Folger Nolan Fleming Douglas Capital Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Sell |
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|
2025
Q1 | $652K | Hold |
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|
2024
Q4 | $494K | Buy |
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|
2024
Q3 | $490K | Sell |
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|
2024
Q2 | $419K | Buy |
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $384K | Hold |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $517K | Buy |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $435K | Hold |
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|
2022
Q1 | $414K | Hold |
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|
2021
Q4 | $419K | Hold |
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|
2021
Q3 | $418K | Hold |
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|
2021
Q2 | $437K | Hold |
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|
2021
Q1 | $391K | Sell |
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|
2020
Q4 | $409K | Hold |
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|
2020
Q3 | $371K | Sell |
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|
2020
Q2 | $348K | Hold |
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|
2020
Q1 | $362K | Hold |
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|
2019
Q4 | $423K | Hold |
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|
2019
Q3 | $377K | Buy |
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|
2019
Q2 | $383K | Hold |
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|
2019
Q1 | $431K | Sell |
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|
2018
Q4 | $335K | Hold |
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|
2018
Q3 | $410K | Hold |
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|
2018
Q2 | $406K | Sell |
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|
2018
Q1 | $517K | Buy |
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|
2017
Q4 | $544K | Hold |
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|
2017
Q3 | $572K | Hold |
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|
2017
Q2 | $605K | Hold |
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|
2017
Q1 | $581K | Buy |
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|
2016
Q4 | $486K | Hold |
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|
2016
Q3 | $486K | Hold |
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|
2016
Q2 | $493K | Hold |
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|
2016
Q1 | $476K | Sell |
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|
2015
Q4 | $431K | Hold |
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|
2015
Q3 | $389K | Hold |
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|
2015
Q2 | $393K | Hold |
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|
2015
Q1 | $369K | Sell |
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|
2014
Q4 | $407K | Hold |
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|
2014
Q3 | $417K | Sell |
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|
2014
Q2 | $438K | Buy |
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|
2014
Q1 | $418K | Sell |
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|
2013
Q4 | $462K | Sell |
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|
2013
Q3 | $471K | Buy |
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|
2013
Q2 | $459K | Buy |
|