Ground Swell Capital’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,706
| Closed | -$326K | – | 233 |
|
2024
Q4 | $326K | Buy |
+2,706
| New | +$326K | 0.49% | 33 |
|
2021
Q4 | – | Sell |
-2,220
| Closed | -$210K | – | 97 |
|
2021
Q3 | $210K | Buy |
+2,220
| New | +$210K | 0.9% | 41 |
|
2014
Q3 | $261K | Buy |
3,134
+1,360
| +77% | +$113K | 0.49% | 28 |
|
2014
Q2 | $150K | Buy |
+1,774
| New | +$150K | 0.29% | 35 |
|