Moody Aldrich Partners’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 | $1.04M | Buy |
5,721
+12
| +0.2% | +$2.19K | 0.2% | 111 |
|
2025
Q1 | $906K | Buy |
5,709
+2,790
| +96% | +$443K | 0.19% | 110 |
|
2024
Q4 | $351K | Sell |
2,919
-306
| -9% | -$36.8K | 0.07% | 146 |
|
2024
Q3 | $392K | Buy |
3,225
+513
| +19% | +$62.3K | 0.07% | 142 |
|
2024
Q2 | $275K | Buy |
2,712
+11
| +0.4% | +$1.12K | 0.05% | 178 |
|
2024
Q1 | $247K | Buy |
+2,701
| New | +$247K | 0.04% | 195 |
|