First Sabrepoint 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	–	Sell	-100,000	Closed	-$15.9M	–	38
2025 Q1	$15.9M	Hold	100,000	–	–	5.89%	5
2024 Q4	$12M	Hold	100,000	–	–	3.23%	7
2024 Q3	$12.1M	Hold	100,000	–	–	3.53%	7
2024 Q2	$10.1M	Buy	+100,000	New	+$10.1M	3.06%	9