CIA
Concurrent Investment Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.11M | Buy |
50,012
+526
| +1% | +$95.8K | 0.18% | 125 |
|
|
2025
Q1 | $7.85M | Buy |
49,486
+19,032
| +62% | +$3.02M | 0.19% | 117 |
|
|
2024
Q4 | $3.67M | Buy |
30,454
+1,033
| +4% | +$124K | 0.1% | 209 |
|
|
2024
Q3 | $3.57M | Sell |
29,421
-475
| -2% | -$57.7K | 0.11% | 202 |
|
|
2024
Q2 | $3.03M | Buy |
29,896
+7,888
| +36% | +$799K | 0.1% | 206 |
|
|
2024
Q1 | $2.02M | Sell |
22,008
-862
| -4% | -$79K | 0.08% | 241 |
|
|
2023
Q4 | $2.15M | Buy |
+22,870
| New | +$2.15M | 0.1% | 218 |
|