Harfst & Associates’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 | $323K | Hold |
1,771
| – | – | 0.07% | 85 |
|
|
2025
Q1 | $281K | Buy |
1,771
+20
| +1% | +$3.18K | 0.07% | 110 |
|
|
2024
Q4 | $211K | Hold |
1,751
| – | – | 0.04% | 92 |
|
|
2024
Q3 | $213K | Buy |
+1,751
| New | +$213K | 0.05% | 93 |
|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$211K | – | 84 |
|
|
2017
Q4 | $211K | Hold |
2,000
| – | – | 0.09% | 82 |
|
|
2017
Q3 | $222K | Hold |
2,000
| – | – | 0.09% | 79 |
|
|
2017
Q2 | $234K | Sell |
2,000
-117
| -6% | -$13.7K | 0.09% | 78 |
|
|
2017
Q1 | $239K | Buy |
+2,117
| New | +$239K | 0.1% | 59 |
|
|
2016
Q4 | – | Sell |
-2,197
| Closed | -$213K | – | 73 |
|
|
2016
Q3 | $213K | Buy |
2,197
+197
| +10% | +$19.1K | 0.11% | 66 |
|
|
2016
Q2 | $203K | Sell |
2,000
-215
| -10% | -$21.8K | 0.08% | 100 |
|
|
2016
Q1 | $217K | Buy |
2,215
+215
| +11% | +$21.1K | 0.14% | 66 |
|
|
2015
Q4 | $175K | Hold |
2,000
| – | – | 0.07% | 105 |
|
|
2015
Q3 | $159K | Hold |
2,000
| – | – | 0.07% | 106 |
|
|
2015
Q2 | $160K | Buy |
+2,000
| New | +$160K | 0.09% | 92 |
|