Sterneck Capital Management’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 | $252K | Hold |
1,381
| – | – | 0.13% | 83 |
|
|
2025
Q1 | $219K | Buy |
+1,381
| New | +$219K | 0.12% | 90 |
|
|
2014
Q4 | – | Sell |
-3,136
| Closed | -$262K | – | 123 |
|
|
2014
Q3 | $262K | Buy |
3,136
+16
| +0.5% | +$1.34K | 0.16% | 100 |
|
|
2014
Q2 | $263K | Buy |
3,120
+589
| +23% | +$49.7K | 0.15% | 108 |
|
|
2014
Q1 | $207K | Hold |
2,531
| – | – | 0.11% | 123 |
|
|
2013
Q4 | $221K | Hold |
2,531
| – | – | 0.13% | 130 |
|
|
2013
Q3 | $219K | Sell |
2,531
-600
| -19% | -$51.9K | 0.14% | 136 |
|
|
2013
Q2 | $271K | Buy |
+3,131
| New | +$271K | 0.17% | 122 |
|