Indiana Trust & Investment 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 | $151K | Hold |
827
| – | – | 0.05% | 197 |
|
|
2025
Q1 | $131K | Hold |
827
| – | – | 0.05% | 206 |
|
|
2024
Q4 | $99.5K | Buy |
827
+26
| +3% | +$3.13K | 0.03% | 223 |
|
|
2024
Q3 | $97.2K | Hold |
801
| – | – | 0.03% | 237 |
|
|
2024
Q2 | $81.2K | Hold |
801
| – | – | 0.03% | 239 |
|
|
2024
Q1 | $73.4K | Hold |
801
| – | – | 0.03% | 251 |
|
|
2023
Q4 | $75.4K | Hold |
801
| – | – | 0.03% | 234 |
|
|
2023
Q3 | $74.2K | Buy |
+801
| New | +$74.2K | 0.04% | 223 |
|
|
2018
Q2 | – | Sell |
-2,597
| Closed | -$258K | – | 133 |
|
|
2018
Q1 | $258K | Buy |
+2,597
| New | +$258K | 0.12% | 104 |
|
|
2017
Q3 | – | Sell |
-1,754
| Closed | -$206K | – | 130 |
|
|
2017
Q2 | $206K | Buy |
+1,754
| New | +$206K | 0.1% | 118 |
|
|
2014
Q4 | – | Sell |
-2,673
| Closed | -$223K | – | 122 |
|
|
2014
Q3 | $223K | Sell |
2,673
-2,220
| -45% | -$185K | 0.12% | 106 |
|
|
2014
Q2 | $413K | Sell |
4,893
-145
| -3% | -$12.2K | 0.24% | 82 |
|
|
2014
Q1 | $412K | Sell |
5,038
-9,900
| -66% | -$810K | 0.26% | 78 |
|
|
2013
Q4 | $1.3M | Sell |
14,938
-1,328
| -8% | -$116K | 0.74% | 40 |
|
|
2013
Q3 | $1.41M | Sell |
16,266
-1,050
| -6% | -$91K | 0.85% | 36 |
|
|
2013
Q2 | $1.5M | Buy |
+17,316
| New | +$1.5M | 1.24% | 30 |
|