Rockingstone 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 | $3.41M | Sell |
18,720
-6,462
| -26% | -$1.18M | 1.79% | 19 |
|
|
2025
Q1 | $4M | Buy |
25,182
+805
| +3% | +$128K | 1.8% | 20 |
|
|
2024
Q4 | $2.93M | Buy |
24,377
+649
| +3% | +$78.1K | 1.3% | 28 |
|
|
2024
Q3 | $2.88M | Buy |
23,728
+1,100
| +5% | +$134K | 1.41% | 26 |
|
|
2024
Q2 | $2.29M | Buy |
22,628
+588
| +3% | +$59.6K | 1.18% | 31 |
|
|
2024
Q1 | $2.02M | Buy |
22,040
+2,465
| +13% | +$226K | 1.04% | 36 |
|
|
2023
Q4 | $1.84M | Sell |
19,575
-1,166
| -6% | -$110K | 1.03% | 32 |
|
|
2023
Q3 | $1.92M | Buy |
20,741
+589
| +3% | +$54.5K | 1.06% | 34 |
|
|
2023
Q2 | $1.97M | Buy |
20,152
+58
| +0.3% | +$5.66K | 1.11% | 33 |
|
|
2023
Q1 | $1.95M | Buy |
20,094
+1,465
| +8% | +$142K | 1.19% | 30 |
|
|
2022
Q4 | $1.89M | Buy |
+18,629
| New | +$1.89M | 1.41% | 27 |
|