Kimelman & Baird’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 | $1.69M | Hold |
9,293
| – | – | 0.14% | 53 |
|
|
2025
Q1 | $1.48M | Hold |
9,293
| – | – | 0.13% | 55 |
|
|
2024
Q4 | $1.12M | Hold |
9,293
| – | – | 0.09% | 68 |
|
|
2024
Q3 | $1.13M | Hold |
9,293
| – | – | 0.09% | 68 |
|
|
2024
Q2 | $942K | Buy |
+9,293
| New | +$942K | 0.08% | 72 |
|
|
2021
Q2 | $366K | Buy |
+3,692
| New | +$366K | 0.03% | 94 |
|
|
2017
Q4 | $265K | Buy |
2,510
+155
| +7% | +$16.4K | 0.04% | 101 |
|
|
2017
Q3 | $261K | Sell |
2,355
-160
| -6% | -$17.7K | 0.04% | 103 |
|
|
2017
Q2 | $295K | Hold |
2,515
| – | – | 0.04% | 99 |
|
|
2017
Q1 | $284K | Buy |
2,515
+160
| +7% | +$18.1K | 0.04% | 99 |
|
|
2016
Q4 | $215K | Sell |
2,355
-395
| -14% | -$36.1K | 0.04% | 109 |
|
|
2016
Q3 | $267K | Buy |
2,750
+2
| +0.1% | +$194 | 0.05% | 86 |
|
|
2016
Q2 | $280K | Buy |
2,748
+53
| +2% | +$5.4K | 0.05% | 84 |
|
|
2016
Q1 | $264K | Sell |
2,695
-2,100
| -44% | -$206K | 0.05% | 95 |
|
|
2015
Q4 | $422K | Buy |
+4,795
| New | +$422K | 0.08% | 82 |
|
|
2015
Q2 | $382K | Buy |
+4,765
| New | +$382K | 0.07% | 90 |
|