Newton One Investments’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 | $156K | Buy |
855
+3
| +0.4% | +$546 | 0.05% | 46 |
|
|
2025
Q1 | $135K | Buy |
852
+4
| +0.5% | +$635 | 0.05% | 48 |
|
|
2024
Q4 | $102K | Buy |
+848
| New | +$102K | 0.04% | 52 |
|
|
2024
Q3 | – | Sell |
-840
| Closed | -$85.2K | – | 89 |
|
|
2024
Q2 | $85.2K | Buy |
840
+4
| +0.5% | +$406 | 0.04% | 55 |
|
|
2024
Q1 | $76.6K | Buy |
836
+11
| +1% | +$1.01K | 0.03% | 56 |
|
|
2023
Q4 | $77.6K | Buy |
825
+12
| +1% | +$1.13K | 0.04% | 59 |
|
|
2023
Q3 | $75.3K | Buy |
813
+10
| +1% | +$926 | 0.04% | 59 |
|
|
2023
Q2 | $78.4K | Buy |
803
+10
| +1% | +$976 | 0.05% | 59 |
|
|
2023
Q1 | $77.1K | Hold |
793
| – | – | 0.05% | 60 |
|
|
2022
Q4 | $80.2K | Sell |
793
-331
| -29% | -$33.5K | 0.05% | 58 |
|
|
2022
Q3 | $93K | Hold |
1,124
| – | – | 0.07% | 50 |
|
|
2022
Q2 | $111K | Hold |
1,124
| – | – | 0.08% | 45 |
|
|
2022
Q1 | $106K | Hold |
1,124
| – | – | 0.08% | 52 |
|
|
2021
Q4 | $107K | Sell |
1,124
-28
| -2% | -$2.67K | 0.08% | 53 |
|
|
2021
Q3 | $109K | Buy |
1,152
+5
| +0.4% | +$473 | 0.08% | 52 |
|
|
2021
Q2 | $114K | Buy |
1,147
+669
| +140% | +$66.5K | 0.09% | 51 |
|
|
2021
Q1 | $42K | Buy |
478
+7
| +1% | +$615 | 0.04% | 51 |
|
|
2020
Q4 | $39K | Buy |
+471
| New | +$39K | 0.04% | 47 |
|