Sage Mountain 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 | $1.71M | Buy |
9,372
+1,820
| +24% | +$331K | 0.11% | 84 |
|
|
2025
Q1 | $1.2M | Buy |
7,552
+307
| +4% | +$48.7K | 0.09% | 99 |
|
|
2024
Q4 | $872K | Buy |
7,245
+650
| +10% | +$78.2K | 0.06% | 136 |
|
|
2024
Q3 | $801K | Buy |
6,595
+1,208
| +22% | +$147K | 0.07% | 136 |
|
|
2024
Q2 | $546K | Buy |
5,387
+2,106
| +64% | +$213K | 0.05% | 167 |
|
|
2024
Q1 | $301K | Sell |
3,281
-238
| -7% | -$21.8K | 0.03% | 241 |
|
|
2023
Q4 | $331K | Buy |
3,519
+566
| +19% | +$53.2K | 0.04% | 187 |
|
|
2023
Q3 | $273K | Buy |
2,953
+414
| +16% | +$38.3K | 0.04% | 196 |
|
|
2023
Q2 | $248K | Buy |
2,539
+142
| +6% | +$13.9K | 0.04% | 207 |
|
|
2023
Q1 | $233K | Buy |
+2,397
| New | +$233K | 0.04% | 204 |
|