Phoenix Financial’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 | $2.47M | Sell |
13,519
-6,259
| -32% | -$1.14M | 0.03% | 168 |
|
|
2025
Q1 | $3.15M | Buy |
19,778
+758
| +4% | +$121K | 0.05% | 153 |
|
|
2024
Q4 | $2.29M | Buy |
19,020
+3,437
| +22% | +$414K | 0.03% | 181 |
|
|
2024
Q3 | $1.9M | Buy |
15,583
+6,269
| +67% | +$764K | 0.03% | 189 |
|
|
2024
Q2 | $945K | Buy |
9,314
+1,027
| +12% | +$104K | 0.01% | 218 |
|
|
2024
Q1 | $757K | Buy |
+8,287
| New | +$757K | 0.01% | 241 |
|
|
2021
Q1 | – | Sell |
-12,455
| Closed | -$1.03M | – | 456 |
|
|
2020
Q4 | $1.03M | Sell |
12,455
-27,904
| -69% | -$2.31M | 0.03% | 222 |
|
|
2020
Q3 | $2.84M | Sell |
40,359
-4,432
| -10% | -$312K | 0.12% | 127 |
|
|
2020
Q2 | $2.99M | Buy |
44,791
+3,565
| +9% | +$238K | 0.13% | 128 |
|
|
2020
Q1 | $2.94M | Sell |
41,226
-470,252
| -92% | -$33.6M | 0.15% | 130 |
|
|
2019
Q4 | $43.8M | Hold |
511,478
| – | – | 1.83% | 5 |
|
|
2019
Q3 | $37.4M | Buy |
+511,478
| New | +$37.4M | 1.77% | 6 |
|