Monarch Capital Management’s Philip Morris PM Stock Holding History

Monarch Capital Management’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.71M	Hold
2025 Q2	$1.93M	Sell
2025 Q1	$1.78M	Sell
2024 Q4	$1.36M	Hold
2024 Q3	$1.37M	Hold
2024 Q2	$1.14M	Sell
2024 Q1	$1.04M	Sell
2023 Q4	$1.09M	Hold
2023 Q3	$1.07M	Hold
2023 Q2	$1.13M	Hold
2023 Q1	$1.12M	Hold
2022 Q4	$1.17M	Hold
2022 Q3	$962K	Sell
2022 Q2	$1.13M	Hold
2022 Q1	$1.08M	Hold
2021 Q4	$1.09M	Hold
2021 Q3	$1.09M	Hold
2021 Q2	$1.14M	Sell
2021 Q1	$1.04M	Sell
2020 Q4	$981K	Sell
2020 Q3	$931K	Hold
2020 Q2	$870K	Hold
2020 Q1	$906K	Sell
2019 Q4	$1.2M	Sell
2019 Q3	$1.08M	Sell
2019 Q2	$1.13M	Hold
2019 Q1	$1.27M	Buy
2018 Q4	$927K	Buy
2018 Q3	$1.11M	Hold
2018 Q2	$1.1M	Hold
2018 Q1	$1.36M	Sell
2017 Q4	$1.45M	Sell
2017 Q3	$1.54M	Sell
2017 Q2	$1.69M	Sell
2017 Q1	$4.94M	Sell
2016 Q4	$4.01M	Hold
2016 Q3	$4.27M	Sell
2016 Q2	$6.76M	Sell
2016 Q1	$8.23M	Sell
2015 Q4	$7.38M	Hold
2015 Q3	$6.66M	Hold
2015 Q2	$6.73M	Sell
2015 Q1	$6.36M	Buy
2014 Q4	$6.87M	Sell
2014 Q3	$7.06M	Sell
2014 Q2	$7.15M	Sell
2014 Q1	$7.1M	Hold
2013 Q4	$7.56M	Sell
2013 Q3	$7.52M	Sell
2013 Q2	$7.76M	Buy