Coppell Advisory Solutions’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 | $297K | Sell |
1,641
-17,096
| -91% | -$3.09M | 0.04% | 301 |
|
2025
Q1 | $446K | Buy |
18,737
+17,524
| +1,445% | +$417K | 0.06% | 223 |
|
2024
Q4 | $146K | Sell |
1,213
-8
| -0.7% | -$960 | 0.02% | 338 |
|
2024
Q3 | $147K | Sell |
1,221
-415
| -25% | -$50K | 0.02% | 335 |
|
2024
Q2 | $166K | Buy |
+1,636
| New | +$166K | 0.03% | 294 |
|
2023
Q4 | $143K | Buy |
1,525
+1,354
| +792% | +$127K | 0.03% | 305 |
|
2023
Q3 | $17.3K | Sell |
171
-273
| -61% | -$27.6K | 0.01% | 514 |
|
2023
Q2 | $43.4K | Buy |
+444
| New | +$43.4K | 0.01% | 428 |
|
2023
Q1 | – | Sell |
-236
| Closed | -$23.9K | – | 829 |
|
2022
Q4 | $23.9K | Buy |
+236
| New | +$23.9K | 0.01% | 472 |
|