Riverview Trust Company’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 |
-705
| Closed | -$112K | – | 493 |
|
2025
Q1 | $112K | Sell |
705
-32
| -4% | -$5.08K | 0.11% | 144 |
|
2024
Q4 | $88.7K | Buy |
737
+5
| +0.7% | +$602 | 0.08% | 171 |
|
2024
Q3 | $88.9K | Buy |
732
+429
| +142% | +$52.1K | 0.08% | 177 |
|
2024
Q2 | $30.7K | Sell |
303
-498
| -62% | -$50.5K | 0.03% | 303 |
|
2024
Q1 | $73.4K | Buy |
+801
| New | +$73.4K | 0.06% | 198 |
|
2023
Q4 | – | Sell |
-729
| Closed | -$67.5K | – | 492 |
|
2023
Q3 | $67.5K | Buy |
729
+5
| +0.7% | +$463 | 0.06% | 197 |
|
2023
Q2 | $70.7K | Buy |
724
+517
| +250% | +$50.5K | 0.06% | 166 |
|
2023
Q1 | $20.1K | Hold |
207
| – | – | 0.02% | 343 |
|
2022
Q4 | $21K | Sell |
207
-292
| -59% | -$29.6K | 0.02% | 331 |
|
2022
Q3 | $41K | Sell |
499
-124
| -20% | -$10.2K | 0.04% | 236 |
|
2022
Q2 | $62K | Sell |
623
-528
| -46% | -$52.5K | 0.05% | 182 |
|
2022
Q1 | $108K | Buy |
+1,151
| New | +$108K | 0.08% | 145 |
|
2020
Q1 | – | Sell |
-1,402
| Closed | -$119K | – | 278 |
|
2019
Q4 | $119K | Hold |
1,402
| – | – | 0.08% | 135 |
|
2019
Q3 | $106K | Hold |
1,402
| – | – | 0.07% | 134 |
|
2019
Q2 | $110K | Sell |
1,402
-196
| -12% | -$15.4K | 0.08% | 130 |
|
2019
Q1 | $141K | Buy |
1,598
+196
| +14% | +$17.3K | 0.11% | 114 |
|
2018
Q4 | $94K | Buy |
+1,402
| New | +$94K | 0.07% | 124 |
|