Central Valley 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 | $267K | Hold |
1,466
| – | – | 0.09% | 122 |
|
|
2025
Q1 | $233K | Buy |
+1,466
| New | +$233K | 0.09% | 114 |
|
|
2024
Q3 | – | Sell |
-2,001
| Closed | -$240K | – | 161 |
|
|
2024
Q2 | $240K | Sell |
2,001
-300
| -13% | -$35.9K | 0.1% | 124 |
|
|
2024
Q1 | $211K | Sell |
2,301
-17
| -0.7% | -$1.56K | 0.11% | 145 |
|
|
2023
Q4 | $218K | Buy |
+2,318
| New | +$218K | 0.13% | 129 |
|