PSI 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 | – | Sell |
-339
| Closed | -$53.8K | – | 528 |
|
|
2025
Q1 | $53.8K | Sell |
339
-75
| -18% | -$11.9K | 0.02% | 233 |
|
|
2024
Q4 | $49.7K | Buy |
414
+1
| +0.2% | +$120 | 0.01% | 277 |
|
|
2024
Q3 | $50.1K | Buy |
413
+1
| +0.2% | +$121 | 0.01% | 275 |
|
|
2024
Q2 | $41.7K | Sell |
412
-67
| -14% | -$6.78K | 0.01% | 278 |
|
|
2024
Q1 | $43.9K | Hold |
479
| – | – | 0.02% | 273 |
|
|
2023
Q4 | $45K | Buy |
479
+101
| +27% | +$9.49K | 0.02% | 273 |
|
|
2023
Q3 | $35K | Buy |
378
+70
| +23% | +$6.47K | 0.02% | 292 |
|
|
2023
Q2 | $30K | Sell |
308
-631
| -67% | -$61.5K | 0.01% | 319 |
|
|
2023
Q1 | $91.3K | Buy |
939
+642
| +216% | +$62.4K | 0.04% | 165 |
|
|
2022
Q4 | $30.1K | Buy |
297
+1
| +0.3% | +$101 | 0.02% | 271 |
|
|
2022
Q3 | $25K | Buy |
296
+1
| +0.3% | +$84 | 0.01% | 302 |
|
|
2022
Q2 | $29K | Buy |
295
+1
| +0.3% | +$98 | 0.01% | 309 |
|
|
2022
Q1 | $28K | Buy |
294
+1
| +0.3% | +$95 | 0.01% | 327 |
|
|
2021
Q4 | $28K | Hold |
293
| – | – | 0.01% | 343 |
|
|
2021
Q3 | $28K | Buy |
+293
| New | +$28K | 0.01% | 345 |
|
|
2020
Q1 | – | Sell |
-1,003
| Closed | -$85K | – | 457 |
|
|
2019
Q4 | $85K | Buy |
+1,003
| New | +$85K | 0.05% | 203 |
|