Per Stirling Capital Management’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 | $820K | Hold |
4,505
| – | – | 0.11% | 125 |
|
2025
Q1 | $715K | Hold |
4,505
| – | – | 0.1% | 135 |
|
2024
Q4 | $542K | Sell |
4,505
-479
| -10% | -$57.6K | 0.08% | 151 |
|
2024
Q3 | $605K | Buy |
4,984
+479
| +11% | +$58.2K | 0.08% | 157 |
|
2024
Q2 | $456K | Hold |
4,505
| – | – | 0.07% | 166 |
|
2024
Q1 | $413K | Hold |
4,505
| – | – | 0.07% | 163 |
|
2023
Q4 | $424K | Sell |
4,505
-485
| -10% | -$45.6K | 0.08% | 145 |
|
2023
Q3 | $462K | Sell |
4,990
-87
| -2% | -$8.05K | 0.1% | 129 |
|
2023
Q2 | $496K | Buy |
5,077
+87
| +2% | +$8.49K | 0.1% | 122 |
|
2023
Q1 | $485K | Hold |
4,990
| – | – | 0.1% | 114 |
|
2022
Q4 | $505K | Buy |
+4,990
| New | +$505K | 0.09% | 123 |
|