Discovery Capital Management’s Philip Morris PM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-93,200	Closed	-$11.3M	–	91
2024 Q3	$11.3M	Sell	93,200 -115,400	-55%	-$14M	1.38%	24
2024 Q2	$21.1M	Buy	+208,600	New	+$21.1M	2.71%	15