Monument Capital 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 | $2.28M | Buy |
12,522
+5,087
| +68% | +$926K | 0.59% | 71 |
|
|
2025
Q1 | $1.18M | Buy |
7,435
+1,016
| +16% | +$161K | 0.36% | 77 |
|
|
2024
Q4 | $773K | Buy |
6,419
+3,257
| +103% | +$392K | 0.21% | 91 |
|
|
2024
Q3 | $384K | Buy |
+3,162
| New | +$384K | 0.11% | 128 |
|
|
2024
Q1 | – | Sell |
-2,199
| Closed | -$207K | – | 196 |
|
|
2023
Q4 | $207K | Sell |
2,199
-94
| -4% | -$8.85K | 0.07% | 175 |
|
|
2023
Q3 | $212K | Buy |
+2,293
| New | +$212K | 0.07% | 158 |
|
|
2023
Q1 | – | Sell |
-2,632
| Closed | -$266K | – | 170 |
|
|
2022
Q4 | $266K | Buy |
+2,632
| New | +$266K | 0.09% | 132 |
|
|
2022
Q2 | – | Sell |
-2,295
| Closed | -$216K | – | 153 |
|
|
2022
Q1 | $216K | Buy |
+2,295
| New | +$216K | 0.07% | 132 |
|
|
2021
Q4 | – | Sell |
-2,453
| Closed | -$233K | – | 155 |
|
|
2021
Q3 | $233K | Buy |
+2,453
| New | +$233K | 0.08% | 135 |
|
|
2018
Q4 | – | Sell |
-22
| Closed | -$2K | – | 261 |
|
|
2018
Q3 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 248 |
|