IAM Advisory’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 | $673K | Buy |
3,696
+4
| +0.1% | +$729 | 0.16% | 69 |
|
|
2025
Q1 | $586K | Buy |
3,692
+4
| +0.1% | +$635 | 0.15% | 68 |
|
|
2024
Q4 | $444K | Buy |
3,688
+5
| +0.1% | +$602 | 0.11% | 76 |
|
|
2024
Q3 | $447K | Buy |
3,683
+6
| +0.2% | +$728 | 0.11% | 77 |
|
|
2024
Q2 | $373K | Buy |
3,677
+6
| +0.2% | +$608 | 0.1% | 76 |
|
|
2024
Q1 | $336K | Buy |
3,671
+5
| +0.1% | +$458 | 0.09% | 77 |
|
|
2023
Q4 | $345K | Buy |
3,666
+6
| +0.2% | +$564 | 0.11% | 71 |
|
|
2023
Q3 | $339K | Buy |
3,660
+5
| +0.1% | +$463 | 0.12% | 72 |
|
|
2023
Q2 | $357K | Buy |
3,655
+5
| +0.1% | +$488 | 0.12% | 69 |
|
|
2023
Q1 | $355K | Sell |
3,650
-95
| -3% | -$9.24K | 0.12% | 74 |
|
|
2022
Q4 | $379K | Sell |
3,745
-2,001
| -35% | -$203K | 0.14% | 69 |
|
|
2022
Q3 | $477K | Buy |
5,746
+5
| +0.1% | +$415 | 0.2% | 58 |
|
|
2022
Q2 | $567K | Buy |
5,741
+4
| +0.1% | +$395 | 0.23% | 55 |
|
|
2022
Q1 | $539K | Buy |
5,737
+2,107
| +58% | +$198K | 0.22% | 58 |
|
|
2021
Q4 | $364K | Buy |
3,630
+10
| +0.3% | +$1K | 0.14% | 62 |
|
|
2021
Q3 | $344K | Buy |
+3,620
| New | +$344K | 0.15% | 61 |
|
|
2021
Q2 | – | Sell |
-5,723
| Closed | -$549K | – | 86 |
|
|
2021
Q1 | $549K | Buy |
5,723
+5
| +0.1% | +$480 | 0.24% | 52 |
|
|
2020
Q4 | $459K | Buy |
+5,718
| New | +$459K | 0.23% | 52 |
|