Horan Capital 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
Q1 | $210K | Buy |
+1,321
| New | +$210K | 0.07% | 114 |
|
|
2020
Q4 | – | Sell |
-809
| Closed | -$61K | – | 227 |
|
|
2020
Q3 | $61K | Buy |
+809
| New | +$61K | 0.03% | 159 |
|
|
2020
Q1 | – | Sell |
-825
| Closed | -$70K | – | 208 |
|
|
2019
Q4 | $70K | Hold |
825
| – | – | 0.04% | 129 |
|
|
2019
Q3 | $63K | Buy |
+825
| New | +$63K | 0.04% | 131 |
|
|
2019
Q2 | – | Sell |
-815
| Closed | -$72K | – | 202 |
|
|
2019
Q1 | $72K | Buy |
+815
| New | +$72K | 0.05% | 123 |
|
|
2017
Q4 | – | Sell |
-806
| Closed | -$89K | – | 217 |
|
|
2017
Q3 | $89K | Buy |
+806
| New | +$89K | 0.05% | 111 |
|