Kapstone Financial Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
|
|||||
|
2025
Q1 | $1.21M | Hold |
|
|||||
|
2024
Q4 | $990K | Buy |
|
|||||
|
2024
Q3 | $921K | Buy |
|
|||||
|
2024
Q2 | $729K | Buy |
|
|||||
|
2024
Q1 | $391K | Buy |
|
|||||
|
2023
Q4 | $389K | Buy |
|
|||||
|
2023
Q3 | $395K | Hold |
|
|||||
|
2023
Q2 | $419K | Buy |
|
|||||
|
2023
Q1 | $391K | Hold |
|
|||||
|
2022
Q4 | $406K | Buy |
|