Patriot Investment Management Group’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 | $773K | Sell |
4,242
-3,966
| -48% | -$722K | 0.05% | 127 |
|
|
2025
Q1 | $1.3M | Sell |
8,208
-265
| -3% | -$42.1K | 0.1% | 87 |
|
|
2024
Q4 | $1.02M | Buy |
8,473
+265
| +3% | +$31.9K | 0.08% | 107 |
|
|
2024
Q3 | $996K | Hold |
8,208
| – | – | 0.07% | 111 |
|
|
2024
Q2 | $832K | Sell |
8,208
-74
| -0.9% | -$7.5K | 0.07% | 117 |
|
|
2024
Q1 | $759K | Hold |
8,282
| – | – | 0.06% | 127 |
|
|
2023
Q4 | $779K | Hold |
8,282
| – | – | 0.07% | 121 |
|
|
2023
Q3 | $767K | Hold |
8,282
| – | – | 0.07% | 117 |
|
|
2023
Q2 | $808K | Buy |
8,282
+219
| +3% | +$21.4K | 0.07% | 125 |
|
|
2023
Q1 | $784K | Hold |
8,063
| – | – | 0.07% | 125 |
|
|
2022
Q4 | $837K | Buy |
8,063
+1
| +0% | +$104 | 0.07% | 122 |
|
|
2022
Q3 | $669K | Buy |
8,062
+54
| +0.7% | +$4.48K | 0.07% | 131 |
|
|
2022
Q2 | $790K | Sell |
8,008
-52
| -0.6% | -$5.13K | 0.08% | 125 |
|
|
2022
Q1 | $757K | Buy |
8,060
+530
| +7% | +$49.8K | 0.07% | 136 |
|
|
2021
Q4 | $715K | Buy |
7,530
+84
| +1% | +$7.98K | 0.06% | 144 |
|
|
2021
Q3 | $705K | Buy |
7,446
+327
| +5% | +$31K | 0.06% | 137 |
|
|
2021
Q2 | $705K | Buy |
7,119
+81
| +1% | +$8.02K | 0.07% | 139 |
|
|
2021
Q1 | $624K | Buy |
7,038
+1,701
| +32% | +$151K | 0.06% | 143 |
|
|
2020
Q4 | $441K | Sell |
5,337
-3,277
| -38% | -$271K | 0.07% | 127 |
|
|
2020
Q3 | $645K | Buy |
8,614
+57
| +0.7% | +$4.27K | 0.08% | 126 |
|
|
2020
Q2 | $600K | Buy |
8,557
+54
| +0.6% | +$3.78K | 0.08% | 133 |
|
|
2020
Q1 | $620K | Buy |
8,503
+1,876
| +28% | +$137K | 0.09% | 115 |
|
|
2019
Q4 | $563K | Buy |
6,627
+50
| +0.8% | +$4.25K | 0.07% | 138 |
|
|
2019
Q3 | $509K | Sell |
6,577
-409
| -6% | -$31.7K | 0.07% | 140 |
|
|
2019
Q2 | $548K | Buy |
6,986
+200
| +3% | +$15.7K | 0.08% | 135 |
|
|
2019
Q1 | $599K | Buy |
+6,786
| New | +$599K | 0.09% | 128 |
|