Gryphon Financial 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 | $935K | Buy |
5,134
+351
| +7% | +$63.9K | 0.12% | 112 |
|
|
2025
Q1 | $759K | Buy |
4,783
+559
| +13% | +$88.7K | 0.11% | 119 |
|
|
2024
Q4 | $508K | Buy |
4,224
+416
| +11% | +$50.1K | 0.07% | 157 |
|
|
2024
Q3 | $462K | Buy |
3,808
+566
| +17% | +$68.7K | 0.06% | 178 |
|
|
2024
Q2 | $329K | Buy |
3,242
+290
| +10% | +$29.4K | 0.05% | 213 |
|
|
2024
Q1 | $270K | Buy |
+2,952
| New | +$270K | 0.05% | 218 |
|
|
2023
Q3 | – | Sell |
-2,265
| Closed | -$221K | – | 201 |
|
|
2023
Q2 | $221K | Buy |
2,265
+26
| +1% | +$2.54K | 0.05% | 179 |
|
|
2023
Q1 | $218K | Buy |
2,239
+124
| +6% | +$12.1K | 0.05% | 181 |
|
|
2022
Q4 | $214K | Sell |
2,115
-592
| -22% | -$59.9K | 0.05% | 182 |
|
|
2022
Q3 | $224K | Buy |
2,707
+171
| +7% | +$14.2K | 0.06% | 169 |
|
|
2022
Q2 | $250K | Buy |
2,536
+148
| +6% | +$14.6K | 0.06% | 155 |
|
|
2022
Q1 | $225K | Buy |
+2,388
| New | +$225K | 0.05% | 179 |
|
|
2021
Q4 | – | Sell |
-2,089
| Closed | -$199K | – | 205 |
|
|
2021
Q3 | $199K | Buy |
+2,089
| New | +$199K | 0.04% | 187 |
|
|
2020
Q1 | – | Sell |
-2,697
| Closed | -$230K | – | 172 |
|
|
2019
Q4 | $230K | Sell |
2,697
-101
| -4% | -$8.61K | 0.06% | 155 |
|
|
2019
Q3 | $212K | Buy |
+2,798
| New | +$212K | 0.06% | 155 |
|
|
2019
Q1 | – | Sell |
-10,189
| Closed | -$804K | – | 165 |
|
|
2018
Q4 | $804K | Buy |
+10,189
| New | +$804K | 0.2% | 80 |
|
|
2018
Q3 | – | Sell |
-986
| Closed | -$79K | – | 661 |
|
|
2018
Q2 | $79K | Sell |
986
-362
| -27% | -$29K | 0.04% | 155 |
|
|
2018
Q1 | $134K | Buy |
1,348
+102
| +8% | +$10.1K | 0.07% | 108 |
|
|
2017
Q4 | $132K | Buy |
+1,246
| New | +$132K | 0.08% | 110 |
|