Childress Capital 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 | $872K | Buy |
4,786
+912
| +24% | +$166K | 0.22% | 73 |
|
|
2025
Q1 | $615K | Buy |
3,874
+190
| +5% | +$30.2K | 0.18% | 82 |
|
|
2024
Q4 | $443K | Sell |
3,684
-22
| -0.6% | -$2.65K | 0.12% | 112 |
|
|
2024
Q3 | $450K | Sell |
3,706
-151
| -4% | -$18.3K | 0.12% | 124 |
|
|
2024
Q2 | $391K | Buy |
3,857
+230
| +6% | +$23.3K | 0.11% | 127 |
|
|
2024
Q1 | $332K | Buy |
3,627
+50
| +1% | +$4.58K | 0.1% | 138 |
|
|
2023
Q4 | $337K | Sell |
3,577
-1,513
| -30% | -$142K | 0.1% | 124 |
|
|
2023
Q3 | $471K | Buy |
+5,090
| New | +$471K | 0.15% | 89 |
|
|
2023
Q1 | – | Sell |
-5,518
| Closed | -$558K | – | 150 |
|
|
2022
Q4 | $558K | Sell |
5,518
-714
| -11% | -$72.3K | 0.19% | 80 |
|
|
2022
Q3 | $525K | Buy |
6,232
+575
| +10% | +$48.4K | 0.2% | 79 |
|
|
2022
Q2 | $559K | Buy |
5,657
+451
| +9% | +$44.6K | 0.22% | 76 |
|
|
2022
Q1 | $488K | Buy |
5,206
+314
| +6% | +$29.4K | 0.17% | 100 |
|
|
2021
Q4 | $465K | Buy |
4,892
+355
| +8% | +$33.7K | 0.19% | 94 |
|
|
2021
Q3 | $425K | Buy |
4,537
+874
| +24% | +$81.9K | 0.17% | 108 |
|
|
2021
Q2 | $363K | Sell |
3,663
-1,467
| -29% | -$145K | 0.17% | 105 |
|
|
2021
Q1 | $455K | Buy |
5,130
+1,857
| +57% | +$165K | 0.21% | 93 |
|
|
2020
Q4 | $271K | Buy |
+3,273
| New | +$271K | 0.16% | 78 |
|