Cardiff Park Advisors’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 | $2.41M | Buy |
13,249
+87
| +0.7% | +$15.8K | 0.21% | 61 |
|
|
2025
Q1 | $2.09M | Buy |
13,162
+2,409
| +22% | +$382K | 0.2% | 62 |
|
|
2024
Q4 | $1.29M | Sell |
10,753
-2,923
| -21% | -$352K | 0.12% | 84 |
|
|
2024
Q3 | $1.66M | Buy |
13,676
+62
| +0.5% | +$7.53K | 0.15% | 71 |
|
|
2024
Q2 | $1.38M | Buy |
13,614
+54
| +0.4% | +$5.47K | 0.13% | 79 |
|
|
2024
Q1 | $1.24M | Buy |
13,560
+53
| +0.4% | +$4.86K | 0.12% | 85 |
|
|
2023
Q4 | $1.27M | Sell |
13,507
-171
| -1% | -$16.1K | 0.14% | 74 |
|
|
2023
Q3 | $1.27M | Buy |
13,678
+448
| +3% | +$41.5K | 0.16% | 71 |
|
|
2023
Q2 | $1.29M | Buy |
13,230
+242
| +2% | +$23.6K | 0.16% | 75 |
|
|
2023
Q1 | $1.26M | Buy |
12,988
+113
| +0.9% | +$11K | 0.17% | 73 |
|
|
2022
Q4 | $1.3M | Buy |
12,875
+2,391
| +23% | +$242K | 0.18% | 71 |
|
|
2022
Q3 | $870K | Buy |
10,484
+91
| +0.9% | +$7.55K | 0.14% | 93 |
|
|
2022
Q2 | $1.03M | Buy |
10,393
+41
| +0.4% | +$4.05K | 0.16% | 77 |
|
|
2022
Q1 | $972K | Buy |
10,352
+84
| +0.8% | +$7.89K | 0.14% | 76 |
|
|
2021
Q4 | $975K | Buy |
+10,268
| New | +$975K | 0.13% | 76 |
|