MAM
Morse Asset Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.1K | Hold |
500
| – | – | 0.02% | 184 |
|
|
2025
Q1 | $79.4K | Sell |
500
-2,800
| -85% | -$444K | 0.02% | 178 |
|
|
2024
Q4 | $397K | Buy |
3,300
+1,600
| +94% | +$193K | 0.09% | 129 |
|
|
2024
Q3 | $206K | Buy |
+1,700
| New | +$206K | 0.04% | 171 |
|
|
2023
Q3 | – | Sell |
-2,570
| Closed | -$251K | – | 140 |
|
|
2023
Q2 | $251K | Hold |
2,570
| – | – | 0.08% | 132 |
|
|
2023
Q1 | $250K | Sell |
2,570
-500
| -16% | -$48.6K | 0.08% | 129 |
|
|
2022
Q4 | $311K | Hold |
3,070
| – | – | 0.11% | 115 |
|
|
2022
Q3 | $255K | Sell |
3,070
-500
| -14% | -$41.5K | 0.1% | 124 |
|
|
2022
Q2 | $353K | Buy |
+3,570
| New | +$353K | 0.11% | 122 |
|
|
2017
Q3 | – | Sell |
-2,150
| Closed | -$253K | – | 134 |
|
|
2017
Q2 | $253K | Hold |
2,150
| – | – | 0.08% | 113 |
|
|
2017
Q1 | $243K | Buy |
+2,150
| New | +$243K | 0.08% | 120 |
|