DA
DCM Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Buy |
24,441
+1,896
| +8% | +$345K | 1.91% | 22 |
|
|
2025
Q1 | $3.57M | Sell |
22,545
-56
| -0.2% | -$8.88K | 1.91% | 22 |
|
|
2024
Q4 | $2.72M | Buy |
22,601
+56
| +0.2% | +$6.74K | 1.28% | 24 |
|
|
2024
Q3 | $2.74M | Hold |
22,545
| – | – | 1.38% | 25 |
|
|
2024
Q2 | $2.28M | Sell |
22,545
-1,631
| -7% | -$165K | 1.21% | 27 |
|
|
2024
Q1 | $2.22M | Hold |
24,176
| – | – | 0.91% | 32 |
|
|
2023
Q4 | $2.27M | Buy |
24,176
+3,872
| +19% | +$364K | 0.82% | 32 |
|
|
2023
Q3 | $1.88M | Sell |
20,304
-13
| -0.1% | -$1.2K | 0.85% | 34 |
|
|
2023
Q2 | $1.98M | Sell |
20,317
-15
| -0.1% | -$1.46K | 0.85% | 34 |
|
|
2023
Q1 | $1.98M | Sell |
20,332
-70
| -0.3% | -$6.81K | 0.92% | 34 |
|
|
2022
Q4 | $2.06M | Buy |
20,402
+12,298
| +152% | +$1.24M | 1% | 34 |
|
|
2022
Q3 | $673K | Sell |
8,104
-1,123
| -12% | -$93.2K | 0.34% | 76 |
|
|
2022
Q2 | $911K | Sell |
9,227
-5,009
| -35% | -$495K | 0.39% | 64 |
|
|
2022
Q1 | $1.34M | Buy |
14,236
+589
| +4% | +$55.3K | 0.47% | 59 |
|
|
2021
Q4 | $1.3M | Sell |
13,647
-13,381
| -50% | -$1.27M | 0.38% | 63 |
|
|
2021
Q3 | $2.56M | Buy |
27,028
+12,037
| +80% | +$1.14M | 0.99% | 15 |
|
|
2021
Q2 | $1.49M | Buy |
14,991
+1,395
| +10% | +$138K | 0.84% | 25 |
|
|
2021
Q1 | $1.21M | Buy |
+13,596
| New | +$1.21M | 0.7% | 43 |
|