Ridgewood Investments’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 | $439K | Sell |
2,410
-192
| -7% | -$35K | 0.19% | 127 |
|
|
2025
Q1 | $393K | Sell |
2,602
-1,852
| -42% | -$280K | 0.18% | 130 |
|
|
2024
Q4 | $536K | Sell |
4,454
-71
| -2% | -$8.55K | 0.26% | 103 |
|
|
2024
Q3 | $549K | Sell |
4,525
-101
| -2% | -$12.3K | 0.27% | 98 |
|
|
2024
Q2 | $469K | Sell |
4,626
-526
| -10% | -$53.3K | 0.23% | 114 |
|
|
2024
Q1 | $472K | Sell |
5,152
-3
| -0.1% | -$275 | 0.25% | 120 |
|
|
2023
Q4 | $485K | Buy |
5,155
+28
| +0.5% | +$2.63K | 0.29% | 111 |
|
|
2023
Q3 | $475K | Buy |
5,127
+512
| +11% | +$47.4K | 0.31% | 102 |
|
|
2023
Q2 | $451K | Buy |
4,615
+1,511
| +49% | +$148K | 0.26% | 112 |
|
|
2023
Q1 | $302K | Buy |
3,104
+11
| +0.4% | +$1.07K | 0.18% | 135 |
|
|
2022
Q4 | $313K | Buy |
3,093
+13
| +0.4% | +$1.32K | 0.22% | 139 |
|
|
2022
Q3 | $256K | Buy |
3,080
+11
| +0.4% | +$914 | 0.21% | 136 |
|
|
2022
Q2 | $303K | Sell |
3,069
-111
| -3% | -$11K | 0.24% | 135 |
|
|
2022
Q1 | $299K | Buy |
3,180
+10
| +0.3% | +$940 | 0.2% | 145 |
|
|
2021
Q4 | $301K | Buy |
3,170
+41
| +1% | +$3.89K | 0.19% | 145 |
|
|
2021
Q3 | $297K | Buy |
3,129
+111
| +4% | +$10.5K | 0.2% | 143 |
|
|
2021
Q2 | $299K | Buy |
3,018
+767
| +34% | +$76K | 0.19% | 147 |
|
|
2021
Q1 | $200K | Buy |
+2,251
| New | +$200K | 0.12% | 179 |
|