Ipswich 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	$888K	Sell	4,875 -3,300	-40%	-$601K	0.21%	93
2025 Q1	$1.3M	Sell	8,175 -100	-1%	-$15.9K	0.32%	67
2024 Q4	$996K	Sell	8,275 -5	-0.1%	-$602	0.24%	87
2024 Q3	$1.01M	Sell	8,280 -1,600	-16%	-$194K	0.23%	87
2024 Q2	$1M	Buy	9,880 +5	+0.1%	+$507	0.23%	86
2024 Q1	$905K	Hold	9,875	–	–	0.21%	95
2023 Q4	$929K	Hold	9,875	–	–	0.23%	90
2023 Q3	$914K	Sell	9,875 -450	-4%	-$41.7K	0.25%	90
2023 Q2	$1.01M	Hold	10,325	–	–	0.27%	86
2023 Q1	$1M	Hold	10,325	–	–	0.27%	87
2022 Q4	$1.04M	Hold	10,325	–	–	0.3%	82
2022 Q3	$857K	Hold	10,325	–	–	0.27%	90
2022 Q2	$1.02M	Hold	10,325	–	–	0.29%	89
2022 Q1	$970K	Hold	10,325	–	–	0.24%	94
2021 Q4	$981K	Hold	10,325	–	–	0.23%	101
2021 Q3	$979K	Hold	10,325	–	–	0.25%	98
2021 Q2	$1.02M	Hold	10,325	–	–	0.26%	94
2021 Q1	$916K	Hold	10,325	–	–	0.26%	94
2020 Q4	$855K	Hold	10,325	–	–	0.26%	93
2020 Q3	$774K	Hold	10,325	–	–	0.25%	88
2020 Q2	$723K	Hold	10,325	–	–	0.25%	89
2020 Q1	$753K	Sell	10,325 -150	-1%	-$10.9K	0.3%	77
2019 Q4	$891K	Hold	10,475	–	–	0.26%	88
2019 Q3	$795K	Sell	10,475 -414	-4%	-$31.4K	0.25%	90
2019 Q2	$855K	Hold	10,889	–	–	0.27%	87
2019 Q1	$962K	Hold	10,889	–	–	0.31%	75
2018 Q4	$727K	Hold	10,889	–	–	0.27%	80
2018 Q3	$888K	Buy	10,889 +864	+9%	+$70.5K	0.3%	78
2018 Q2	$809K	Buy	+10,025	New	+$809K	0.37%	65
2016 Q2	–	Sell	-600	Closed	-$60K	–	274
2016 Q1	$60K	Buy	+600	New	+$60K	0.03%	213