Clearwater 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 | $457K | Sell |
2,511
-1,228
| -33% | -$224K | 0.04% | 114 |
|
|
2025
Q1 | $593K | Sell |
3,739
-640
| -15% | -$102K | 0.06% | 99 |
|
|
2024
Q4 | $527K | Hold |
4,379
| – | – | 0.05% | 103 |
|
|
2024
Q3 | $532K | Buy |
+4,379
| New | +$532K | 0.05% | 107 |
|
|
2018
Q2 | – | Sell |
-1,284
| Closed | -$128K | – | 463 |
|
|
2018
Q1 | $128K | Buy |
+1,284
| New | +$128K | 0.03% | 214 |
|