Seneca House 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 | $1.49M | Buy |
8,173
+164
| +2% | +$29.9K | 0.63% | 28 |
|
|
2025
Q1 | $1.27M | Buy |
8,009
+30
| +0.4% | +$4.76K | 0.54% | 32 |
|
|
2024
Q4 | $960K | Buy |
7,979
+58
| +0.7% | +$6.98K | 0.38% | 40 |
|
|
2024
Q3 | $962K | Buy |
7,921
+55
| +0.7% | +$6.68K | 0.41% | 38 |
|
|
2024
Q2 | $797K | Sell |
7,866
-302
| -4% | -$30.6K | 0.35% | 42 |
|
|
2024
Q1 | $748K | Sell |
8,168
-1,273
| -13% | -$117K | 0.33% | 49 |
|
|
2023
Q4 | $888K | Sell |
9,441
-82
| -0.9% | -$7.71K | 0.41% | 39 |
|
|
2023
Q3 | $879K | Buy |
9,523
+152
| +2% | +$14K | 0.46% | 37 |
|
|
2023
Q2 | $915K | Sell |
9,371
-131
| -1% | -$12.8K | 0.46% | 41 |
|
|
2023
Q1 | $924K | Buy |
9,502
+57
| +0.6% | +$5.54K | 0.48% | 42 |
|
|
2022
Q4 | $956K | Sell |
9,445
-192
| -2% | -$19.4K | 0.53% | 41 |
|
|
2022
Q3 | $800K | Buy |
9,637
+1,367
| +17% | +$113K | 0.59% | 45 |
|
|
2022
Q2 | $817K | Buy |
8,270
+166
| +2% | +$16.4K | 0.53% | 46 |
|
|
2022
Q1 | $761K | Buy |
8,104
+6
| +0.1% | +$563 | 0.4% | 51 |
|
|
2021
Q4 | $769K | Buy |
8,098
+7
| +0.1% | +$665 | 0.41% | 52 |
|
|
2021
Q3 | $767K | Sell |
8,091
-105
| -1% | -$9.95K | 0.46% | 46 |
|
|
2021
Q2 | $812K | Sell |
8,196
-89
| -1% | -$8.82K | 0.53% | 31 |
|
|
2021
Q1 | $735K | Buy |
8,285
+24
| +0.3% | +$2.13K | 0.52% | 35 |
|
|
2020
Q4 | $684K | Buy |
8,261
+1
| +0% | +$83 | 0.5% | 37 |
|
|
2020
Q3 | $619K | Sell |
8,260
-313
| -4% | -$23.5K | 0.49% | 36 |
|
|
2020
Q2 | $601K | Buy |
8,573
+94
| +1% | +$6.59K | 0.51% | 35 |
|
|
2020
Q1 | $621K | Sell |
8,479
-102
| -1% | -$7.47K | 0.66% | 31 |
|
|
2019
Q4 | $739K | Sell |
8,581
-448
| -5% | -$38.6K | 0.64% | 42 |
|
|
2019
Q3 | $686K | Sell |
9,029
-344
| -4% | -$26.1K | 0.65% | 46 |
|
|
2019
Q2 | $801K | Buy |
9,373
+91
| +1% | +$7.78K | 0.73% | 38 |
|
|
2019
Q1 | $820K | Sell |
9,282
-3,588
| -28% | -$317K | 0.71% | 44 |
|
|
2018
Q4 | $864K | Buy |
12,870
+3,946
| +44% | +$265K | 0.81% | 37 |
|
|
2018
Q3 | $728K | Sell |
8,924
-6,681
| -43% | -$545K | 0.57% | 48 |
|
|
2018
Q2 | $1.27M | Buy |
15,605
+382
| +3% | +$31K | 1.03% | 27 |
|
|
2018
Q1 | $1.51M | Sell |
15,223
-1,823
| -11% | -$181K | 1.27% | 25 |
|
|
2017
Q4 | $1.8M | Buy |
+17,046
| New | +$1.8M | 1.54% | 22 |
|