Ironwood Investment Counsel’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 | $522K | Buy |
2,865
+297
| +12% | +$54.1K | 0.08% | 163 |
|
|
2025
Q1 | $408K | Buy |
2,568
+162
| +7% | +$25.7K | 0.07% | 176 |
|
|
2024
Q4 | $290K | Buy |
2,406
+3
| +0.1% | +$361 | 0.05% | 206 |
|
|
2024
Q3 | $292K | Buy |
2,403
+3
| +0.1% | +$364 | 0.05% | 211 |
|
|
2024
Q2 | $243K | Buy |
2,400
+3
| +0.1% | +$304 | 0.04% | 227 |
|
|
2024
Q1 | $220K | Sell |
2,397
-46
| -2% | -$4.22K | 0.04% | 239 |
|
|
2023
Q4 | $230K | Buy |
2,443
+3
| +0.1% | +$282 | 0.04% | 225 |
|
|
2023
Q3 | $226K | Buy |
2,440
+78
| +3% | +$7.22K | 0.05% | 215 |
|
|
2023
Q2 | $231K | Buy |
2,362
+3
| +0.1% | +$293 | 0.05% | 188 |
|
|
2023
Q1 | $229K | Buy |
2,359
+3
| +0.1% | +$292 | 0.05% | 188 |
|
|
2022
Q4 | $239K | Buy |
+2,356
| New | +$239K | 0.06% | 182 |
|
|
2022
Q3 | – | Sell |
-2,621
| Closed | -$258K | – | 193 |
|
|
2022
Q2 | $258K | Sell |
2,621
-71
| -3% | -$6.99K | 0.07% | 162 |
|
|
2022
Q1 | $252K | Sell |
2,692
-277
| -9% | -$25.9K | 0.06% | 171 |
|
|
2021
Q4 | $282K | Buy |
2,969
+9
| +0.3% | +$855 | 0.06% | 169 |
|
|
2021
Q3 | $280K | Buy |
+2,960
| New | +$280K | 0.07% | 161 |
|
|
2018
Q1 | – | Sell |
-2,212
| Closed | -$233K | – | 141 |
|
|
2017
Q4 | $233K | Buy |
2,212
+304
| +16% | +$32K | 0.09% | 131 |
|
|
2017
Q3 | $212K | Sell |
1,908
-18
| -0.9% | -$2K | 0.09% | 138 |
|
|
2017
Q2 | $217K | Hold |
1,926
| – | – | 0.08% | 147 |
|
|
2017
Q1 | $217K | Buy |
+1,926
| New | +$217K | 0.09% | 148 |
|