Frank Rimerman Advisors’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 | $6.94M | Buy |
38,116
+7,108
| +23% | +$1.29M | 0.47% | 29 |
|
|
2025
Q1 | $4.92M | Buy |
31,008
+267
| +0.9% | +$42.4K | 0.39% | 40 |
|
|
2024
Q4 | $3.7M | Buy |
30,741
+85
| +0.3% | +$10.2K | 0.27% | 59 |
|
|
2024
Q3 | $3.72M | Buy |
30,656
+472
| +2% | +$57.3K | 0.26% | 59 |
|
|
2024
Q2 | $3.06M | Buy |
30,184
+30,160
| +125,667% | +$3.06M | 0.22% | 75 |
|
|
2024
Q1 | $2.2K | Hold |
24
| – | – | ﹤0.01% | 273 |
|
|
2023
Q4 | $2.26K | Buy |
+24
| New | +$2.26K | ﹤0.01% | 257 |
|
|
2022
Q2 | – | Sell |
-4,886
| Closed | -$459K | – | 116 |
|
|
2022
Q1 | $459K | Hold |
4,886
| – | – | 0.15% | 78 |
|
|
2021
Q4 | $464K | Buy |
+4,886
| New | +$464K | 0.16% | 80 |
|