O'Keefe Stevens Advisory’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 | $325K | Sell |
1,782
-69
| -4% | -$12.6K | 0.09% | 57 |
|
|
2025
Q1 | $294K | Sell |
1,851
-5,036
| -73% | -$799K | 0.1% | 57 |
|
|
2024
Q4 | $829K | Buy |
6,887
+1,313
| +24% | +$158K | 0.26% | 33 |
|
|
2024
Q3 | $677K | Buy |
5,574
+1,136
| +26% | +$138K | 0.2% | 33 |
|
|
2024
Q2 | $450K | Buy |
4,438
+673
| +18% | +$68.2K | 0.15% | 39 |
|
|
2024
Q1 | $345K | Buy |
3,765
+1,020
| +37% | +$93.5K | 0.11% | 39 |
|
|
2023
Q4 | $258K | Buy |
2,745
+308
| +13% | +$29K | 0.1% | 39 |
|
|
2023
Q3 | $226K | Buy |
+2,437
| New | +$226K | 0.1% | 38 |
|