NEOS Investment Management’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
$23.5M Buy
129,110
+26,751
+26% +$4.87M 0.29% 65
2025
Q1
$16.2M Buy
102,359
+8,875
+9% +$1.41M 0.31% 68
2024
Q4
$11.3M Buy
93,484
+22,399
+32% +$2.7M 0.27% 69
2024
Q3
$8.63M Buy
71,085
+14,616
+26% +$1.77M 0.26% 77
2024
Q2
$5.72M Buy
56,469
+17,928
+47% +$1.82M 0.24% 78
2024
Q1
$3.53M Buy
38,541
+16,544
+75% +$1.52M 0.22% 89
2023
Q4
$2.07M Buy
21,997
+6,310
+40% +$594K 0.2% 102
2023
Q3
$1.45M Buy
+15,687
New +$1.45M 0.19% 117