Montgomery Investment Management’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 | $306K | Hold |
1,680
| – | – | 0.12% | 82 |
|
|
2025
Q1 | $267K | Hold |
1,680
| – | – | 0.11% | 86 |
|
|
2024
Q4 | $202K | Buy |
+1,680
| New | +$202K | 0.08% | 88 |
|
|
2017
Q2 | – | Sell |
-3,755
| Closed | -$424K | – | 100 |
|
|
2017
Q1 | $424K | Sell |
3,755
-200
| -5% | -$22.6K | 0.18% | 73 |
|
|
2016
Q4 | $362K | Hold |
3,955
| – | – | 0.16% | 81 |
|
|
2016
Q3 | $385K | Hold |
3,955
| – | – | 0.18% | 71 |
|
|
2016
Q2 | $402K | Buy |
+3,955
| New | +$402K | 0.19% | 69 |
|
|
2013
Q4 | – | Sell |
-15,291
| Closed | -$1.32M | – | 72 |
|
|
2013
Q3 | $1.32M | Sell |
15,291
-1,300
| -8% | -$113K | 0.72% | 41 |
|
|
2013
Q2 | $1.44M | Buy |
+16,591
| New | +$1.44M | 0.79% | 37 |
|