Evergreen 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 | $2.78M | Buy |
15,174
+526
| +4% | +$96.5K | 0.08% | 226 |
|
|
2025
Q1 | $2.34M | Buy |
14,648
+896
| +7% | +$143K | 0.08% | 233 |
|
|
2024
Q4 | $1.67M | Sell |
13,752
-272
| -2% | -$33.1K | 0.05% | 277 |
|
|
2024
Q3 | $1.72M | Buy |
14,024
+6,033
| +75% | +$741K | 0.06% | 271 |
|
|
2024
Q2 | $820K | Sell |
7,991
-2,414
| -23% | -$248K | 0.03% | 345 |
|
|
2024
Q1 | $967K | Sell |
10,405
-4,089
| -28% | -$380K | 0.04% | 296 |
|
|
2023
Q4 | $1.38M | Buy |
14,494
+4,015
| +38% | +$383K | 0.06% | 261 |
|
|
2023
Q3 | $984K | Sell |
10,479
-279
| -3% | -$26.2K | 0.04% | 286 |
|
|
2023
Q2 | $1.06M | Buy |
10,758
+1,971
| +22% | +$195K | 0.04% | 283 |
|
|
2023
Q1 | $866K | Sell |
8,787
-151
| -2% | -$14.9K | 0.04% | 290 |
|
|
2022
Q4 | $915K | Buy |
8,938
+589
| +7% | +$60.3K | 0.04% | 288 |
|
|
2022
Q3 | $704K | Buy |
8,349
+1,946
| +30% | +$164K | 0.04% | 294 |
|
|
2022
Q2 | $642K | Buy |
6,403
+840
| +15% | +$84.2K | 0.03% | 301 |
|
|
2022
Q1 | $523K | Buy |
5,563
+995
| +22% | +$93.5K | 0.02% | 367 |
|
|
2021
Q4 | $434K | Sell |
4,568
-598
| -12% | -$56.8K | 0.02% | 396 |
|
|
2021
Q3 | $490K | Buy |
5,166
+1,681
| +48% | +$159K | 0.02% | 354 |
|
|
2021
Q2 | $345K | Sell |
3,485
-1,576
| -31% | -$156K | 0.02% | 389 |
|
|
2021
Q1 | $449K | Buy |
5,061
+2,331
| +85% | +$207K | 0.02% | 332 |
|
|
2020
Q4 | $226K | Sell |
2,730
-1,280
| -32% | -$106K | 0.01% | 397 |
|
|
2020
Q3 | $301K | Buy |
+4,010
| New | +$301K | 0.02% | 324 |
|
|
2020
Q2 | – | Sell |
-3,282
| Closed | -$239K | – | 417 |
|
|
2020
Q1 | $239K | Sell |
3,282
-227
| -6% | -$16.5K | 0.02% | 304 |
|
|
2019
Q4 | $299K | Buy |
3,509
+28
| +0.8% | +$2.39K | 0.02% | 353 |
|
|
2019
Q3 | $264K | Sell |
3,481
-1,204
| -26% | -$91.3K | 0.02% | 327 |
|
|
2019
Q2 | $368K | Buy |
4,685
+1,219
| +35% | +$95.8K | 0.04% | 272 |
|
|
2019
Q1 | $306K | Buy |
3,466
+124
| +4% | +$10.9K | 0.03% | 285 |
|
|
2018
Q4 | $223K | Sell |
3,342
-1,329
| -28% | -$88.7K | 0.02% | 325 |
|
|
2018
Q3 | $381K | Buy |
4,671
+1,573
| +51% | +$128K | 0.03% | 245 |
|
|
2018
Q2 | $250K | Sell |
3,098
-194
| -6% | -$15.7K | 0.02% | 306 |
|
|
2018
Q1 | $327K | Buy |
3,292
+702
| +27% | +$69.7K | 0.03% | 245 |
|
|
2017
Q4 | $273K | Buy |
+2,590
| New | +$273K | 0.03% | 201 |
|
|
2017
Q3 | – | Sell |
-1,782
| Closed | -$209K | – | 200 |
|
|
2017
Q2 | $209K | Buy |
+1,782
| New | +$209K | 0.03% | 131 |
|