Integrated Investment Consultants’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 | – | Sell |
-2,406
| Closed | -$382K | – | 352 |
|
2025
Q1 | $382K | Buy |
2,406
+451
| +23% | +$71.6K | 0.08% | 204 |
|
2024
Q4 | $235K | Buy |
1,955
+29
| +2% | +$3.49K | 0.05% | 268 |
|
2024
Q3 | $234K | Buy |
+1,926
| New | +$234K | 0.05% | 265 |
|
2020
Q1 | – | Sell |
-2,749
| Closed | -$234K | – | 178 |
|
2019
Q4 | $234K | Sell |
2,749
-600
| -18% | -$51.1K | 0.1% | 147 |
|
2019
Q3 | $254K | Hold |
3,349
| – | – | 0.13% | 118 |
|
2019
Q2 | $263K | Hold |
3,349
| – | – | 0.13% | 114 |
|
2019
Q1 | $296K | Buy |
3,349
+106
| +3% | +$9.37K | 0.16% | 101 |
|
2018
Q4 | $217K | Sell |
3,243
-1,696
| -34% | -$113K | 0.12% | 135 |
|
2018
Q3 | $403K | Hold |
4,939
| – | – | 0.2% | 79 |
|
2018
Q2 | $399K | Buy |
4,939
+56
| +1% | +$4.52K | 0.21% | 78 |
|
2018
Q1 | $485K | Buy |
+4,883
| New | +$485K | 0.19% | 70 |
|
2017
Q3 | $405K | Buy |
3,650
+100
| +3% | +$11.1K | 0.18% | 79 |
|
2017
Q2 | $417K | Sell |
3,550
-50
| -1% | -$5.87K | 0.19% | 77 |
|
2017
Q1 | $406K | Buy |
3,600
+100
| +3% | +$11.3K | 0.19% | 81 |
|
2016
Q4 | $320K | Hold |
3,500
| – | – | 0.15% | 85 |
|
2016
Q3 | $337K | Hold |
3,500
| – | – | 0.17% | 84 |
|
2016
Q2 | $356K | Hold |
3,500
| – | – | 0.2% | 81 |
|
2016
Q1 | $353K | Hold |
3,500
| – | – | 0.2% | 81 |
|
2015
Q4 | $304K | Buy |
+3,500
| New | +$304K | 0.24% | 80 |
|