Stonegate Investment Group’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 | $3.59M | Buy |
19,690
+440
| +2% | +$80.1K | 0.09% | 93 |
|
|
2025
Q1 | $3.06M | Buy |
19,250
+5,685
| +42% | +$902K | 0.08% | 94 |
|
|
2024
Q4 | $1.63M | Buy |
13,565
+694
| +5% | +$83.5K | 0.04% | 126 |
|
|
2024
Q3 | $1.56M | Sell |
12,871
-1,119
| -8% | -$136K | 0.04% | 137 |
|
|
2024
Q2 | $1.42M | Buy |
13,990
+274
| +2% | +$27.8K | 0.04% | 140 |
|
|
2024
Q1 | $1.26M | Sell |
13,716
-556
| -4% | -$50.9K | 0.04% | 144 |
|
|
2023
Q4 | $1.34M | Buy |
14,272
+821
| +6% | +$77.2K | 0.04% | 140 |
|
|
2023
Q3 | $1.25M | Buy |
13,451
+300
| +2% | +$27.8K | 0.05% | 139 |
|
|
2023
Q2 | $1.28M | Buy |
13,151
+62
| +0.5% | +$6.05K | 0.05% | 141 |
|
|
2023
Q1 | $1.27M | Sell |
13,089
-791
| -6% | -$76.9K | 0.05% | 137 |
|
|
2022
Q4 | $1.4M | Sell |
13,880
-20
| -0.1% | -$2.02K | 0.06% | 120 |
|
|
2022
Q3 | $1.15M | Buy |
13,900
+24
| +0.2% | +$1.99K | 0.05% | 124 |
|
|
2022
Q2 | $1.37M | Buy |
13,876
+5,904
| +74% | +$583K | 0.06% | 126 |
|
|
2022
Q1 | $749K | Sell |
7,972
-827
| -9% | -$77.7K | 0.02% | 143 |
|
|
2021
Q4 | $836K | Buy |
+8,799
| New | +$836K | 0.04% | 136 |
|