Cohen Investment 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 | $746K | Sell |
4,094
-236
| -5% | -$43K | 0.39% | 45 |
|
|
2025
Q1 | $687K | Sell |
4,330
-133
| -3% | -$21.1K | 0.4% | 45 |
|
|
2024
Q4 | $537K | Buy |
4,463
+77
| +2% | +$9.27K | 0.32% | 52 |
|
|
2024
Q3 | $532K | Sell |
4,386
-1,004
| -19% | -$122K | 0.33% | 51 |
|
|
2024
Q2 | $499K | Buy |
5,390
+656
| +14% | +$60.7K | 0.4% | 50 |
|
|
2024
Q1 | $434K | Sell |
4,734
-200
| -4% | -$18.3K | 0.28% | 55 |
|
|
2023
Q4 | $464K | Sell |
4,934
-456
| -8% | -$42.9K | 0.34% | 52 |
|
|
2023
Q3 | $499K | Sell |
5,390
-408
| -7% | -$37.8K | 0.4% | 50 |
|
|
2023
Q2 | $566K | Sell |
5,798
-252
| -4% | -$24.6K | 0.46% | 51 |
|
|
2023
Q1 | $588K | Buy |
6,050
+380
| +7% | +$37K | 0.47% | 49 |
|
|
2022
Q4 | $574K | Buy |
5,670
+208
| +4% | +$21.1K | 0.48% | 49 |
|
|
2022
Q3 | $453K | Buy |
5,462
+74
| +1% | +$6.14K | 0.42% | 53 |
|
|
2022
Q2 | $532K | Sell |
5,388
-46
| -0.8% | -$4.54K | 0.46% | 50 |
|
|
2022
Q1 | $510K | Buy |
5,434
+59
| +1% | +$5.54K | 0.38% | 56 |
|
|
2021
Q4 | $511K | Sell |
5,375
-1
| -0% | -$95 | 0.36% | 53 |
|
|
2021
Q3 | $510K | Sell |
5,376
-5
| -0.1% | -$474 | 0.39% | 53 |
|
|
2021
Q2 | $533K | Buy |
5,381
+11
| +0.2% | +$1.09K | 0.41% | 50 |
|
|
2021
Q1 | $477K | Sell |
5,370
-40
| -0.7% | -$3.55K | 0.39% | 48 |
|
|
2020
Q4 | $448K | Buy |
+5,410
| New | +$448K | 0.4% | 50 |
|