MJP 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 | $935K | Buy |
5,131
+416
| +9% | +$75.8K | 0.14% | 67 |
|
|
2025
Q1 | $748K | Buy |
4,715
+99
| +2% | +$15.7K | 0.14% | 72 |
|
|
2024
Q4 | $556K | Buy |
4,616
+147
| +3% | +$17.7K | 0.1% | 88 |
|
|
2024
Q3 | $543K | Buy |
4,469
+55
| +1% | +$6.68K | 0.1% | 94 |
|
|
2024
Q2 | $447K | Buy |
4,414
+196
| +5% | +$19.9K | 0.09% | 124 |
|
|
2024
Q1 | $386K | Buy |
4,218
+1,178
| +39% | +$108K | 0.08% | 135 |
|
|
2023
Q4 | $286K | Sell |
3,040
-1,018
| -25% | -$95.8K | 0.08% | 134 |
|
|
2023
Q3 | $376K | Hold |
4,058
| – | – | 0.11% | 82 |
|
|
2023
Q2 | $396K | Sell |
4,058
-9
| -0.2% | -$879 | 0.13% | 81 |
|
|
2023
Q1 | $396K | Sell |
4,067
-111
| -3% | -$10.8K | 0.12% | 78 |
|
|
2022
Q4 | $423K | Buy |
4,178
+62
| +2% | +$6.27K | 0.12% | 79 |
|
|
2022
Q3 | $342K | Buy |
4,116
+18
| +0.4% | +$1.5K | 0.1% | 86 |
|
|
2022
Q2 | $405K | Sell |
4,098
-91
| -2% | -$8.99K | 0.11% | 80 |
|
|
2022
Q1 | $394K | Sell |
4,189
-116
| -3% | -$10.9K | 0.1% | 90 |
|
|
2021
Q4 | $412K | Sell |
4,305
-356
| -8% | -$34.1K | 0.12% | 89 |
|
|
2021
Q3 | $442K | Sell |
4,661
-23
| -0.5% | -$2.18K | 0.15% | 77 |
|
|
2021
Q2 | $464K | Buy |
4,684
+73
| +2% | +$7.23K | 0.16% | 75 |
|
|
2021
Q1 | $409K | Sell |
4,611
-99
| -2% | -$8.78K | 0.17% | 76 |
|
|
2020
Q4 | $390K | Buy |
+4,710
| New | +$390K | 0.16% | 76 |
|