Fort Point 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 | $615K | Buy |
3,351
+446
| +15% | +$81.8K | 0.04% | 185 |
|
|
2025
Q1 | $461K | Sell |
2,905
-97
| -3% | -$15.4K | 0.05% | 205 |
|
|
2024
Q4 | $361K | Buy |
3,002
+1,199
| +67% | +$144K | 0.04% | 228 |
|
|
2024
Q3 | $219K | Buy |
+1,803
| New | +$219K | 0.03% | 266 |
|
|
2022
Q4 | – | Sell |
-2,825
| Closed | -$235K | – | 264 |
|
|
2022
Q3 | $235K | Buy |
2,825
+55
| +2% | +$4.58K | 0.04% | 227 |
|
|
2022
Q2 | $274K | Sell |
2,770
-370
| -12% | -$36.6K | 0.04% | 222 |
|
|
2022
Q1 | $295K | Buy |
3,140
+545
| +21% | +$51.2K | 0.04% | 226 |
|
|
2021
Q4 | $247K | Buy |
2,595
+19
| +0.7% | +$1.81K | 0.03% | 240 |
|
|
2021
Q3 | $244K | Buy |
+2,576
| New | +$244K | 0.04% | 211 |
|
|
2018
Q4 | – | Sell |
-2,766
| Closed | -$226K | – | 148 |
|
|
2018
Q3 | $226K | Buy |
+2,766
| New | +$226K | 0.07% | 132 |
|
|
2018
Q2 | – | Sell |
-3,524
| Closed | -$350K | – | 149 |
|
|
2018
Q1 | $350K | Buy |
3,524
+932
| +36% | +$92.6K | 0.13% | 107 |
|
|
2017
Q4 | $275K | Buy |
2,592
+486
| +23% | +$51.6K | 0.13% | 101 |
|
|
2017
Q3 | $236K | Buy |
+2,106
| New | +$236K | 0.11% | 108 |
|
|
2016
Q4 | – | Sell |
-12,853
| Closed | -$1.21M | – | 140 |
|
|
2016
Q3 | $1.21M | Buy |
+12,853
| New | +$1.21M | 0.55% | 39 |
|
|
2014
Q4 | – | Sell |
-13,487
| Closed | -$1.13M | – | 74 |
|
|
2014
Q3 | $1.13M | Buy |
13,487
+120
| +0.9% | +$10K | 0.84% | 17 |
|
|
2014
Q2 | $1.13M | Sell |
13,367
-3,100
| -19% | -$261K | 1% | 14 |
|
|
2014
Q1 | $1.35M | Buy |
+16,467
| New | +$1.35M | 1.3% | 11 |
|