Members Trust’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 | $416K | Buy |
2,285
+658
| +40% | +$120K | 0.01% | 90 |
|
|
2025
Q1 | $258K | Buy |
+1,627
| New | +$258K | 0.01% | 108 |
|
|
2021
Q4 | – | Sell |
-2,327
| Closed | -$232K | – | 124 |
|
|
2021
Q3 | $232K | Sell |
2,327
-180
| -7% | -$17.9K | 0.01% | 106 |
|
|
2021
Q2 | $248K | Sell |
2,507
-516
| -17% | -$51K | 0.01% | 112 |
|
|
2021
Q1 | $268K | Sell |
3,023
-321
| -10% | -$28.5K | 0.01% | 92 |
|
|
2020
Q4 | $277K | Buy |
3,344
+327
| +11% | +$27.1K | 0.01% | 90 |
|
|
2020
Q3 | $226K | Buy |
+3,017
| New | +$226K | 0.01% | 93 |
|
|
2018
Q1 | $306K | Sell |
3,083
-121
| -4% | -$12K | 0.02% | 70 |
|
|
2017
Q4 | $339K | Buy |
3,204
+75
| +2% | +$7.94K | 0.02% | 60 |
|
|
2017
Q3 | $347K | Buy |
3,129
+500
| +19% | +$55.4K | 0.02% | 56 |
|
|
2017
Q2 | $309K | Buy |
2,629
+675
| +35% | +$79.3K | 0.02% | 62 |
|
|
2017
Q1 | $221K | Buy |
+1,954
| New | +$221K | 0.01% | 75 |
|