CSM 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 | $4.5M | Buy |
24,714
+1,400
| +6% | +$255K | 0.13% | 191 |
|
|
2025
Q1 | $3.7M | Sell |
23,314
-900
| -4% | -$143K | 0.2% | 78 |
|
|
2024
Q4 | $2.91M | Sell |
24,214
-325
| -1% | -$39.1K | 0.14% | 85 |
|
|
2024
Q3 | $2.98M | Buy |
24,539
+310
| +1% | +$37.6K | 0.19% | 88 |
|
|
2024
Q2 | $2.46M | Buy |
24,229
+13
| +0.1% | +$1.32K | 0.17% | 84 |
|
|
2024
Q1 | $2.22M | Sell |
24,216
-66,275
| -73% | -$6.06M | 0.15% | 92 |
|
|
2023
Q4 | $8.51M | Sell |
90,491
-139
| -0.2% | -$13.1K | 0.61% | 51 |
|
|
2023
Q3 | $8.39M | Sell |
90,630
-1,605
| -2% | -$149K | 0.73% | 40 |
|
|
2023
Q2 | $9M | Sell |
92,235
-1,095
| -1% | -$107K | 0.68% | 42 |
|
|
2023
Q1 | $9.08M | Buy |
93,330
+8,050
| +9% | +$783K | 0.78% | 40 |
|
|
2022
Q4 | $8.63M | Buy |
85,280
+540
| +0.6% | +$54.6K | 0.82% | 35 |
|
|
2022
Q3 | $7.04M | Sell |
84,740
-11,515
| -12% | -$956K | 0.77% | 37 |
|
|
2022
Q2 | $9.5M | Sell |
96,255
-160
| -0.2% | -$15.8K | 0.87% | 32 |
|
|
2022
Q1 | $9.06M | Sell |
96,415
-15,410
| -14% | -$1.45M | 0.62% | 48 |
|
|
2021
Q4 | $10.6M | Sell |
111,825
-130
| -0.1% | -$12.4K | 0.7% | 45 |
|
|
2021
Q3 | $10.6M | Buy |
111,955
+900
| +0.8% | +$85.3K | 0.78% | 39 |
|
|
2021
Q2 | $11M | Sell |
111,055
-7,790
| -7% | -$772K | 0.73% | 41 |
|
|
2021
Q1 | $10.5M | Buy |
+118,845
| New | +$10.5M | 1.48% | 28 |
|