RiverGlades Family Offices’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 | $448K | Hold |
2,460
| – | – | 0.29% | 55 |
|
|
2025
Q1 | $390K | Hold |
2,460
| – | – | 0.28% | 56 |
|
|
2024
Q4 | $296K | Hold |
2,460
| – | – | 0.21% | 65 |
|
|
2024
Q3 | $299K | Hold |
2,460
| – | – | 0.21% | 64 |
|
|
2024
Q2 | $249K | Hold |
2,460
| – | – | 0.19% | 69 |
|
|
2024
Q1 | $245K | Hold |
2,460
| – | – | 0.19% | 67 |
|
|
2023
Q4 | $221K | Hold |
2,460
| – | – | 0.18% | 70 |
|
|
2023
Q3 | $228K | Hold |
2,460
| – | – | 0.2% | 68 |
|
|
2023
Q2 | $240K | Hold |
2,460
| – | – | 0.21% | 67 |
|
|
2023
Q1 | $239K | Sell |
2,460
-2,400
| -49% | -$233K | 0.22% | 64 |
|
|
2022
Q4 | $492K | Buy |
+4,860
| New | +$492K | 0.45% | 42 |
|
|
2022
Q2 | $480K | Hold |
4,860
| – | – | 0.45% | 40 |
|
|
2022
Q1 | $457K | Hold |
4,860
| – | – | 0.34% | 49 |
|
|
2021
Q4 | $462K | Hold |
4,860
| – | – | 0.33% | 47 |
|
|
2021
Q3 | $461K | Hold |
4,860
| – | – | 0.36% | 45 |
|
|
2021
Q2 | $482K | Hold |
4,860
| – | – | 0.37% | 43 |
|
|
2021
Q1 | $431K | Hold |
4,860
| – | – | 0.35% | 45 |
|
|
2020
Q4 | $402K | Buy |
4,860
+900
| +23% | +$74.4K | 0.34% | 46 |
|
|
2020
Q3 | $297K | Buy |
3,960
+700
| +21% | +$52.5K | 0.28% | 51 |
|
|
2020
Q2 | $228K | Buy |
+3,260
| New | +$228K | 0.23% | 58 |
|