Court Place 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 | $327K | Hold |
1,795
| – | – | 0.1% | 117 |
|
|
2025
Q1 | $285K | Hold |
1,795
| – | – | 0.09% | 127 |
|
|
2024
Q4 | $216K | Hold |
1,795
| – | – | 0.07% | 141 |
|
|
2024
Q3 | $218K | Buy |
+1,795
| New | +$218K | 0.06% | 158 |
|
|
2019
Q2 | – | Sell |
-2,312
| Closed | -$204K | – | 184 |
|
|
2019
Q1 | $204K | Buy |
+2,312
| New | +$204K | 0.08% | 172 |
|
|
2018
Q2 | – | Sell |
-2,307
| Closed | -$229K | – | 177 |
|
|
2018
Q1 | $229K | Buy |
+2,307
| New | +$229K | 0.1% | 153 |
|
|
2017
Q4 | – | Sell |
-1,857
| Closed | -$206K | – | 171 |
|
|
2017
Q3 | $206K | Buy |
1,857
+30
| +2% | +$3.33K | 0.09% | 161 |
|
|
2017
Q2 | $215K | Hold |
1,827
| – | – | 0.1% | 152 |
|
|
2017
Q1 | $206K | Buy |
+1,827
| New | +$206K | 0.1% | 150 |
|