Principal Securities’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 | $13.5M | Buy |
74,127
+11,374
| +18% | +$2.07M | 0.25% | 76 |
|
|
2025
Q1 | $7.55M | Hold |
62,753
| – | – | 0.17% | 119 |
|
|
2024
Q4 | $7.55M | Buy |
62,753
+8,038
| +15% | +$967K | 0.17% | 118 |
|
|
2024
Q3 | $6.64M | Buy |
54,715
+4,022
| +8% | +$488K | 0.16% | 120 |
|
|
2024
Q2 | $5.14M | Buy |
50,693
+3,754
| +8% | +$380K | 0.14% | 136 |
|
|
2024
Q1 | $4.3M | Sell |
46,939
-3,661
| -7% | -$335K | 0.13% | 146 |
|
|
2023
Q4 | $4.76M | Buy |
+50,600
| New | +$4.76M | 0.18% | 116 |
|