Capital Planning Advisors’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 | $653K | Buy |
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|
2025
Q1 | $569K | Buy |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $863K | Buy |
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|
2024
Q2 | $659K | Sell |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $615K | Sell |
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|
2023
Q3 | $629K | Buy |
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|
2023
Q2 | $662K | Buy |
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|
2023
Q1 | $654K | Buy |
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|
2022
Q4 | $678K | Sell |
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|
2022
Q3 | $574K | Buy |
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|
2022
Q2 | $681K | Buy |
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|
2022
Q1 | $645K | Buy |
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|
2021
Q4 | $651K | Buy |
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|
2021
Q3 | $633K | Buy |
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|
2021
Q2 | $660K | Sell |
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|
2021
Q1 | $609K | Hold |
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|
2020
Q4 | $568K | Buy |
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|
2020
Q3 | $502K | Sell |
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|
2020
Q2 | $470K | Sell |
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|
2020
Q1 | $530K | Buy |
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|
2019
Q4 | $570K | Hold |
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|
2019
Q3 | $509K | Sell |
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|
2019
Q2 | $656K | Sell |
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|
2019
Q1 | $844K | Sell |
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|
2018
Q4 | $692K | Sell |
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|
2018
Q3 | $877K | Buy |
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|
2018
Q2 | $312K | Sell |
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|
2018
Q1 | $2.23M | Sell |
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|
2017
Q4 | $3.53M | Sell |
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|
2017
Q3 | $4.19M | Sell |
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|
2017
Q2 | $4.83M | Sell |
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|
2017
Q1 | $5.15M | Sell |
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|
2016
Q4 | $4.91M | Buy |
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|
2016
Q3 | $4.54M | Sell |
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|
2016
Q2 | $4.89M | Sell |
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|
2016
Q1 | $4.75M | Buy |
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|
2015
Q4 | $4.22M | Buy |
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|
2015
Q3 | $3.34M | Buy |
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|
2015
Q2 | $3.04M | Buy |
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|
2015
Q1 | $2.49M | Buy |
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|
2014
Q4 | $2.16M | Buy |
|