ML
McAdam LLC’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
5,624
+881
| +19% | +$160K | 0.06% | 137 |
|
|
2025
Q1 | $753K | Buy |
4,743
+1,361
| +40% | +$216K | 0.05% | 145 |
|
|
2024
Q4 | $407K | Buy |
3,382
+1,355
| +67% | +$163K | 0.02% | 224 |
|
|
2024
Q3 | $246K | Buy |
+2,027
| New | +$246K | 0.01% | 288 |
|
|
2018
Q4 | – | Sell |
-624
| Closed | -$52K | – | 458 |
|
|
2018
Q3 | $52K | Hold |
624
| – | – | 0.02% | 167 |
|
|
2018
Q2 | $50K | Buy |
624
+18
| +3% | +$1.44K | 0.02% | 150 |
|
|
2018
Q1 | $60K | Buy |
+606
| New | +$60K | 0.03% | 136 |
|
|
2017
Q1 | – | Sell |
-2,662
| Closed | -$244K | – | 50 |
|
|
2016
Q4 | $244K | Buy |
+2,662
| New | +$244K | 0.24% | 44 |
|