Insigneo Advisory Services’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 | $1.81M | Buy |
9,931
+793
| +9% | +$144K | 0.16% | 123 |
|
|
2025
Q1 | $1.45M | Buy |
9,138
+1,053
| +13% | +$167K | 0.15% | 133 |
|
|
2024
Q4 | $973K | Sell |
8,085
-5,111
| -39% | -$615K | 0.1% | 167 |
|
|
2024
Q3 | $1.6M | Sell |
13,196
-1,553
| -11% | -$189K | 0.16% | 126 |
|
|
2024
Q2 | $1.67M | Sell |
14,749
-5,561
| -27% | -$631K | 0.19% | 108 |
|
|
2024
Q1 | $1.89M | Sell |
20,310
-693
| -3% | -$64.4K | 0.22% | 86 |
|
|
2023
Q4 | $2M | Buy |
21,003
+6,080
| +41% | +$580K | 0.28% | 71 |
|
|
2023
Q3 | $1.4M | Buy |
14,923
+250
| +2% | +$23.5K | 0.29% | 69 |
|
|
2023
Q2 | $1.45M | Buy |
14,673
+7,674
| +110% | +$759K | 0.28% | 71 |
|
|
2023
Q1 | $689K | Buy |
6,999
+792
| +13% | +$78K | 0.22% | 90 |
|
|
2022
Q4 | $636K | Buy |
+6,207
| New | +$636K | 0.24% | 88 |
|