Mount Vernon Associates’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 | $237K | Hold |
1,300
| – | – | 0.17% | 51 |
|
|
2025
Q1 | $206K | Buy |
+1,300
| New | +$206K | 0.17% | 50 |
|
|
2018
Q1 | – | Sell |
-1,950
| Closed | -$206K | – | 56 |
|
|
2017
Q4 | $206K | Hold |
1,950
| – | – | 0.31% | 49 |
|
|
2017
Q3 | $216K | Sell |
1,950
-300
| -13% | -$33.2K | 0.36% | 49 |
|
|
2017
Q2 | $264K | Hold |
2,250
| – | – | 0.47% | 44 |
|
|
2017
Q1 | $254K | Hold |
2,250
| – | – | 0.47% | 45 |
|
|
2016
Q4 | $206K | Hold |
2,250
| – | – | 0.4% | 51 |
|
|
2016
Q3 | $219K | Hold |
2,250
| – | – | 0.45% | 48 |
|
|
2016
Q2 | $229K | Hold |
2,250
| – | – | 0.49% | 48 |
|
|
2016
Q1 | $221K | Buy |
+2,250
| New | +$221K | 0.49% | 50 |
|
|
2014
Q4 | – | Sell |
-2,550
| Closed | -$213K | – | 54 |
|
|
2014
Q3 | $213K | Hold |
2,550
| – | – | 0.53% | 50 |
|
|
2014
Q2 | $215K | Hold |
2,550
| – | – | 0.55% | 50 |
|
|
2014
Q1 | $209K | Hold |
2,550
| – | – | 0.55% | 49 |
|
|
2013
Q4 | $222K | Hold |
2,550
| – | – | 0.58% | 48 |
|
|
2013
Q3 | $221K | Hold |
2,550
| – | – | 0.67% | 45 |
|
|
2013
Q2 | $221K | Buy |
+2,550
| New | +$221K | 0.24% | 46 |
|