M. Kraus & Co’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 | $345K | Sell |
1,895
-500
| -21% | -$91.1K | 0.1% | 66 |
|
|
2025
Q1 | $380K | Hold |
2,395
| – | – | 0.12% | 63 |
|
|
2024
Q4 | $288K | Sell |
2,395
-125
| -5% | -$15K | 0.09% | 68 |
|
|
2024
Q3 | $306K | Hold |
2,520
| – | – | 0.09% | 65 |
|
|
2024
Q2 | $255K | Sell |
2,520
-150
| -6% | -$15.2K | 0.08% | 69 |
|
|
2024
Q1 | $245K | Hold |
2,670
| – | – | 0.07% | 72 |
|
|
2023
Q4 | $251K | Sell |
2,670
-155
| -5% | -$14.6K | 0.08% | 69 |
|
|
2023
Q3 | $262K | Sell |
2,825
-500
| -15% | -$46.3K | 0.09% | 67 |
|
|
2023
Q2 | $325K | Sell |
3,325
-1,482
| -31% | -$145K | 0.11% | 61 |
|
|
2023
Q1 | $467K | Hold |
4,807
| – | – | 0.16% | 50 |
|
|
2022
Q4 | $487K | Buy |
+4,807
| New | +$487K | 0.18% | 49 |
|
|
2017
Q4 | – | Sell |
-1,850
| Closed | -$205K | – | 53 |
|
|
2017
Q3 | $205K | Hold |
1,850
| – | – | 0.13% | 49 |
|
|
2017
Q2 | $217K | Hold |
1,850
| – | – | 0.14% | 47 |
|
|
2017
Q1 | $209K | Buy |
+1,850
| New | +$209K | 0.14% | 48 |
|
|
2016
Q4 | – | Sell |
-2,150
| Closed | -$209K | – | 49 |
|
|
2016
Q3 | $209K | Hold |
2,150
| – | – | 0.14% | 49 |
|
|
2016
Q2 | $219K | Hold |
2,150
| – | – | 0.16% | 48 |
|
|
2016
Q1 | $211K | Buy |
+2,150
| New | +$211K | 0.16% | 51 |
|
|
2015
Q3 | – | Sell |
-2,503
| Closed | -$201K | – | 50 |
|
|
2015
Q2 | $201K | Buy |
+2,503
| New | +$201K | 0.15% | 49 |
|
|
2014
Q4 | – | Sell |
-2,400
| Closed | -$200K | – | 49 |
|
|
2014
Q3 | $200K | Hold |
2,400
| – | – | 0.15% | 47 |
|
|
2014
Q2 | $202K | Buy |
+2,400
| New | +$202K | 0.15% | 47 |
|
|
2014
Q1 | – | Sell |
-2,400
| Closed | -$209K | – | 47 |
|
|
2013
Q4 | $209K | Buy |
+2,400
| New | +$209K | 0.17% | 47 |
|