Klingman & Associates’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 | $1.2M | Buy |
6,615
+2,038
| +45% | +$371K | 0.07% | 104 |
|
|
2025
Q1 | $727K | Buy |
4,577
+1,262
| +38% | +$200K | 0.04% | 122 |
|
|
2024
Q4 | $399K | Buy |
3,315
+324
| +11% | +$39K | 0.02% | 176 |
|
|
2024
Q3 | $363K | Buy |
2,991
+8
| +0.3% | +$971 | 0.02% | 194 |
|
|
2024
Q2 | $302K | Buy |
2,983
+233
| +8% | +$23.6K | 0.02% | 190 |
|
|
2024
Q1 | $252K | Sell |
2,750
-12
| -0.4% | -$1.1K | 0.02% | 207 |
|
|
2023
Q4 | $260K | Sell |
2,762
-2
| -0.1% | -$188 | 0.02% | 203 |
|
|
2023
Q3 | $256K | Sell |
2,764
-151
| -5% | -$14K | 0.02% | 193 |
|
|
2023
Q2 | $285K | Buy |
+2,915
| New | +$285K | 0.02% | 174 |
|
|
2017
Q2 | – | Sell |
-2,442
| Closed | -$276K | – | 101 |
|
|
2017
Q1 | $276K | Buy |
2,442
+26
| +1% | +$2.94K | 0.08% | 79 |
|
|
2016
Q4 | $221K | Hold |
2,416
| – | – | 0.07% | 90 |
|
|
2016
Q3 | $235K | Hold |
2,416
| – | – | 0.07% | 87 |
|
|
2016
Q2 | $246K | Hold |
2,416
| – | – | 0.08% | 83 |
|
|
2016
Q1 | $237K | Hold |
2,416
| – | – | 0.08% | 84 |
|
|
2015
Q4 | $212K | Hold |
2,416
| – | – | 0.08% | 106 |
|
|
2015
Q3 | $191K | Sell |
2,416
-256
| -10% | -$20.2K | 0.07% | 112 |
|
|
2015
Q2 | $214K | Hold |
2,672
| – | – | 0.08% | 83 |
|
|
2015
Q1 | $201K | Hold |
2,672
| – | – | 0.08% | 84 |
|
|
2014
Q4 | $217K | Buy |
+2,672
| New | +$217K | 0.09% | 81 |
|