SWS Partners’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 | $3.92M | Sell |
21,380
-1,267
| -6% | -$232K | 1.06% | 26 |
|
|
2025
Q1 | $3.59M | Sell |
22,647
-1,559
| -6% | -$247K | 1.18% | 19 |
|
|
2024
Q4 | $2.95M | Buy |
24,206
+2,989
| +14% | +$364K | 0.89% | 39 |
|
|
2024
Q3 | $2.58M | Buy |
21,217
+20,796
| +4,940% | +$2.52M | 0.82% | 40 |
|
|
2024
Q2 | $42.8K | Buy |
+421
| New | +$42.8K | 0.01% | 171 |
|
|
2022
Q2 | – | Sell |
-422
| Closed | -$40K | – | 108 |
|
|
2022
Q1 | $40K | Buy |
+422
| New | +$40K | 0.03% | 87 |
|
|
2018
Q2 | – | Sell |
-695
| Closed | -$68K | – | 255 |
|
|
2018
Q1 | $68K | Buy |
695
+3
| +0.4% | +$294 | 0.05% | 120 |
|
|
2017
Q4 | $73K | Buy |
+692
| New | +$73K | 0.05% | 110 |
|