Jacobsen Capital 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 | $500K | Buy |
2,747
+431
| +19% | +$78.5K | 0.18% | 49 |
|
|
2025
Q1 | $368K | Buy |
2,316
+161
| +7% | +$25.6K | 0.16% | 59 |
|
|
2024
Q4 | $259K | Buy |
2,155
+127
| +6% | +$15.3K | 0.11% | 74 |
|
|
2024
Q3 | $246K | Buy |
2,028
+21
| +1% | +$2.55K | 0.1% | 82 |
|
|
2024
Q2 | $203K | Buy |
+2,007
| New | +$203K | 0.09% | 95 |
|
|
2024
Q1 | – | Sell |
-2,519
| Closed | -$237K | – | 97 |
|
|
2023
Q4 | $237K | Buy |
2,519
+324
| +15% | +$30.5K | 0.12% | 71 |
|
|
2023
Q3 | $203K | Buy |
+2,195
| New | +$203K | 0.11% | 72 |
|