed | -$1.76M | – | 94 |
|
|
2025
Q1 | $1.76M | Sell |
11,100
-502
| -4% | -$79.7K | 0.32% | 50 |
|
|
2024
Q4 | $1.4M | Buy |
11,602
+6,084
| +110% | +$732K | 0.22% | 66 |
|
|
2024
Q3 | $670K | Sell |
5,518
-63
| -1% | -$7.65K | 0.12% | 88 |
|
|
2024
Q2 | $566K | Buy |
+5,581
| New | +$566K | 0.12% | 75 |
|
|
2023
Q2 | – | Sell |
-6,657
| Closed | -$647K | – | 204 |
|
|
2023
Q1 | $647K | Sell |
6,657
-1,962
| -23% | -$191K | 0.15% | 90 |
|
|
2022
Q4 | $872K | Buy |
+8,619
| New | +$872K | 0.18% | 88 |
|
|
2022
Q3 | – | Sell |
-7,438
| Closed | -$734K | – | 180 |
|
|
2022
Q2 | $734K | Buy |
7,438
+1,457
| +24% | +$144K | 0.2% | 72 |
|
|
2022
Q1 | $562K | Buy |
5,981
+5,007
| +514% | +$470K | 0.14% | 96 |
|
|
2021
Q4 | $92.5K | Sell |
974
-1,523
| -61% | -$145K | 0.02% | 238 |
|
|
2021
Q3 | $237K | Buy |
+2,497
| New | +$237K | 0.12% | 120 |
|