JSAM
J. Safra Asset Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $852K | Buy |
4,707
+358
| +8% | +$64.8K | 0.06% | 58 |
|
|
2025
Q1 | $690K | Buy |
4,349
+728
| +20% | +$116K | 0.06% | 54 |
|
|
2024
Q4 | $435K | Buy |
3,621
+1,611
| +80% | +$193K | 0.04% | 65 |
|
|
2024
Q3 | $242K | Buy |
2,010
+839
| +72% | +$101K | 0.02% | 59 |
|
|
2024
Q2 | $119K | Buy |
+1,171
| New | +$119K | 0.01% | 87 |
|
|
2022
Q2 | – | Sell |
-29
| Closed | – | – | 118 |
|
|
2022
Q1 | $0 | Buy |
+29
| New | – | ﹤0.01% | 120 |
|
|
2016
Q4 | – | Sell |
-303
| Closed | -$29K | – | 109 |
|
|
2016
Q3 | $29K | Hold |
303
| – | – | 0.05% | 110 |
|
|
2016
Q2 | $31K | Buy |
+303
| New | +$31K | 0.05% | 148 |
|