Disciplined Equity Management’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 | $43.3K | Hold |
250
| – | – | 0.03% | 52 |
|
|
2025
Q1 | $38.8K | Sell |
250
-9,960
| -98% | -$1.54M | 0.03% | 52 |
|
|
2024
Q4 | $1.23M | Hold |
10,210
| – | – | 0.8% | 22 |
|
|
2024
Q3 | $1.24M | Sell |
10,210
-280
| -3% | -$34K | 0.78% | 19 |
|
|
2024
Q2 | $1.06M | Hold |
10,490
| – | – | 0.7% | 22 |
|
|
2024
Q1 | $961K | Buy |
10,490
+10
| +0.1% | +$916 | 0.64% | 29 |
|
|
2023
Q4 | $986K | Buy |
10,480
+400
| +4% | +$37.6K | 0.68% | 28 |
|
|
2023
Q3 | $933K | Hold |
10,080
| – | – | 0.78% | 26 |
|
|
2023
Q2 | $984K | Hold |
10,080
| – | – | 0.8% | 23 |
|
|
2023
Q1 | $980K | Buy |
10,080
+50
| +0.5% | +$4.86K | 0.83% | 21 |
|
|
2022
Q4 | $1.02M | Hold |
10,030
| – | – | 0.9% | 19 |
|
|
2022
Q3 | $833K | Sell |
10,030
-110
| -1% | -$9.14K | 0.82% | 23 |
|
|
2022
Q2 | $1M | Buy |
10,140
+190
| +2% | +$18.8K | 0.91% | 18 |
|
|
2022
Q1 | $935K | Sell |
9,950
-510
| -5% | -$47.9K | 0.94% | 23 |
|
|
2021
Q4 | $994K | Buy |
+10,460
| New | +$994K | 0.96% | 20 |
|