HPC
Hobart Private Capital’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Buy |
+1,715
| New | +$312K | 0.07% | 95 |
|
|
2021
Q3 | – | Sell |
-3,739
| Closed | -$371K | – | 122 |
|
|
2021
Q2 | $371K | Sell |
3,739
-510
| -12% | -$50.5K | 0.15% | 97 |
|
|
2021
Q1 | $377K | Sell |
4,249
-2,513
| -37% | -$223K | 0.15% | 97 |
|
|
2020
Q4 | $560K | Sell |
6,762
-2,555
| -27% | -$212K | 0.25% | 78 |
|
|
2020
Q3 | $699K | Sell |
9,317
-7,977
| -46% | -$598K | 0.36% | 44 |
|
|
2020
Q2 | $1.21M | Sell |
17,294
-5,214
| -23% | -$365K | 0.68% | 26 |
|
|
2020
Q1 | $1.64M | Buy |
22,508
+1,286
| +6% | +$93.8K | 1.13% | 20 |
|
|
2019
Q4 | $1.81M | Buy |
21,222
+949
| +5% | +$80.8K | 1.11% | 23 |
|
|
2019
Q3 | $1.54M | Sell |
20,273
-4,420
| -18% | -$336K | 1.05% | 24 |
|
|
2019
Q2 | $1.94M | Sell |
24,693
-336
| -1% | -$26.4K | 1.35% | 16 |
|
|
2019
Q1 | $2.21M | Buy |
25,029
+2,540
| +11% | +$225K | 1.68% | 9 |
|
|
2018
Q4 | $1.5M | Buy |
22,489
+2,329
| +12% | +$155K | 1.29% | 23 |
|
|
2018
Q3 | $1.64M | Sell |
20,160
-667
| -3% | -$54.4K | 1.26% | 25 |
|
|
2018
Q2 | $1.68M | Buy |
20,827
+3,246
| +18% | +$262K | 1.37% | 20 |
|
|
2018
Q1 | $1.75M | Buy |
17,581
+241
| +1% | +$24K | 1.53% | 21 |
|
|
2017
Q4 | $1.83M | Buy |
+17,340
| New | +$1.83M | 1.63% | 18 |
|