Capital Advisors Ltd’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Sell |
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|
2025
Q1 | $861K | Sell |
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|
2024
Q4 | $677K | Buy |
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|
2024
Q3 | $670K | Sell |
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|
2024
Q2 | $596K | Buy |
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|
2024
Q1 | $531K | Buy |
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $549K | Buy |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $464K | Buy |
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|
2022
Q3 | $353K | Buy |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $387K | Buy |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $378K | Buy |
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|
2021
Q1 | $334K | Buy |
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|
2020
Q4 | $308K | Buy |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $253K | Buy |
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|
2020
Q1 | $260K | Buy |
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|
2019
Q4 | $300K | Sell |
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|
2019
Q3 | $268K | Sell |
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|
2019
Q2 | $277K | Buy |
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|
2019
Q1 | $308K | Buy |
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|
2018
Q4 | $229K | Sell |
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|
2018
Q3 | $408K | Buy |
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|
2018
Q2 | $376K | Buy |
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|
2018
Q1 | $460K | Buy |
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|
2017
Q4 | $486K | Buy |
|
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|
2017
Q3 | $508K | Buy |
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|
2017
Q2 | $534K | Buy |
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|
2017
Q1 | $510K | Buy |
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|
2016
Q4 | $411K | Sell |
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|
2016
Q3 | $459K | Buy |
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|
2016
Q2 | $477K | Buy |
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|
2016
Q1 | $458K | Buy |
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|
2015
Q4 | $407K | Buy |
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|
2015
Q3 | $365K | Sell |
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|
2015
Q2 | $396K | Buy |
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|
2015
Q1 | $342K | Buy |
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|
2014
Q4 | $367K | Buy |
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|
2014
Q3 | $373K | Buy |
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|
2014
Q2 | $375K | Buy |
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|
2014
Q1 | $362K | Buy |
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|
2013
Q4 | $233K | Buy |
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