Tacita Capital’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 | $88.9K | Hold |
488
| – | – | 0.06% | 105 |
|
|
2025
Q1 | $77.5K | Hold |
488
| – | – | 0.06% | 107 |
|
|
2024
Q4 | $58.7K | Sell |
488
-298
| -38% | -$35.9K | 0.04% | 116 |
|
|
2024
Q3 | $95.4K | Buy |
786
+115
| +17% | +$14K | 0.06% | 105 |
|
|
2024
Q2 | $68K | Hold |
671
| – | – | 0.05% | 124 |
|
|
2024
Q1 | $61.5K | Buy |
671
+41
| +7% | +$3.76K | 0.04% | 140 |
|
|
2023
Q4 | $59.3K | Sell |
630
-200
| -24% | -$18.8K | 0.04% | 130 |
|
|
2023
Q3 | $76.8K | Buy |
830
+240
| +41% | +$22.2K | 0.06% | 115 |
|
|
2023
Q2 | $58K | Hold |
590
| – | – | 0.04% | 132 |
|
|
2023
Q1 | $57K | Hold |
590
| – | – | 0.04% | 127 |
|
|
2022
Q4 | $60K | Hold |
590
| – | – | 0.05% | 114 |
|
|
2022
Q3 | $49K | Sell |
590
-185
| -24% | -$15.4K | 0.04% | 120 |
|
|
2022
Q2 | $77K | Sell |
775
-50
| -6% | -$4.97K | 0.05% | 109 |
|
|
2022
Q1 | $78K | Buy |
825
+200
| +32% | +$18.9K | 0.05% | 114 |
|
|
2021
Q4 | $59K | Hold |
625
| – | – | 0.03% | 134 |
|
|
2021
Q3 | $59K | Sell |
625
-150
| -19% | -$14.2K | 0.04% | 122 |
|
|
2021
Q2 | $77K | Hold |
775
| – | – | 0.05% | 114 |
|
|
2021
Q1 | $69K | Hold |
775
| – | – | 0.04% | 128 |
|
|
2020
Q4 | $64K | Buy |
+775
| New | +$64K | 0.04% | 129 |
|