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Nelson Capital Management’s Philip Morris PM Stock Holding History

Nelson Capital Management’s Portfolio PM Stock Details PM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$311K Buy
1,709
+333
+24% +$60.6K 0.04% 91
2025
Q1 		$218K Buy
+1,376
New +$218K 0.04% 97
2019
Q4 		– Sell
-1,551
Closed -$118K – 240
2019
Q3 		$118K Hold
1,551
– – 0.03% 109
2019
Q2 		$122K Hold
1,551
– – 0.03% 110
2019
Q1 		$137K Buy
1,551
+21
+1% +$1.86K 0.03% 98
2018
Q4 		$102K Hold
1,530
– – 0.03% 107
2018
Q3 		$125K Buy
1,530
+100
+7% +$8.17K 0.03% 98
2018
Q2 		$115K Hold
1,430
– – 0.03% 101
2018
Q1 		$142K Sell
1,430
-125
-8% -$12.4K 0.04% 106
2017
Q4 		$164K Buy
1,555
+165
+12% +$17.4K 0.05% 96
2017
Q3 		$154K Hold
1,390
– – 0.05% 92
2017
Q2 		$163K Hold
1,390
– – 0.06% 92
2017
Q1 		$157K Hold
1,390
– – 0.05% 92
2016
Q4 		$127K Hold
1,390
– – 0.04% 94
2016
Q3 		$135K Buy
1,390
+790
+132% +$76.7K 0.05% 90
2016
Q2 		$61K Hold
600
– – 0.02% 102
2016
Q1 		$59K Hold
600
– – 0.02% 104
2015
Q4 		$53K Hold
600
– – 0.02% 108
2015
Q3 		$48K Hold
600
– – 0.02% 111
2015
Q2 		$48K Hold
600
– – 0.02% 119
2015
Q1 		$45K Sell
600
-642
-52% -$48.2K 0.02% 123
2014
Q4 		$101K Buy
1,242
+167
+16% +$13.6K 0.04% 96
2014
Q3 		$90K Sell
1,075
-80
-7% -$6.7K 0.03% 100
2014
Q2 		$97K Buy
1,155
+360
+45% +$30.2K 0.04% 97
2014
Q1 		$65K Sell
795
-2,180
-73% -$178K 0.03% 108
2013
Q4 		$259K Hold
2,975
– – 0.12% 68
2013
Q3 		$258K Hold
2,975
– – 0.12% 66
2013
Q2 		$258K Buy
+2,975
New +$258K 0.13% 61