Clear Creek Financial Management’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 | $1.68M | Sell |
9,235
-134
| -1% | -$24.4K | 0.16% | 146 |
|
|
2025
Q1 | $1.49M | Sell |
9,369
-432
| -4% | -$68.6K | 0.15% | 139 |
|
|
2024
Q4 | $1.18M | Buy |
9,801
+3
| +0% | +$361 | 0.13% | 161 |
|
|
2024
Q3 | $1.19M | Sell |
9,798
-1
| -0% | -$121 | 0.13% | 154 |
|
|
2024
Q2 | $993K | Buy |
9,799
+54
| +0.6% | +$5.47K | 0.12% | 156 |
|
|
2024
Q1 | $893K | Buy |
+9,745
| New | +$893K | 0.11% | 166 |
|
|
2023
Q4 | – | Sell |
-2,289
| Closed | -$212K | – | 365 |
|
|
2023
Q3 | $212K | Sell |
2,289
-171
| -7% | -$15.8K | 0.04% | 286 |
|
|
2023
Q2 | $240K | Buy |
2,460
+126
| +5% | +$12.3K | 0.04% | 274 |
|
|
2023
Q1 | $227K | Buy |
2,334
+83
| +4% | +$8.07K | 0.04% | 265 |
|
|
2022
Q4 | $228K | Sell |
2,251
-757
| -25% | -$76.6K | 0.05% | 247 |
|
|
2022
Q3 | $250K | Buy |
3,008
+27
| +0.9% | +$2.24K | 0.06% | 221 |
|
|
2022
Q2 | $294K | Buy |
+2,981
| New | +$294K | 0.06% | 217 |
|
|
2020
Q3 | – | Sell |
-3,374
| Closed | -$240K | – | 214 |
|
|
2020
Q2 | $240K | Buy |
+3,374
| New | +$240K | 0.06% | 206 |
|