Optas LLC’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 | $1.24M | Buy |
6,816
+3,775
| +124% | +$688K | 0.24% | 56 |
|
|
2025
Q1 | $483K | Buy |
3,041
+454
| +18% | +$72.1K | 0.08% | 124 |
|
|
2024
Q4 | $311K | Buy |
2,587
+379
| +17% | +$45.6K | 0.07% | 174 |
|
|
2024
Q3 | $268K | Buy |
+2,208
| New | +$268K | 0.06% | 186 |
|
|
2023
Q2 | – | Sell |
-2,225
| Closed | -$216K | – | 168 |
|
|
2023
Q1 | $216K | Buy |
2,225
+247
| +12% | +$24K | 0.08% | 147 |
|
|
2022
Q4 | $200K | Buy |
+1,978
| New | +$200K | 0.08% | 136 |
|
|
2022
Q3 | – | Sell |
-2,041
| Closed | -$201K | – | 142 |
|
|
2022
Q2 | $201K | Buy |
+2,041
| New | +$201K | 0.08% | 131 |
|
|
2020
Q4 | – | Sell |
-2,694
| Closed | -$203K | – | 166 |
|
|
2020
Q3 | $203K | Buy |
+2,694
| New | +$203K | 0.06% | 153 |
|