Horan Securities’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 | $205K | Buy |
+1,127
| New | +$205K | 0.07% | 149 |
|
|
2023
Q3 | – | Sell |
-938
| Closed | -$91.6K | – | 499 |
|
|
2023
Q2 | $91.6K | Sell |
938
-22
| -2% | -$2.15K | 0.04% | 180 |
|
|
2023
Q1 | $93.4K | Buy |
960
+109
| +13% | +$10.6K | 0.05% | 157 |
|
|
2022
Q4 | $86.2K | Buy |
851
+159
| +23% | +$16.1K | 0.05% | 151 |
|
|
2022
Q3 | $57K | Buy |
+692
| New | +$57K | 0.04% | 169 |
|
|
2019
Q3 | – | Sell |
-38
| Closed | -$3K | – | 286 |
|
|
2019
Q2 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 247 |
|