Bronte Capital Management’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 | $111M | Buy |
541,101
+22,716
| +4% | +$4.67M | 8.73% | 3 |
|
|
2025
Q1 | $96.5M | Buy |
518,385
+21,737
| +4% | +$4.05M | 7.84% | 5 |
|
|
2024
Q4 | $70.1M | Sell |
496,648
-52,651
| -10% | -$7.43M | 5.53% | 8 |
|
|
2024
Q3 | $66.7M | Buy |
549,299
+5,756
| +1% | +$699K | 5.42% | 8 |
|
|
2024
Q2 | $55.1M | Buy |
543,543
+62,039
| +13% | +$6.29M | 4.31% | 9 |
|
|
2024
Q1 | $44.1M | Buy |
481,504
+55,851
| +13% | +$5.12M | 3.6% | 9 |
|
|
2023
Q4 | $40M | Buy |
425,653
+21,633
| +5% | +$2.04M | 3.58% | 10 |
|
|
2023
Q3 | $37.4M | Buy |
404,020
+132,134
| +49% | +$12.2M | 3.77% | 9 |
|
|
2023
Q2 | $26.5M | Buy |
271,886
+4,193
| +2% | +$409K | 2.56% | 15 |
|
|
2023
Q1 | $26M | Sell |
267,693
-13,183
| -5% | -$1.28M | 3.02% | 12 |
|
|
2022
Q4 | $28.4M | Buy |
280,876
+81,682
| +41% | +$8.27M | 3.59% | 12 |
|
|
2022
Q3 | $16.5M | Sell |
199,194
-5,246
| -3% | -$435K | 2.06% | 12 |
|
|
2022
Q2 | $20.2M | Buy |
204,440
+50,855
| +33% | +$5.02M | 2.31% | 11 |
|
|
2022
Q1 | $14.4M | Buy |
153,585
+36,540
| +31% | +$3.43M | 1.21% | 14 |
|
|
2021
Q4 | $11.1M | Buy |
117,045
+10,752
| +10% | +$1.02M | 0.73% | 14 |
|
|
2021
Q3 | $10.1M | Buy |
+106,293
| New | +$10.1M | 0.74% | 14 |
|