McAlister Sweet & 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 | $425K | Hold |
2,335
| – | – | 0.38% | 19 |
|
|
2025
Q1 | $371K | Buy |
+2,335
| New | +$371K | 0.28% | 21 |
|
|
2024
Q4 | – | Sell |
-2,335
| Closed | -$283K | – | 28 |
|
|
2024
Q3 | $283K | Hold |
2,335
| – | – | 0.23% | 25 |
|
|
2024
Q2 | $237K | Sell |
2,335
-4
| -0.2% | -$405 | 0.17% | 29 |
|
|
2024
Q1 | $214K | Hold |
2,339
| – | – | 0.17% | 31 |
|
|
2023
Q4 | $220K | Hold |
2,339
| – | – | 0.2% | 30 |
|
|
2023
Q3 | $217K | Hold |
2,339
| – | – | 0.18% | 28 |
|
|
2023
Q2 | $228K | Hold |
2,339
| – | – | 0.2% | 30 |
|
|
2023
Q1 | $227K | Hold |
2,339
| – | – | 0.25% | 22 |
|
|
2022
Q4 | $237K | Buy |
+2,339
| New | +$237K | 0.35% | 20 |
|
|
2022
Q3 | – | Sell |
-2,356
| Closed | -$233K | – | 32 |
|
|
2022
Q2 | $233K | Hold |
2,356
| – | – | 0.24% | 31 |
|
|
2022
Q1 | $221K | Hold |
2,356
| – | – | 0.23% | 26 |
|
|
2021
Q4 | $224K | Buy |
+2,356
| New | +$224K | 0.2% | 36 |
|