Capital Planning’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 | – | Sell |
-2,400
| Closed | -$384K | – | 96 |
|
|
2025
Q1 | $384K | Sell |
2,400
-213
| -8% | -$34.1K | 0.11% | 73 |
|
|
2024
Q4 | $318K | Buy |
2,613
+173
| +7% | +$21.1K | 0.08% | 75 |
|
|
2024
Q3 | $300K | Buy |
2,440
+40
| +2% | +$4.91K | 0.08% | 74 |
|
|
2024
Q2 | $246K | Hold |
2,400
| – | – | 0.07% | 75 |
|
|
2024
Q1 | $223K | Buy |
+2,400
| New | +$223K | 0.07% | 79 |
|