Charter Oak Capital Management’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
Q3 | $227K | Buy |
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|
2025
Q2 | $237K | Hold |
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|
2025
Q1 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $332K | Hold |
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|
2022
Q1 | $316K | Hold |
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|
2021
Q4 | $319K | Hold |
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|
2021
Q3 | $318K | Hold |
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|
2021
Q2 | $333K | Sell |
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|
2021
Q1 | $301K | Hold |
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|
2020
Q4 | $281K | Buy |
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