Capital Directions Investment Advisors’s Philip Morris PM Stock Holding History

Capital Directions Investment Advisors’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$22.1K	Buy	+218	New	+$20.6K	0.01%	167
2022 Q3	–	Sell	-6,043	Closed	-$576K	–	39
2022 Q2	$597K	Hold	6,043	–	–	0.2%	41
2022 Q1	$568K	Hold	6,043	–	–	0.17%	43
2021 Q4	$574K	Buy	6,043 +5,918	+4,734%	+$553K	0.17%	44
2021 Q3	$12K	Hold	125	–	–	﹤0.01%	230
2021 Q2	$12K	Buy	+125	New	+$12K	﹤0.01%	205
2021 Q1	–	Sell	-125	Closed	-$10K	–	298
2020 Q4	$10K	Hold	125	–	–	﹤0.01%	179
2020 Q3	$9K	Hold	125	–	–	﹤0.01%	185
2020 Q2	$9K	Sell	125 -173	-58%	-$12.6K	﹤0.01%	192
2020 Q1	$22K	Hold	298	–	–	0.01%	157
2019 Q4	$25K	Hold	298	–	–	0.01%	175
2019 Q3	$23K	Buy	+298	New	+$23.6K	0.01%	180
2018 Q3	–	Sell	-1,934	Closed	-$156K	–	212
2018 Q2	$156K	Buy	+1,934	New	+$164K	0.07%	41

Other funds holding PM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Directions Investment Advisors's PM Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Philip Morris (PM) in Q4 2022: 218 shares worth $22.1K. The stake represents 0.01% of the portfolio and ranks #167 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in PM as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in PM in Q2 2018 and has held it in 13 quarters since. The position peaked at $597K in Q2 2022. 2,047 funds tracked by Wall St. Rank hold PM as of Q4 2022.

Capital Directions Investment Advisors held 218 shares of Philip Morris worth $22.1K as of Q4 2022.
Philip Morris was a new Capital Directions Investment Advisors position in Q4 2022.
Philip Morris made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #167 holding.
Capital Directions Investment Advisors first reported a position in Philip Morris in Q2 2018 and has held it in 13 quarters since.
Capital Directions Investment Advisors's Philip Morris position peaked at $597K in Q2 2022.
2,047 funds tracked by Wall St. Rank held Philip Morris as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.