Compton Financial Group’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 | $561K | Hold |
3,081
| – | – | 0.15% | 27 |
|
|
2025
Q1 | $489K | Sell |
3,081
-195
| -6% | -$31K | 0.14% | 31 |
|
|
2024
Q4 | $394K | Hold |
3,276
| – | – | 0.12% | 22 |
|
|
2024
Q3 | $398K | Sell |
3,276
-1,350
| -29% | -$164K | 0.12% | 22 |
|
|
2024
Q2 | $469K | Sell |
4,626
-133
| -3% | -$13.5K | 0.15% | 17 |
|
|
2024
Q1 | $436K | Hold |
4,759
| – | – | 0.15% | 18 |
|
|
2023
Q4 | $448K | Hold |
4,759
| – | – | 0.16% | 16 |
|
|
2023
Q3 | $441K | Hold |
4,759
| – | – | 0.17% | 18 |
|
|
2023
Q2 | $465K | Sell |
4,759
-2,434
| -34% | -$238K | 0.18% | 19 |
|
|
2023
Q1 | $700K | Buy |
7,193
+133
| +2% | +$12.9K | 0.28% | 15 |
|
|
2022
Q4 | $715K | Hold |
7,060
| – | – | 0.3% | 15 |
|
|
2022
Q3 | $586K | Hold |
7,060
| – | – | 0.27% | 14 |
|
|
2022
Q2 | $697K | Hold |
7,060
| – | – | 0.31% | 14 |
|
|
2022
Q1 | $663K | Hold |
7,060
| – | – | 0.27% | 14 |
|
|
2021
Q4 | $671K | Hold |
7,060
| – | – | 0.27% | 11 |
|
|
2021
Q3 | $669K | Hold |
7,060
| – | – | 0.29% | 12 |
|
|
2021
Q2 | $700K | Hold |
7,060
| – | – | 0.3% | 11 |
|
|
2021
Q1 | $627K | Hold |
7,060
| – | – | 0.29% | 11 |
|
|
2020
Q4 | $607K | Buy |
+7,060
| New | +$607K | 0.29% | 12 |
|