HPIA
Hamilton Point Investment Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Sell |
4,415
-21
| -0.5% | -$3.85K | 0.13% | 82 |
|
|
2025
Q1 | $710K | Buy |
4,436
+117
| +3% | +$18.7K | 0.13% | 83 |
|
|
2024
Q4 | $526K | Buy |
4,319
+114
| +3% | +$13.9K | 0.09% | 88 |
|
|
2024
Q3 | $516K | Hold |
4,205
| – | – | 0.09% | 87 |
|
|
2024
Q2 | $432K | Sell |
4,205
-61
| -1% | -$6.26K | 0.08% | 88 |
|
|
2024
Q1 | $396K | Hold |
4,266
| – | – | 0.08% | 95 |
|
|
2023
Q4 | $407K | Hold |
4,266
| – | – | 0.08% | 96 |
|
|
2023
Q3 | $400K | Hold |
4,266
| – | – | 0.1% | 88 |
|
|
2023
Q2 | $422K | Hold |
4,266
| – | – | 0.1% | 87 |
|
|
2023
Q1 | $421K | Buy |
+4,266
| New | +$421K | 0.1% | 84 |
|