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