McDonald Partners’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 | $1.26M | Buy |
6,904
+1
| +0% | +$182 | 0.3% | 97 |
|
|
2025
Q1 | $1.1M | Sell |
6,903
-300
| -4% | -$47.6K | 0.29% | 103 |
|
|
2024
Q4 | $867K | Buy |
7,203
+150
| +2% | +$18.1K | 0.22% | 120 |
|
|
2024
Q3 | $856K | Sell |
7,053
-644
| -8% | -$78.2K | 0.21% | 120 |
|
|
2024
Q2 | $780K | Buy |
7,697
+66
| +0.9% | +$6.69K | 0.21% | 124 |
|
|
2024
Q1 | $699K | Sell |
7,631
-99
| -1% | -$9.07K | 0.19% | 132 |
|
|
2023
Q4 | $727K | Buy |
7,730
+110
| +1% | +$10.3K | 0.22% | 125 |
|
|
2023
Q3 | $705K | Sell |
7,620
-1,468
| -16% | -$136K | 0.23% | 120 |
|
|
2023
Q2 | $887K | Buy |
9,088
+1,491
| +20% | +$146K | 0.27% | 104 |
|
|
2023
Q1 | $739K | Buy |
7,597
+616
| +9% | +$59.9K | 0.24% | 119 |
|
|
2022
Q4 | $707K | Sell |
6,981
-1,247
| -15% | -$126K | 0.24% | 117 |
|
|
2022
Q3 | $683K | Sell |
8,228
-1,480
| -15% | -$123K | 0.26% | 113 |
|
|
2022
Q2 | $959K | Sell |
9,708
-1,339
| -12% | -$132K | 0.24% | 116 |
|
|
2022
Q1 | $1.04M | Buy |
11,047
+488
| +5% | +$45.9K | 0.23% | 123 |
|
|
2021
Q4 | $1M | Sell |
10,559
-1,835
| -15% | -$174K | 0.93% | 31 |
|
|
2021
Q3 | $1.18M | Sell |
12,394
-1,784
| -13% | -$169K | 0.28% | 106 |
|
|
2021
Q2 | $1.41M | Sell |
14,178
-679
| -5% | -$67.3K | 0.33% | 86 |
|
|
2021
Q1 | $1.32M | Sell |
14,857
-883
| -6% | -$78.3K | 0.34% | 87 |
|
|
2020
Q4 | $1.3M | Buy |
+15,740
| New | +$1.3M | 0.37% | 81 |
|