Ethic Inc’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 | $6.77M | Buy |
37,406
+4,350
| +13% | +$787K | 0.12% | 173 |
|
|
2025
Q1 | $5.23M | Buy |
33,056
+7,394
| +29% | +$1.17M | 0.11% | 210 |
|
|
2024
Q4 | $3.09M | Buy |
25,662
+7,426
| +41% | +$894K | 0.06% | 310 |
|
|
2024
Q3 | $1.67M | Sell |
18,236
-2,493
| -12% | -$228K | 0.04% | 433 |
|
|
2024
Q2 | $2.1M | Buy |
20,729
+2,493
| +14% | +$253K | 0.05% | 378 |
|
|
2024
Q1 | $1.67M | Buy |
18,236
+5,404
| +42% | +$495K | 0.04% | 434 |
|
|
2023
Q4 | $1.21M | Sell |
12,832
-1,996
| -13% | -$188K | 0.04% | 484 |
|
|
2023
Q3 | $1.37M | Buy |
14,828
+85
| +0.6% | +$7.87K | 0.05% | 394 |
|
|
2023
Q2 | $1.44M | Buy |
14,743
+451
| +3% | +$44K | 0.05% | 372 |
|
|
2023
Q1 | $1.39M | Sell |
14,292
-348
| -2% | -$33.8K | 0.06% | 359 |
|
|
2022
Q4 | $1.48M | Sell |
14,640
-8,142
| -36% | -$824K | 0.08% | 296 |
|
|
2022
Q3 | $1.89M | Buy |
22,782
+1,967
| +9% | +$163K | 0.13% | 200 |
|
|
2022
Q2 | $2.06M | Buy |
20,815
+11,163
| +116% | +$1.1M | 0.14% | 175 |
|
|
2022
Q1 | $907K | Buy |
+9,652
| New | +$907K | 0.06% | 328 |
|