Nelson Capital Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
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|
2025
Q1 | $218K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $118K | Hold |
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|
2019
Q2 | $122K | Hold |
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|
2019
Q1 | $137K | Buy |
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|
2018
Q4 | $102K | Hold |
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|
2018
Q3 | $125K | Buy |
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|
2018
Q2 | $115K | Hold |
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|
2018
Q1 | $142K | Sell |
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|
2017
Q4 | $164K | Buy |
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|
2017
Q3 | $154K | Hold |
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|
2017
Q2 | $163K | Hold |
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|
2017
Q1 | $157K | Hold |
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|
2016
Q4 | $127K | Hold |
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|
2016
Q3 | $135K | Buy |
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|
2016
Q2 | $61K | Hold |
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|
2016
Q1 | $59K | Hold |
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|
2015
Q4 | $53K | Hold |
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|
2015
Q3 | $48K | Hold |
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|
2015
Q2 | $48K | Hold |
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|
2015
Q1 | $45K | Sell |
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|
2014
Q4 | $101K | Buy |
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|
2014
Q3 | $90K | Sell |
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|
2014
Q2 | $97K | Buy |
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|
2014
Q1 | $65K | Sell |
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|
2013
Q4 | $259K | Hold |
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|
2013
Q3 | $258K | Hold |
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|
2013
Q2 | $258K | Buy |
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