Corient Private Wealth’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 | $89.3M | Buy |
490,589
+5,680
| +1% | +$1.03M | 0.09% | 184 |
|
|
2025
Q1 | $77M | Sell |
484,909
-10,459
| -2% | -$1.66M | 0.13% | 172 |
|
|
2024
Q4 | $59.2M | Sell |
495,368
-75,024
| -13% | -$8.97M | 0.1% | 199 |
|
|
2024
Q3 | $69.2M | Buy |
570,392
+63,800
| +13% | +$7.75M | 0.11% | 188 |
|
|
2024
Q2 | $51.3M | Buy |
506,592
+18,139
| +4% | +$1.84M | 0.09% | 221 |
|
|
2024
Q1 | $44.8M | Sell |
488,453
-10,745
| -2% | -$984K | 0.08% | 238 |
|
|
2023
Q4 | $47M | Sell |
499,198
-39,878
| -7% | -$3.75M | 0.09% | 224 |
|
|
2023
Q3 | $49.9M | Buy |
539,076
+12,867
| +2% | +$1.19M | 0.11% | 187 |
|
|
2023
Q2 | $51.4M | Buy |
526,209
+166,385
| +46% | +$16.2M | 0.12% | 180 |
|
|
2023
Q1 | $35M | Buy |
359,824
+49,916
| +16% | +$4.85M | 0.09% | 210 |
|
|
2022
Q4 | $31.4M | Buy |
+309,908
| New | +$31.4M | 0.11% | 198 |
|