MC
McMorgan & Co’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $855K | Buy |
4,693
+865
| +23% | +$158K | 0.13% | 51 |
|
|
2025
Q1 | $608K | Sell |
3,828
-964
| -20% | -$153K | 0.1% | 53 |
|
|
2024
Q4 | $577K | Sell |
4,792
-249
| -5% | -$30K | 0.09% | 53 |
|
|
2024
Q3 | $612K | Sell |
5,041
-3,389
| -40% | -$411K | 0.09% | 56 |
|
|
2024
Q2 | $854K | Sell |
8,430
-1,707
| -17% | -$173K | 0.14% | 49 |
|
|
2024
Q1 | $929K | Hold |
10,137
| – | – | 0.16% | 48 |
|
|
2023
Q4 | $954K | Sell |
10,137
-510
| -5% | -$48K | 0.16% | 47 |
|
|
2023
Q3 | $986K | Sell |
10,647
-100
| -0.9% | -$9.26K | 0.18% | 44 |
|
|
2023
Q2 | $1.05M | Sell |
10,747
-52
| -0.5% | -$5.08K | 0.2% | 40 |
|
|
2023
Q1 | $1.05M | Sell |
10,799
-331
| -3% | -$32.2K | 0.22% | 41 |
|
|
2022
Q4 | $1.13M | Sell |
11,130
-25
| -0.2% | -$2.53K | 0.24% | 40 |
|
|
2022
Q3 | $926K | Sell |
11,155
-720
| -6% | -$59.8K | 0.22% | 40 |
|
|
2022
Q2 | $1.17M | Sell |
11,875
-3,933
| -25% | -$388K | 0.26% | 39 |
|
|
2022
Q1 | $1.49M | Buy |
15,808
+400
| +3% | +$37.6K | 0.32% | 29 |
|
|
2021
Q4 | $1.46M | Buy |
15,408
+4,489
| +41% | +$427K | 0.26% | 33 |
|
|
2021
Q3 | $1.04M | Buy |
+10,919
| New | +$1.04M | 0.21% | 36 |
|