Elgethun 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $843K | Buy |
4,626
+8
| +0.2% | +$1.46K | 0.17% | 62 |
|
|
2025
Q1 | $733K | Buy |
4,618
+349
| +8% | +$55.4K | 0.16% | 62 |
|
|
2024
Q4 | $514K | Buy |
4,269
+16
| +0.4% | +$1.93K | 0.12% | 79 |
|
|
2024
Q3 | $516K | Buy |
4,253
+18
| +0.4% | +$2.19K | 0.12% | 78 |
|
|
2024
Q2 | $429K | Buy |
4,235
+19
| +0.5% | +$1.93K | 0.11% | 82 |
|
|
2024
Q1 | $385K | Buy |
4,216
+1,168
| +38% | +$107K | 0.1% | 92 |
|
|
2023
Q4 | $287K | Buy |
3,048
+524
| +21% | +$49.3K | 0.08% | 98 |
|
|
2023
Q3 | $233K | Buy |
2,524
+1,217
| +93% | +$112K | 0.07% | 102 |
|
|
2023
Q2 | $128K | Buy |
+1,307
| New | +$128K | 0.04% | 138 |
|
|
2017
Q1 | – | Sell |
-666
| Closed | -$61K | – | 183 |
|
|
2016
Q4 | $61K | Buy |
+666
| New | +$61K | 0.05% | 122 |
|