Eastover Investment Advisors’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 | $318K | Hold |
1,745
| – | – | 0.14% | 38 |
|
2025
Q1 | $277K | Sell |
1,745
-105
| -6% | -$16.7K | 0.13% | 43 |
|
2024
Q4 | $223K | Buy |
1,850
+30
| +2% | +$3.61K | 0.1% | 46 |
|
2024
Q3 | $221K | Buy |
+1,820
| New | +$221K | 0.1% | 45 |
|
2023
Q1 | – | Sell |
-1,980
| Closed | -$200K | – | 49 |
|
2022
Q4 | $200K | Buy |
+1,980
| New | +$200K | 0.11% | 47 |
|
2022
Q2 | – | Sell |
-2,150
| Closed | -$202K | – | 49 |
|
2022
Q1 | $202K | Buy |
+2,150
| New | +$202K | 0.11% | 51 |
|
2021
Q2 | – | Sell |
-2,525
| Closed | -$224K | – | 46 |
|
2021
Q1 | $224K | Sell |
2,525
-75
| -3% | -$6.65K | 0.16% | 44 |
|
2020
Q4 | $215K | Buy |
+2,600
| New | +$215K | 0.15% | 52 |
|