Stokes Family Office’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 | $7.47M | Buy |
41,035
+9,072
| +28% | +$1.65M | 0.78% | 35 |
|
|
2025
Q1 | $5.07M | Sell |
31,963
-11,908
| -27% | -$1.89M | 0.57% | 41 |
|
|
2024
Q4 | $5.28M | Buy |
43,871
+3,953
| +10% | +$476K | 0.56% | 42 |
|
|
2024
Q3 | $4.85M | Sell |
39,918
-1,386
| -3% | -$168K | 0.53% | 41 |
|
|
2024
Q2 | $4.19M | Buy |
41,304
+75
| +0.2% | +$7.6K | 0.49% | 50 |
|
|
2024
Q1 | $3.78M | Sell |
41,229
-13
| -0% | -$1.19K | 0.47% | 56 |
|
|
2023
Q4 | $3.88M | Sell |
41,242
-12,882
| -24% | -$1.21M | 0.52% | 48 |
|
|
2023
Q3 | $5.01M | Buy |
54,124
+2,424
| +5% | +$224K | 0.59% | 36 |
|
|
2023
Q2 | $5.05M | Sell |
51,700
-1,819
| -3% | -$178K | 0.58% | 35 |
|
|
2023
Q1 | $5.2M | Buy |
53,519
+759
| +1% | +$73.8K | 0.65% | 32 |
|
|
2022
Q4 | $5.34M | Buy |
52,760
+1,241
| +2% | +$126K | 0.69% | 34 |
|
|
2022
Q3 | $4.28M | Sell |
51,519
-1,535
| -3% | -$127K | 0.61% | 37 |
|
|
2022
Q2 | $5.24M | Buy |
53,054
+5,746
| +12% | +$567K | 0.71% | 34 |
|
|
2022
Q1 | $4.44M | Sell |
47,308
-837
| -2% | -$78.6K | 0.59% | 42 |
|
|
2021
Q4 | $4.57M | Buy |
48,145
+258
| +0.5% | +$24.5K | 0.57% | 45 |
|
|
2021
Q3 | $4.54M | Buy |
47,887
+455
| +1% | +$43.1K | 0.63% | 40 |
|
|
2021
Q2 | $4.7M | Buy |
47,432
+342
| +0.7% | +$33.9K | 0.67% | 39 |
|
|
2021
Q1 | $4.18M | Buy |
47,090
+1,532
| +3% | +$136K | 0.65% | 40 |
|
|
2020
Q4 | $3.77M | Buy |
45,558
+1,696
| +4% | +$140K | 0.74% | 36 |
|
|
2020
Q3 | $3.29M | Buy |
43,862
+305
| +0.7% | +$22.9K | 0.75% | 37 |
|
|
2020
Q2 | $3.05M | Buy |
43,557
+3,020
| +7% | +$212K | 0.77% | 36 |
|
|
2020
Q1 | $2.96M | Buy |
40,537
+1,146
| +3% | +$83.6K | 0.79% | 32 |
|
|
2019
Q4 | $3.35M | Buy |
+39,391
| New | +$3.35M | 0.75% | 35 |
|