CVA Family Office’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 | $1.55M | Buy |
8,529
+161
| +2% | +$29.3K | 0.22% | 77 |
|
|
2025
Q1 | $1.33M | Buy |
8,368
+345
| +4% | +$54.8K | 0.2% | 79 |
|
|
2024
Q4 | $966K | Buy |
8,023
+366
| +5% | +$44.1K | 0.15% | 91 |
|
|
2024
Q3 | $930K | Sell |
7,657
-23
| -0.3% | -$2.79K | 0.15% | 96 |
|
|
2024
Q2 | $778K | Sell |
7,680
-71
| -0.9% | -$7.2K | 0.14% | 104 |
|
|
2024
Q1 | $710K | Sell |
7,751
-195
| -2% | -$17.9K | 0.13% | 111 |
|
|
2023
Q4 | $748K | Buy |
7,946
+30
| +0.4% | +$2.82K | 0.15% | 101 |
|
|
2023
Q3 | $733K | Buy |
7,916
+695
| +10% | +$64.3K | 0.17% | 100 |
|
|
2023
Q2 | $705K | Sell |
7,221
-700
| -9% | -$68.3K | 0.15% | 97 |
|
|
2023
Q1 | $770K | Sell |
7,921
-315
| -4% | -$30.6K | 0.17% | 88 |
|
|
2022
Q4 | $834K | Sell |
8,236
-175
| -2% | -$17.7K | 0.2% | 81 |
|
|
2022
Q3 | $698K | Buy |
8,411
+2,375
| +39% | +$197K | 0.19% | 88 |
|
|
2022
Q2 | $596K | Buy |
6,036
+730
| +14% | +$72.1K | 0.16% | 92 |
|
|
2022
Q1 | $498K | Buy |
5,306
+770
| +17% | +$72.3K | 0.12% | 102 |
|
|
2021
Q4 | $431K | Buy |
4,536
+87
| +2% | +$8.27K | 0.11% | 106 |
|
|
2021
Q3 | $334K | Sell |
4,449
-1,007
| -18% | -$75.6K | 0.24% | 68 |
|
|
2021
Q2 | $541K | Buy |
5,456
+960
| +21% | +$95.2K | 0.15% | 89 |
|
|
2021
Q1 | $399K | Buy |
4,496
+547
| +14% | +$48.5K | 0.15% | 85 |
|
|
2020
Q4 | $327K | Sell |
3,949
-500
| -11% | -$41.4K | 0.2% | 76 |
|
|
2020
Q3 | $334K | Buy |
4,449
+555
| +14% | +$41.7K | 0.24% | 68 |
|
|
2020
Q2 | $273K | Buy |
3,894
+2,944
| +310% | +$206K | 0.22% | 68 |
|
|
2020
Q1 | $69K | Buy |
+950
| New | +$69K | 0.07% | 120 |
|