Tarbox Family Office’s Philip Morris PM Stock Holding History

Tarbox Family Office’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$205K	Buy	+1,128	New	+$205K	0.03%	115
2022 Q2	–	Sell	-1,131	Closed	-$106K	–	752
2022 Q1	$106K	Sell	1,131 -139	-11%	-$13K	0.02%	118
2021 Q4	$121K	Hold	1,270	–	–	0.02%	152
2021 Q3	$120K	Hold	1,270	–	–	0.02%	167
2021 Q2	$126K	Buy	1,270 +49	+4%	+$4.86K	0.02%	164
2021 Q1	$108K	Buy	1,221 +45	+4%	+$3.98K	0.02%	147
2020 Q4	$97K	Sell	1,176 -148	-11%	-$12.2K	0.02%	155
2020 Q3	$99K	Sell	1,324 -366	-22%	-$27.4K	0.02%	146
2020 Q2	$118K	Sell	1,690 -3,494	-67%	-$244K	0.03%	130
2020 Q1	$378K	Buy	5,184 +196	+4%	+$14.3K	0.12%	66
2019 Q4	$424K	Sell	4,988 -46	-0.9%	-$3.91K	0.12%	67
2019 Q3	$382K	Buy	5,034 +38	+0.8%	+$2.88K	0.12%	55
2019 Q2	$392K	Buy	4,996 +134	+3%	+$10.5K	0.12%	55
2019 Q1	$430K	Buy	4,862 +32	+0.7%	+$2.83K	0.16%	48
2018 Q4	$322K	Sell	4,830 -70	-1%	-$4.67K	0.13%	55
2018 Q3	$400K	Hold	4,900	–	–	0.14%	51
2018 Q2	$396K	Sell	4,900 -8	-0.2%	-$647	0.15%	50
2018 Q1	$488K	Sell	4,908 -3	-0.1%	-$298	0.19%	41
2017 Q4	$519K	Sell	4,911 -41	-0.8%	-$4.33K	0.21%	38
2017 Q3	$550K	Buy	4,952 +57	+1%	+$6.33K	0.24%	33
2017 Q2	$575K	Hold	4,895	–	–	0.28%	28
2017 Q1	$553K	Buy	4,895 +3	+0.1%	+$339	0.29%	31
2016 Q4	$448K	Sell	4,892 -11	-0.2%	-$1.01K	0.26%	28
2016 Q3	$477K	Buy	4,903 +11	+0.2%	+$1.07K	0.31%	28
2016 Q2	$498K	Hold	4,892	–	–	0.36%	25
2016 Q1	$480K	Buy	4,892 +11	+0.2%	+$1.08K	0.36%	29
2015 Q4	$429K	Sell	4,881 -297	-6%	-$26.1K	0.35%	29
2015 Q3	$411K	Buy	5,178 +345	+7%	+$27.4K	0.38%	27
2015 Q2	$387K	Sell	4,833 -17	-0.4%	-$1.36K	0.34%	30
2015 Q1	$365K	Sell	4,850 -7	-0.1%	-$527	0.32%	31
2014 Q4	$396K	Sell	4,857 -9	-0.2%	-$734	0.37%	31
2014 Q3	$406K	Sell	4,866 -261	-5%	-$21.8K	0.37%	36
2014 Q2	$432K	Sell	5,127 -44	-0.9%	-$3.71K	0.39%	35
2014 Q1	$426K	Sell	5,171 -14	-0.3%	-$1.15K	0.38%	37
2013 Q4	$452K	Buy	+5,185	New	+$452K	0.38%	38