ICW 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 | $1.34M | Sell |
7,361
-33
| -0.4% | -$6.01K | 0.53% | 75 |
|
|
2025
Q1 | $1.17M | Sell |
7,394
-39
| -0.5% | -$6.19K | 0.48% | 83 |
|
|
2024
Q4 | $895K | Sell |
7,433
-298
| -4% | -$35.9K | 0.37% | 94 |
|
|
2024
Q3 | $939K | Sell |
7,731
-326
| -4% | -$39.6K | 0.39% | 91 |
|
|
2024
Q2 | $816K | Sell |
8,057
-443
| -5% | -$44.9K | 0.37% | 95 |
|
|
2024
Q1 | $779K | Sell |
8,500
-251
| -3% | -$23K | 0.35% | 94 |
|
|
2023
Q4 | $823K | Sell |
8,751
-350
| -4% | -$32.9K | 0.4% | 90 |
|
|
2023
Q3 | $843K | Sell |
9,101
-321
| -3% | -$29.7K | 0.45% | 86 |
|
|
2023
Q2 | $920K | Sell |
9,422
-229
| -2% | -$22.4K | 0.49% | 82 |
|
|
2023
Q1 | $939K | Buy |
9,651
+126
| +1% | +$12.3K | 0.53% | 77 |
|
|
2022
Q4 | $964K | Sell |
9,525
-180
| -2% | -$18.2K | 0.58% | 70 |
|
|
2022
Q3 | $806K | Buy |
9,705
+91
| +0.9% | +$7.56K | 0.54% | 76 |
|
|
2022
Q2 | $949K | Buy |
9,614
+100
| +1% | +$9.87K | 0.6% | 69 |
|
|
2022
Q1 | $894K | Buy |
9,514
+27
| +0.3% | +$2.54K | 0.51% | 76 |
|
|
2021
Q4 | $901K | Sell |
9,487
-719
| -7% | -$68.3K | 0.5% | 78 |
|
|
2021
Q3 | $967K | Buy |
10,206
+36
| +0.4% | +$3.41K | 0.62% | 67 |
|
|
2021
Q2 | $1.01M | Sell |
10,170
-419
| -4% | -$41.5K | 0.66% | 67 |
|
|
2021
Q1 | $940K | Sell |
10,589
-1,264
| -11% | -$112K | 0.65% | 66 |
|
|
2020
Q4 | $966K | Sell |
11,853
-921
| -7% | -$75.1K | 0.69% | 60 |
|
|
2020
Q3 | $958K | Buy |
12,774
+162
| +1% | +$12.1K | 0.72% | 59 |
|
|
2020
Q2 | $884K | Buy |
12,612
+201
| +2% | +$14.1K | 0.72% | 60 |
|
|
2020
Q1 | $905K | Buy |
12,411
+760
| +7% | +$55.4K | 0.86% | 57 |
|
|
2019
Q4 | $991K | Buy |
+11,651
| New | +$991K | 0.8% | 58 |
|