Brown, Lisle/Cummings’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 | $162K | Hold |
888
| – | – | 0.04% | 231 |
|
|
2025
Q1 | $141K | Buy |
888
+28
| +3% | +$4.44K | 0.04% | 241 |
|
|
2024
Q4 | $104K | Buy |
860
+225
| +35% | +$27.1K | 0.03% | 264 |
|
|
2024
Q3 | $77.1K | Hold |
635
| – | – | 0.02% | 284 |
|
|
2024
Q2 | $64.3K | Hold |
635
| – | – | 0.02% | 291 |
|
|
2024
Q1 | $58.2K | Hold |
635
| – | – | 0.02% | 280 |
|
|
2023
Q4 | $59.7K | Buy |
+635
| New | +$59.7K | 0.02% | 275 |
|
|
2022
Q4 | – | Sell |
-17
| Closed | -$1.41K | – | 529 |
|
|
2022
Q3 | $1.41K | Hold |
17
| – | – | ﹤0.01% | 483 |
|
|
2022
Q2 | $1.68K | Hold |
17
| – | – | ﹤0.01% | 453 |
|
|
2022
Q1 | $1.6K | Hold |
17
| – | – | ﹤0.01% | 462 |
|
|
2021
Q4 | $1.62K | Buy |
+17
| New | +$1.62K | ﹤0.01% | 436 |
|