Herold 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 | $1.47M | Buy |
8,061
+622
| +8% | +$113K | 0.31% | 91 |
|
|
2025
Q1 | $1.18M | Sell |
7,439
-447
| -6% | -$71K | 0.26% | 106 |
|
|
2024
Q4 | $949K | Buy |
7,886
+107
| +1% | +$12.9K | 0.21% | 126 |
|
|
2024
Q3 | $944K | Hold |
7,779
| – | – | 0.21% | 132 |
|
|
2024
Q2 | $788K | Sell |
7,779
-190
| -2% | -$19.3K | 0.18% | 142 |
|
|
2024
Q1 | $730K | Sell |
7,969
-533
| -6% | -$48.8K | 0.18% | 146 |
|
|
2023
Q4 | $800K | Sell |
8,502
-650
| -7% | -$61.2K | 0.22% | 123 |
|
|
2023
Q3 | $847K | Buy |
9,152
+3,668
| +67% | +$340K | 0.26% | 114 |
|
|
2023
Q2 | $535K | Buy |
5,484
+434
| +9% | +$42.4K | 0.16% | 148 |
|
|
2023
Q1 | $491K | Buy |
5,050
+103
| +2% | +$10K | 0.17% | 144 |
|
|
2022
Q4 | $501K | Buy |
4,947
+1,050
| +27% | +$106K | 0.21% | 112 |
|
|
2022
Q3 | $323K | Hold |
3,897
| – | – | 0.16% | 141 |
|
|
2022
Q2 | $384K | Hold |
3,897
| – | – | 0.17% | 135 |
|
|
2022
Q1 | $366K | Hold |
3,897
| – | – | 0.13% | 145 |
|
|
2021
Q4 | $370K | Hold |
3,897
| – | – | 0.14% | 149 |
|
|
2021
Q3 | $369K | Buy |
+3,897
| New | +$369K | 0.14% | 147 |
|