McElhenny Sheffield Capital Management’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
Q3 | $1.37M | Sell |
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|
2025
Q2 | $1.57M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $945K | Buy |
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|
2024
Q3 | $951K | Buy |
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|
2024
Q2 | $793K | Sell |
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|
2024
Q1 | $717K | Hold |
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|
2023
Q4 | $736K | Sell |
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|
2023
Q3 | $741K | Hold |
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|
2023
Q2 | $781K | Sell |
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|
2023
Q1 | $780K | Buy |
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|
2022
Q4 | $806K | Sell |
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|
2022
Q3 | $665K | Hold |
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|
2022
Q2 | $791K | Hold |
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|
2022
Q1 | $753K | Sell |
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|
2021
Q4 | $799K | Sell |
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|
2021
Q3 | $798K | Buy |
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