CX Institutional’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 | $1.56M | Sell |
8,556
-337
| -4% | -$61.4K | 0.05% | 214 |
|
2025
Q1 | $1.41M | Buy |
8,893
+373
| +4% | +$59.2K | 0.05% | 235 |
|
2024
Q4 | $1.03M | Buy |
8,520
+958
| +13% | +$115K | 0.04% | 255 |
|
2024
Q3 | $918K | Buy |
7,562
+475
| +7% | +$57.7K | 0.04% | 299 |
|
2024
Q2 | $718K | Buy |
7,087
+138
| +2% | +$14K | 0.03% | 324 |
|
2024
Q1 | $637K | Sell |
6,949
-25,237
| -78% | -$2.31M | 0.03% | 336 |
|
2023
Q4 | $3.03M | Sell |
32,186
-5,751
| -15% | -$541K | 0.16% | 171 |
|
2023
Q3 | $3.51M | Buy |
37,937
+30,970
| +445% | +$2.87M | 0.19% | 131 |
|
2023
Q2 | $680K | Buy |
6,967
+2,888
| +71% | +$282K | 0.04% | 320 |
|
2023
Q1 | $399K | Sell |
4,079
-1,766
| -30% | -$173K | 0.02% | 368 |
|
2022
Q4 | $592K | Buy |
5,845
+3,096
| +113% | +$313K | 0.04% | 346 |
|
2022
Q3 | $228K | Sell |
2,749
-27,075
| -91% | -$2.25M | 0.02% | 430 |
|
2022
Q2 | $2.95M | Buy |
29,824
+1,453
| +5% | +$143K | 0.22% | 117 |
|
2022
Q1 | $2.67M | Buy |
28,371
+25,022
| +747% | +$2.35M | 0.21% | 125 |
|
2021
Q4 | $318K | Sell |
3,349
-358
| -10% | -$34K | 0.03% | 283 |
|
2021
Q3 | $351K | Buy |
3,707
+183
| +5% | +$17.3K | 0.03% | 298 |
|
2021
Q2 | $349K | Buy |
3,524
+935
| +36% | +$92.6K | 0.03% | 281 |
|
2021
Q1 | $230K | Buy |
2,589
+557
| +27% | +$49.5K | 0.02% | 292 |
|
2020
Q4 | $168K | Buy |
2,032
+294
| +17% | +$24.3K | 0.02% | 301 |
|
2020
Q3 | $130K | Buy |
1,738
+838
| +93% | +$62.7K | 0.01% | 290 |
|
2020
Q2 | $63K | Buy |
900
+809
| +889% | +$56.6K | 0.01% | 326 |
|
2020
Q1 | $7K | Sell |
91
-587
| -87% | -$45.2K | ﹤0.01% | 511 |
|
2019
Q4 | $58K | Buy |
678
+458
| +208% | +$39.2K | 0.01% | 272 |
|
2019
Q3 | $17K | Sell |
220
-190
| -46% | -$14.7K | ﹤0.01% | 394 |
|
2019
Q2 | $32K | Sell |
410
-37
| -8% | -$2.89K | 0.01% | 359 |
|
2019
Q1 | $40K | Buy |
447
+363
| +432% | +$32.5K | 0.01% | 339 |
|
2018
Q4 | $6K | Hold |
84
| – | – | ﹤0.01% | 386 |
|
2018
Q3 | $7K | Hold |
84
| – | – | ﹤0.01% | 278 |
|
2018
Q2 | $7K | Buy |
+84
| New | +$7K | ﹤0.01% | 254 |
|