Sanders Morris Harris’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 | $280K | Sell |
1,535
-14,578
| -90% | -$2.66M | 0.07% | 108 |
|
|
2025
Q1 | $2.55M | Hold |
16,113
| – | – | 0.39% | 46 |
|
|
2024
Q4 | $1.94M | Hold |
16,113
| – | – | 0.29% | 55 |
|
|
2024
Q3 | $1.96M | Sell |
16,113
-500
| -3% | -$60.7K | 0.32% | 48 |
|
|
2024
Q2 | $1.68M | Hold |
16,613
| – | – | 0.28% | 56 |
|
|
2024
Q1 | $1.52M | Buy |
16,613
+2,050
| +14% | +$188K | 0.28% | 54 |
|
|
2023
Q4 | $1.4M | Sell |
14,563
-2,350
| -14% | -$226K | 0.69% | 41 |
|
|
2023
Q3 | $1.55M | Sell |
16,913
-83
| -0.5% | -$7.62K | 0.32% | 48 |
|
|
2023
Q2 | $1.67M | Buy |
+16,996
| New | +$1.67M | 0.37% | 35 |
|
|
2023
Q1 | – | Sell |
-16,279
| Closed | -$1.65M | – | 224 |
|
|
2022
Q4 | $1.65M | Sell |
16,279
-584
| -3% | -$59.1K | 0.62% | 26 |
|
|
2022
Q3 | $1.43M | Sell |
16,863
-600
| -3% | -$50.9K | 0.35% | 43 |
|
|
2022
Q2 | $1.74M | Hold |
17,463
| – | – | 0.38% | 46 |
|
|
2022
Q1 | $1.64M | Hold |
17,463
| – | – | 0.32% | 51 |
|
|
2021
Q4 | $1.67M | Hold |
17,463
| – | – | 0.29% | 56 |
|
|
2021
Q3 | $1.68M | Hold |
17,463
| – | – | 0.31% | 57 |
|
|
2021
Q2 | $1.72M | Sell |
17,463
-35,000
| -67% | -$3.46M | 0.33% | 61 |
|
|
2021
Q1 | $4.65M | Hold |
52,463
| – | – | 0.98% | 21 |
|
|
2020
Q4 | $4.32M | Sell |
52,463
-100
| -0.2% | -$8.23K | 0.98% | 21 |
|
|
2020
Q3 | $4M | Buy |
+52,563
| New | +$4M | 1.09% | 18 |
|
|
2020
Q2 | – | Sell |
-77,756
| Closed | -$3.41M | – | 180 |
|
|
2020
Q1 | $3.41M | Buy |
77,756
+35,034
| +82% | +$1.54M | 3.34% | 5 |
|
|
2019
Q4 | $3.65M | Hold |
42,722
| – | – | 0.83% | 26 |
|
|
2019
Q3 | $3.28M | Hold |
42,722
| – | – | 0.79% | 24 |
|
|
2019
Q2 | $3.33M | Buy |
42,722
+39,372
| +1,175% | +$3.07M | 0.87% | 24 |
|
|
2019
Q1 | $296K | Sell |
3,350
-24
| -0.7% | -$2.12K | 0.14% | 90 |
|
|
2018
Q4 | $225K | Sell |
3,374
-1,276
| -27% | -$85.1K | 0.12% | 94 |
|
|
2018
Q3 | $379K | Hold |
4,650
| – | – | 0.18% | 81 |
|
|
2018
Q2 | $375K | Hold |
4,650
| – | – | 0.17% | 83 |
|
|
2018
Q1 | $462K | Buy |
4,650
+300
| +7% | +$29.8K | 0.19% | 77 |
|
|
2017
Q4 | $460K | Sell |
4,350
-1,275
| -23% | -$135K | 0.19% | 70 |
|
|
2017
Q3 | $624K | Sell |
5,625
-200
| -3% | -$22.2K | 0.27% | 66 |
|
|
2017
Q2 | $684K | Sell |
5,825
-80
| -1% | -$9.39K | 0.28% | 51 |
|
|
2017
Q1 | $667K | Hold |
5,905
| – | – | 0.24% | 68 |
|
|
2016
Q4 | $540K | Hold |
5,905
| – | – | 0.25% | 56 |
|
|
2016
Q3 | $574K | Buy |
5,905
+775
| +15% | +$75.3K | 0.17% | 79 |
|
|
2016
Q2 | $522K | Sell |
5,130
-351
| -6% | -$35.7K | 0.12% | 140 |
|
|
2016
Q1 | $538K | Buy |
+5,481
| New | +$538K | 0.09% | 179 |
|