Citadel Investment Advisory’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 | $7.21M | Sell |
39,580
-1,811
| -4% | -$330K | 3.49% | 5 |
|
|
2025
Q1 | $6.57M | Hold |
41,391
| – | – | 3.22% | 4 |
|
|
2024
Q4 | $4.98M | Sell |
41,391
-100
| -0.2% | -$12K | 2.58% | 6 |
|
|
2024
Q3 | $5.04M | Buy |
41,491
+490
| +1% | +$59.5K | 2.65% | 6 |
|
|
2024
Q2 | $4.16M | Hold |
41,001
| – | – | 2.36% | 6 |
|
|
2024
Q1 | $3.76M | Hold |
41,001
| – | – | 2.12% | 7 |
|
|
2023
Q4 | $3.86M | Hold |
41,001
| – | – | 2.36% | 6 |
|
|
2023
Q3 | $3.8M | Hold |
41,001
| – | – | 2.49% | 6 |
|
|
2023
Q2 | $4M | Buy |
41,001
+225
| +0.6% | +$22K | 2.59% | 6 |
|
|
2023
Q1 | $3.97M | Buy |
40,776
+200
| +0.5% | +$19.4K | 2.7% | 5 |
|
|
2022
Q4 | $4.11M | Sell |
40,576
-275
| -0.7% | -$27.8K | 2.81% | 5 |
|
|
2022
Q3 | $3.39M | Buy |
40,851
+350
| +0.9% | +$29.1K | 2.59% | 7 |
|
|
2022
Q2 | $4M | Sell |
40,501
-1,120
| -3% | -$111K | 2.71% | 6 |
|
|
2022
Q1 | $3.91M | Sell |
41,621
-545
| -1% | -$51.2K | 2.27% | 8 |
|
|
2021
Q4 | $4.01M | Sell |
42,166
-50
| -0.1% | -$4.75K | 2.34% | 9 |
|
|
2021
Q3 | $4M | Hold |
42,216
| – | – | 2.48% | 9 |
|
|
2021
Q2 | $4.18M | Hold |
42,216
| – | – | 2.59% | 7 |
|
|
2021
Q1 | $3.75M | Hold |
42,216
| – | – | 2.45% | 8 |
|
|
2020
Q4 | $3.5M | Buy |
+42,216
| New | +$3.5M | 2.5% | 7 |
|