Sand Hill Global 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 | $356K | Buy |
1,957
+177
| +10% | +$32.2K | 0.01% | 161 |
|
|
2025
Q1 | $283K | Hold |
1,780
| – | – | 0.01% | 167 |
|
|
2024
Q4 | $214K | Hold |
1,780
| – | – | 0.01% | 183 |
|
|
2024
Q3 | $216K | Buy |
+1,780
| New | +$216K | 0.01% | 190 |
|
|
2022
Q3 | – | Sell |
-2,487
| Closed | -$246K | – | 161 |
|
|
2022
Q2 | $246K | Buy |
2,487
+111
| +5% | +$11K | 0.01% | 144 |
|
|
2022
Q1 | $223K | Sell |
2,376
-7
| -0.3% | -$657 | 0.01% | 146 |
|
|
2021
Q4 | $226K | Hold |
2,383
| – | – | 0.01% | 150 |
|
|
2021
Q3 | $226K | Sell |
2,383
-267
| -10% | -$25.3K | 0.01% | 145 |
|
|
2021
Q2 | $263K | Sell |
2,650
-648
| -20% | -$64.3K | 0.02% | 134 |
|
|
2021
Q1 | $293K | Buy |
3,298
+100
| +3% | +$8.88K | 0.02% | 114 |
|
|
2020
Q4 | $265K | Buy |
+3,198
| New | +$265K | 0.02% | 123 |
|