Bristlecone Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
2,389
-842
| -26% | -$153K | 0.04% | 164 |
|
|
2025
Q1 | $513K | Sell |
3,231
-30
| -0.9% | -$4.76K | 0.04% | 196 |
|
|
2024
Q4 | $392K | Hold |
3,261
| – | – | 0.03% | 216 |
|
|
2024
Q3 | $396K | Buy |
3,261
+30
| +0.9% | +$3.64K | 0.03% | 203 |
|
|
2024
Q2 | $327K | Buy |
3,231
+50
| +2% | +$5.07K | 0.03% | 222 |
|
|
2024
Q1 | $291K | Sell |
3,181
-350
| -10% | -$32.1K | 0.03% | 233 |
|
|
2023
Q4 | $332K | Sell |
3,531
-227
| -6% | -$21.4K | 0.03% | 215 |
|
|
2023
Q3 | $348K | Hold |
3,758
| – | – | 0.04% | 197 |
|
|
2023
Q2 | $367K | Buy |
3,758
+300
| +9% | +$29.3K | 0.04% | 200 |
|
|
2023
Q1 | $336K | Buy |
+3,458
| New | +$336K | 0.04% | 206 |
|
|
2020
Q1 | – | Sell |
-4,770
| Closed | -$406K | – | 193 |
|
|
2019
Q4 | $406K | Buy |
+4,770
| New | +$406K | 0.08% | 148 |
|
|
2019
Q3 | – | Sell |
-4,452
| Closed | -$350K | – | 170 |
|
|
2019
Q2 | $350K | Buy |
+4,452
| New | +$350K | 0.08% | 143 |
|
|
2017
Q4 | – | Sell |
-290
| Closed | -$32K | – | 238 |
|
|
2017
Q3 | $32K | Buy |
+290
| New | +$32K | 0.01% | 221 |
|