Brandywine Oak Private Wealth’s Philip Morris PM Stock Holding History

Brandywine Oak Private Wealth’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
2024 Q2	–	Sell	-2,256	Closed	-$207K	–	237
2024 Q1	$207K	Buy	+2,256	New	+$208K	0.02%	229
2022 Q3	–	Sell	-2,180	Closed	-$215K	–	314
2022 Q2	$215K	Sell	2,180 -1	-0%	-$102	0.03%	300
2022 Q1	$204K	Sell	2,181 -232	-10%	-$23.2K	0.02%	330
2021 Q4	$229K	Sell	2,413 -357	-13%	-$33.4K	0.03%	317
2021 Q3	$267K	Hold	2,770	–	–	0.03%	276
2021 Q2	$274K	Sell	2,770 -413	-13%	-$39.6K	0.03%	258
2021 Q1	$282K	Sell	3,183 -133	-4%	-$11.3K	0.04%	216
2020 Q4	$274K	Sell	3,316 -33	-1%	-$2.57K	0.04%	213
2020 Q3	$251K	Buy	3,349 +83	+3%	+$6.4K	0.04%	214
2020 Q2	$228K	Buy	3,266 +205	+7%	+$14.9K	0.04%	217
2020 Q1	$223K	Hold	3,061	–	–	0.05%	195
2019 Q4	$260K	Sell	3,061 -19	-0.6%	-$1.57K	0.05%	204
2019 Q3	$233K	Hold	3,080	–	–	0.04%	205
2019 Q2	$241K	Hold	3,080	–	–	0.05%	194
2019 Q1	$272K	Sell	3,080 -191	-6%	-$15.4K	0.06%	177
2018 Q4	$200K	Buy	+3,271	New	+$273K	0.04%	197

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brandywine Oak Private Wealth's PM Position: Q2 2024 in Review

Brandywine Oak Private Wealth sold out of Philip Morris (PM) in Q2 2024, closing a stake of 2,256 shares — an estimated $207K sold.

Brandywine Oak Private Wealth first reported a position in PM in Q4 2018 and held it in 16 quarters. The position peaked at $282K in Q1 2021. 2,216 funds tracked by Wall St. Rank hold PM as of Q2 2024.

Brandywine Oak Private Wealth reported no remaining Philip Morris position as of Q2 2024 after selling out during the quarter.
Brandywine Oak Private Wealth sold 2,256 Philip Morris shares in Q2 2024, an estimated $207K.
Brandywine Oak Private Wealth first reported a position in Philip Morris in Q4 2018 and held it in 16 quarters.
Brandywine Oak Private Wealth's Philip Morris position peaked at $282K in Q1 2021.
2,216 funds tracked by Wall St. Rank held Philip Morris as of Q2 2024.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.