Fidelis Capital Partners’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 | $1.61M | Buy |
9,618
+949
| +11% | +$158K | 0.15% | 117 |
|
|
2025
Q1 | $1.48M | Buy |
8,669
+194
| +2% | +$33K | 0.16% | 113 |
|
|
2024
Q4 | $1.11M | Sell |
8,475
-724
| -8% | -$94.4K | 0.11% | 154 |
|
|
2024
Q3 | $1.21M | Buy |
9,199
+144
| +2% | +$18.9K | 0.14% | 127 |
|
|
2024
Q2 | $1.05M | Buy |
9,055
+157
| +2% | +$18.2K | 0.15% | 131 |
|
|
2024
Q1 | $815K | Buy |
8,898
+1,572
| +21% | +$144K | 0.12% | 157 |
|
|
2023
Q4 | $689K | Buy |
7,326
+3,486
| +91% | +$328K | 0.15% | 139 |
|
|
2023
Q3 | $354K | Buy |
3,840
+321
| +9% | +$29.6K | 0.12% | 169 |
|
|
2023
Q2 | $344K | Buy |
3,519
+561
| +19% | +$54.8K | 0.13% | 173 |
|
|
2023
Q1 | $283K | Buy |
+2,958
| New | +$283K | 0.12% | 189 |
|