Okabena Investment Services’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 | $539K | Sell |
2,957
-10,898
| -79% | -$1.98M | 0.12% | 96 |
|
|
2025
Q1 | $2.2M | Buy |
13,855
+4,739
| +52% | +$752K | 0.55% | 41 |
|
|
2024
Q4 | $1.1M | Sell |
9,116
-660
| -7% | -$79.4K | 0.3% | 60 |
|
|
2024
Q3 | $1.19M | Sell |
9,776
-1,206
| -11% | -$146K | 0.33% | 59 |
|
|
2024
Q2 | $1.11M | Buy |
10,982
+3,706
| +51% | +$376K | 0.35% | 57 |
|
|
2024
Q1 | $667K | Buy |
7,276
+101
| +1% | +$9.25K | 0.22% | 79 |
|
|
2023
Q4 | $675K | Buy |
+7,175
| New | +$675K | 0.26% | 75 |
|
|
2022
Q4 | – | Sell |
-1,341
| Closed | -$111K | – | 243 |
|
|
2022
Q3 | $111K | Buy |
1,341
+941
| +235% | +$77.9K | 0.05% | 116 |
|
|
2022
Q2 | $39K | Sell |
400
-21,458
| -98% | -$2.09M | 0.02% | 141 |
|
|
2022
Q1 | $2.06M | Buy |
21,858
+531
| +2% | +$49.9K | 0.87% | 38 |
|
|
2021
Q4 | $2.03M | Buy |
21,327
+242
| +1% | +$23K | 0.77% | 38 |
|
|
2021
Q3 | $2M | Sell |
21,085
-953
| -4% | -$90.4K | 1.05% | 27 |
|
|
2021
Q2 | $2.18M | Buy |
22,038
+405
| +2% | +$40.1K | 1.03% | 28 |
|
|
2021
Q1 | $1.92M | Buy |
21,633
+5,772
| +36% | +$512K | 1.03% | 26 |
|
|
2020
Q4 | $1.31M | Sell |
15,861
-1,761
| -10% | -$146K | 0.77% | 30 |
|
|
2020
Q3 | $1.32M | Buy |
17,622
+405
| +2% | +$30.4K | 1.01% | 32 |
|
|
2020
Q2 | $1.21M | Buy |
17,217
+219
| +1% | +$15.3K | 1.06% | 27 |
|
|
2020
Q1 | $1.24M | Sell |
16,998
-1,993
| -10% | -$145K | 1.41% | 22 |
|
|
2019
Q4 | $1.62M | Buy |
+18,991
| New | +$1.62M | 1.5% | 24 |
|