Delta Financial Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $708K | Buy |
4,672
+13
| +0.3% | +$1.97K | 0.16% | 106 |
|
2024
Q4 | $561K | Buy |
+4,659
| New | +$561K | 0.13% | 119 |
|
2024
Q2 | – | Sell |
-4,916
| Closed | -$450K | – | 202 |
|
2024
Q1 | $450K | Buy |
4,916
+56
| +1% | +$5.13K | 0.13% | 130 |
|
2023
Q4 | $457K | Buy |
4,860
+267
| +6% | +$25.1K | 0.14% | 114 |
|
2023
Q3 | $425K | Buy |
+4,593
| New | +$425K | 0.15% | 115 |
|
2023
Q2 | – | Sell |
-4,752
| Closed | -$462K | – | 166 |
|
2023
Q1 | $462K | Sell |
4,752
-41
| -0.9% | -$3.99K | 0.18% | 97 |
|
2022
Q4 | $492K | Buy |
+4,793
| New | +$492K | 0.22% | 86 |
|