Marble Harbor Investment Counsel’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 | $627K | Hold |
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|
2025
Q1 | $547K | Hold |
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|
2024
Q4 | $414K | Sell |
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|
2024
Q3 | $709K | Sell |
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|
2024
Q2 | $673K | Sell |
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|
2024
Q1 | $616K | Sell |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $721K | Sell |
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|
2023
Q2 | $775K | Hold |
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|
2023
Q1 | $772K | Hold |
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|
2022
Q4 | $804K | Buy |
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|
2022
Q3 | $560K | Sell |
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|
2022
Q2 | $745K | Hold |
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|
2022
Q1 | $709K | Sell |
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|
2021
Q4 | $745K | Sell |
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|
2021
Q3 | $762K | Sell |
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|
2021
Q2 | $807K | Hold |
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|
2021
Q1 | $723K | Sell |
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|
2020
Q4 | $740K | Hold |
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|
2020
Q3 | $671K | Sell |
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|
2020
Q2 | $648K | Hold |
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|
2020
Q1 | $674K | Buy |
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|
2019
Q4 | $574K | Hold |
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|
2019
Q3 | $512K | Buy |
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|
2019
Q2 | $451K | Sell |
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|
2019
Q1 | $553K | Hold |
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|
2018
Q4 | $418K | Buy |
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|
2018
Q3 | $501K | Sell |
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|
2018
Q2 | $514K | Hold |
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|
2018
Q1 | $632K | Hold |
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|
2017
Q4 | $672K | Sell |
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|
2017
Q3 | $712K | Hold |
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|
2017
Q2 | $753K | Sell |
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|
2017
Q1 | $729K | Sell |
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|
2016
Q4 | $602K | Hold |
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|
2016
Q3 | $640K | Hold |
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|
2016
Q2 | $670K | Hold |
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|
2016
Q1 | $646K | Hold |
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|
2015
Q4 | $579K | Sell |
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|
2015
Q3 | $533K | Hold |
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|
2015
Q2 | $539K | Hold |
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|
2015
Q1 | $506K | Sell |
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|
2014
Q4 | $580K | Hold |
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|
2014
Q3 | $594K | Sell |
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|
2014
Q2 | $618K | Buy |
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|
2014
Q1 | $592K | Sell |
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|
2013
Q4 | $656K | Hold |
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|
2013
Q3 | $652K | Sell |
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|
2013
Q2 | $773K | Buy |
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