Prudent Man Advisors’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 | $3.26M | Buy |
17,909
+1,393
| +8% | +$254K | 1.04% | 19 |
|
|
2025
Q1 | $2.62M | Buy |
16,516
+613
| +4% | +$97.3K | 0.95% | 17 |
|
|
2024
Q4 | $1.91M | Sell |
15,903
-1,401
| -8% | -$169K | 0.7% | 23 |
|
|
2024
Q3 | $2.1M | Sell |
17,304
-359
| -2% | -$43.6K | 0.7% | 24 |
|
|
2024
Q2 | $1.79M | Buy |
17,663
+620
| +4% | +$62.8K | 0.63% | 27 |
|
|
2024
Q1 | $1.56M | Buy |
17,043
+645
| +4% | +$59.1K | 0.59% | 30 |
|
|
2023
Q4 | $1.54M | Sell |
16,398
-669
| -4% | -$62.9K | 0.58% | 30 |
|
|
2023
Q3 | $1.58M | Sell |
17,067
-281
| -2% | -$26K | 0.63% | 25 |
|
|
2023
Q2 | $1.69M | Sell |
17,348
-236
| -1% | -$23K | 0.64% | 25 |
|
|
2023
Q1 | $1.71M | Sell |
17,584
-262
| -1% | -$25.5K | 0.67% | 22 |
|
|
2022
Q4 | $1.81M | Buy |
17,846
+2,083
| +13% | +$211K | 0.73% | 22 |
|
|
2022
Q3 | $1.31M | Buy |
15,763
+1,160
| +8% | +$96.3K | 0.62% | 24 |
|
|
2022
Q2 | $1.44M | Sell |
14,603
-51
| -0.3% | -$5.04K | 0.67% | 22 |
|
|
2022
Q1 | $1.38M | Sell |
14,654
-354
| -2% | -$33.3K | 0.56% | 34 |
|
|
2021
Q4 | $1.43M | Sell |
15,008
-1,553
| -9% | -$148K | 0.54% | 35 |
|
|
2021
Q3 | $1.57M | Sell |
16,561
-77
| -0.5% | -$7.3K | 0.59% | 33 |
|
|
2021
Q2 | $1.65M | Sell |
16,638
-3,173
| -16% | -$314K | 0.64% | 26 |
|
|
2021
Q1 | $1.76M | Buy |
19,811
+595
| +3% | +$52.8K | 0.74% | 22 |
|
|
2020
Q4 | $1.59M | Sell |
19,216
-184
| -0.9% | -$15.2K | 0.67% | 23 |
|
|
2020
Q3 | $1.46M | Buy |
19,400
+346
| +2% | +$26K | 0.77% | 20 |
|
|
2020
Q2 | $1.34M | Buy |
+19,054
| New | +$1.34M | 1.18% | 16 |
|