CAM
Cobblestone Asset Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Hold |
11,191
| – | – | 1.07% | 21 |
|
|
2025
Q1 | $1.78M | Hold |
11,191
| – | – | 1.04% | 26 |
|
|
2024
Q4 | $1.35M | Hold |
11,191
| – | – | 0.88% | 26 |
|
|
2024
Q3 | $1.36M | Hold |
11,191
| – | – | 0.82% | 21 |
|
|
2024
Q2 | $1.13M | Sell |
11,191
-400
| -3% | -$40.5K | 0.73% | 22 |
|
|
2024
Q1 | $1.06M | Hold |
11,591
| – | – | 0.72% | 23 |
|
|
2023
Q4 | $1.09M | Hold |
11,591
| – | – | 0.8% | 20 |
|
|
2023
Q3 | $1.07M | Buy |
+11,591
| New | +$1.07M | 0.88% | 23 |
|