Pathstone Holdings’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 | $47.7M | Sell |
261,783
-118,460
| -31% | -$21.6M | 0.19% | 76 |
|
|
2025
Q1 | $60.3M | Buy |
380,243
+133,504
| +54% | +$21.2M | 0.26% | 67 |
|
|
2024
Q4 | $29.7M | Sell |
246,739
-3,385
| -1% | -$408K | 0.13% | 106 |
|
|
2024
Q3 | $30.4M | Sell |
250,124
-1,402
| -0.6% | -$170K | 0.13% | 110 |
|
|
2024
Q2 | $25.5M | Sell |
251,526
-2,085
| -0.8% | -$211K | 0.12% | 129 |
|
|
2024
Q1 | $23.3M | Buy |
253,611
+24,469
| +11% | +$2.24M | 0.11% | 129 |
|
|
2023
Q4 | $21.6M | Buy |
+229,142
| New | +$21.6M | 0.12% | 124 |
|