Iconiq Capital’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 | $1.48M | Buy |
8,111
+620
| +8% | +$113K | 0.02% | 74 |
|
|
2025
Q1 | $1.19M | Buy |
7,491
+1,752
| +31% | +$278K | 0.02% | 82 |
|
|
2024
Q4 | $691K | Buy |
5,739
+1,835
| +47% | +$221K | 0.01% | 111 |
|
|
2024
Q3 | $474K | Buy |
+3,904
| New | +$474K | 0.01% | 93 |
|
|
2019
Q1 | – | Sell |
-9,436
| Closed | -$641K | – | 50 |
|
|
2018
Q4 | $641K | Hold |
9,436
| – | – | 0.09% | 35 |
|
|
2018
Q3 | $780K | Sell |
9,436
-27
| -0.3% | -$2.23K | 0.08% | 39 |
|
|
2018
Q2 | $775K | Sell |
9,463
-138
| -1% | -$11.3K | 0.1% | 39 |
|
|
2018
Q1 | $974K | Buy |
9,601
+96
| +1% | +$9.74K | 0.11% | 38 |
|
|
2017
Q4 | $1.01M | Buy |
+9,505
| New | +$1.01M | 0.1% | 37 |
|