Slocum, Gordon & Co’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 | $343K | Buy |
1,885
+45
| +2% | +$8.2K | 0.28% | 43 |
|
|
2025
Q1 | $292K | Hold |
1,840
| – | – | 0.22% | 44 |
|
|
2024
Q4 | $221K | Buy |
1,840
+2
| +0.1% | +$241 | 0.18% | 52 |
|
|
2024
Q3 | $223K | Buy |
1,838
+3
| +0.2% | +$364 | 0.09% | 56 |
|
|
2024
Q2 | $186K | Buy |
1,835
+260
| +17% | +$26.3K | 0.14% | 56 |
|
|
2024
Q1 | $144K | Hold |
1,575
| – | – | 0.11% | 59 |
|
|
2023
Q4 | $148K | Hold |
1,575
| – | – | 0.13% | 59 |
|
|
2023
Q3 | $146K | Hold |
1,575
| – | – | 0.13% | 59 |
|
|
2023
Q2 | $154K | Sell |
1,575
-144
| -8% | -$14.1K | 0.11% | 58 |
|
|
2023
Q1 | $167K | Hold |
1,719
| – | – | 0.14% | 53 |
|
|
2022
Q4 | $174K | Buy |
+1,719
| New | +$174K | 0.11% | 51 |
|