HTG Investment 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 | $225K | Sell |
1,237
-154
| -11% | -$28.1K | 0.08% | 66 |
|
|
2025
Q1 | $221K | Buy |
+1,391
| New | +$221K | 0.09% | 65 |
|
|
2024
Q1 | – | Sell |
-2,185
| Closed | -$206K | – | 64 |
|
|
2023
Q4 | $206K | Buy |
2,185
+5
| +0.2% | +$470 | 0.13% | 57 |
|
|
2023
Q3 | $202K | Sell |
2,180
-629
| -22% | -$58.2K | 0.16% | 52 |
|
|
2023
Q2 | $274K | Sell |
2,809
-95
| -3% | -$9.27K | 0.23% | 45 |
|
|
2023
Q1 | $282K | Buy |
2,904
+4
| +0.1% | +$389 | 0.26% | 42 |
|
|
2022
Q4 | $293K | Buy |
+2,900
| New | +$293K | 0.3% | 42 |
|