Caldwell Sutter Capital’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 | $654K | Sell |
3,593
-15
| -0.4% | -$2.73K | 0.3% | 89 |
|
|
2025
Q1 | $573K | Buy |
3,608
+13
| +0.4% | +$2.06K | 0.27% | 101 |
|
|
2024
Q4 | $433K | Hold |
3,595
| – | – | 0.2% | 120 |
|
|
2024
Q3 | $436K | Sell |
3,595
-33
| -0.9% | -$4.01K | 0.2% | 124 |
|
|
2024
Q2 | $368K | Buy |
3,628
+453
| +14% | +$45.9K | 0.18% | 133 |
|
|
2024
Q1 | $291K | Sell |
3,175
-3
| -0.1% | -$275 | 0.14% | 156 |
|
|
2023
Q4 | $299K | Buy |
3,178
+185
| +6% | +$17.4K | 0.15% | 139 |
|
|
2023
Q3 | $277K | Hold |
2,993
| – | – | 0.15% | 143 |
|
|
2023
Q2 | $292K | Buy |
2,993
+978
| +49% | +$95.5K | 0.15% | 143 |
|
|
2023
Q1 | $196K | Buy |
2,015
+15
| +0.8% | +$1.46K | 0.14% | 129 |
|
|
2022
Q4 | $202K | Buy |
+2,000
| New | +$202K | 0.18% | 100 |
|