CD
Chapin Davis’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46M | Buy |
35,447
+12,151
| +52% | +$2.21M | 1.78% | 12 |
|
|
2025
Q1 | $3.7M | Buy |
23,296
+21,571
| +1,250% | +$3.42M | 1.26% | 17 |
|
|
2024
Q4 | $209K | Hold |
1,725
| – | – | 0.07% | 213 |
|
|
2024
Q3 | $209K | Buy |
+1,725
| New | +$209K | 0.07% | 214 |
|
|
2023
Q3 | – | Sell |
-2,252
| Closed | -$220K | – | 223 |
|
|
2023
Q2 | $220K | Hold |
2,252
| – | – | 0.1% | 182 |
|
|
2023
Q1 | $219K | Buy |
+2,252
| New | +$219K | 0.11% | 182 |
|