Howard Capital Management’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 | $2.07M | Buy |
11,279
+1,721
| +18% | +$316K | 0.03% | 152 |
|
2025
Q1 | $1.52M | Sell |
9,558
-848
| -8% | -$135K | 0.04% | 155 |
|
2024
Q4 | $1.25M | Buy |
10,406
+535
| +5% | +$64.4K | 0.02% | 190 |
|
2024
Q3 | $1.2M | Buy |
+9,871
| New | +$1.2M | 0.02% | 184 |
|
2022
Q1 | – | Sell |
-2,843
| Closed | -$285K | – | 67 |
|
2021
Q4 | $285K | Buy |
2,843
+416
| +17% | +$41.7K | 0.04% | 59 |
|
2021
Q3 | $233K | Sell |
2,427
-5,848
| -71% | -$561K | 0.03% | 60 |
|
2021
Q2 | $369K | Buy |
8,275
+249
| +3% | +$11.1K | 0.07% | 46 |
|
2021
Q1 | $758K | Buy |
8,026
+236
| +3% | +$22.3K | 0.14% | 39 |
|
2020
Q4 | $634K | Buy |
+7,790
| New | +$634K | 0.13% | 40 |
|
2018
Q4 | – | Sell |
-131,770
| Closed | -$10.7M | – | 52 |
|
2018
Q3 | $10.7M | Hold |
131,770
| – | – | 1.04% | 44 |
|
2018
Q2 | $11M | Buy |
131,770
+45,926
| +53% | +$3.82M | 1.2% | 28 |
|
2018
Q1 | $8.53M | Buy |
+85,844
| New | +$8.53M | 1.08% | 46 |
|