Scholtz & 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 | $2.48M | Sell |
13,599
-135
| -1% | -$24.6K | 1.09% | 32 |
|
|
2025
Q1 | $2.18M | Buy |
+13,734
| New | +$2.18M | 1.08% | 31 |
|
|
2018
Q2 | – | Sell |
-3,365
| Closed | -$334K | – | 62 |
|
|
2018
Q1 | $334K | Sell |
3,365
-250
| -7% | -$24.8K | 0.25% | 48 |
|
|
2017
Q4 | $382K | Buy |
+3,615
| New | +$382K | 0.28% | 52 |
|