Matrix Private Capital Group’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
$2.78M Sell
15,164
-26
-0.2% -$4.77K 1.64% 15
2025
Q1
$2.43M Sell
15,190
-5
-0% -$800 1.45% 17
2024
Q4
$1.85M Hold
15,195
1.05% 25
2024
Q3
$1.87M Hold
15,195
1.07% 22
2024
Q2
$1.56M Buy
15,195
+16
+0.1% +$1.64K 0.98% 23
2024
Q1
$1.41M Hold
15,179
0.96% 22
2023
Q4
$1.45M Sell
15,179
-1,200
-7% -$115K 1.09% 20
2023
Q3
$1.54M Hold
16,379
1.15% 17
2023
Q2
$1.62M Sell
16,379
-135
-0.8% -$13.4K 1.19% 18
2023
Q1
$1.63M Buy
16,514
+83
+0.5% +$8.18K 1.13% 20
2022
Q4
$1.68M Sell
16,431
-8
-0% -$820 1.1% 22
2022
Q3
$1.39M Sell
16,439
-90
-0.5% -$7.58K 0.94% 26
2022
Q2
$1.65M Buy
16,529
+257
+2% +$25.7K 0.94% 25
2022
Q1
$1.55M Hold
16,272
0.76% 27
2021
Q4
$1.57M Sell
16,272
-72
-0.4% -$6.93K 0.74% 29
2021
Q3
$1.57M Buy
16,344
+74
+0.5% +$7.11K 0.83% 27
2021
Q2
$1.63M Hold
16,270
0.89% 24
2021
Q1
$1.46M Sell
16,270
-300
-2% -$27K 0.88% 22
2020
Q4
$1.39M Sell
16,570
-397
-2% -$33.4K 1% 21
2020
Q3
$1.29M Sell
16,967
-182
-1% -$13.9K 1.32% 17
2020
Q2
$1.22M Sell
17,149
-39
-0.2% -$2.78K 1.35% 17
2020
Q1
$1.28M Sell
17,188
-1,115
-6% -$82.7K 1.81% 13
2019
Q4
$1.58M Buy
+18,303
New +$1.58M 1.66% 14