Kapstone Financial Advisors’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 | $1.46M | Buy |
8,009
+369
| +5% | +$67.2K | 0.73% | 24 |
|
|
2025
Q1 | $1.21M | Hold |
7,640
| – | – | 0.69% | 28 |
|
|
2024
Q4 | $990K | Buy |
7,640
+4
| +0.1% | +$518 | 0.53% | 32 |
|
|
2024
Q3 | $921K | Buy |
7,636
+442
| +6% | +$53.3K | 0.56% | 33 |
|
|
2024
Q2 | $729K | Buy |
7,194
+2,922
| +68% | +$296K | 0.48% | 37 |
|
|
2024
Q1 | $391K | Buy |
4,272
+4
| +0.1% | +$366 | 0.27% | 66 |
|
|
2023
Q4 | $389K | Buy |
4,268
+4
| +0.1% | +$365 | 0.31% | 64 |
|
|
2023
Q3 | $395K | Hold |
4,264
| – | – | 0.36% | 57 |
|
|
2023
Q2 | $419K | Buy |
4,264
+344
| +9% | +$33.8K | 0.35% | 59 |
|
|
2023
Q1 | $391K | Hold |
3,920
| – | – | 0.35% | 62 |
|
|
2022
Q4 | $406K | Buy |
+3,920
| New | +$406K | 0.37% | 59 |
|