Tidal Investments’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 | $17.7M | Sell |
97,046
-12,701
| -12% | -$2.31M | 0.11% | 214 |
|
|
2025
Q1 | $17.4M | Sell |
109,747
-212,776
| -66% | -$33.8M | 0.14% | 168 |
|
|
2024
Q4 | $38.8M | Buy |
322,523
+146,563
| +83% | +$17.6M | 0.31% | 51 |
|
|
2024
Q3 | $21.4M | Buy |
175,960
+63,828
| +57% | +$7.75M | 0.23% | 93 |
|
|
2024
Q2 | $11.4M | Buy |
112,132
+18,129
| +19% | +$1.84M | 0.15% | 126 |
|
|
2024
Q1 | $8.61M | Buy |
94,003
+40,401
| +75% | +$3.7M | 0.14% | 133 |
|
|
2023
Q4 | $5.04M | Buy |
53,602
+6,015
| +13% | +$566K | 0.12% | 141 |
|
|
2023
Q3 | $4.41M | Buy |
47,587
+12,851
| +37% | +$1.19M | 0.13% | 145 |
|
|
2023
Q2 | $3.39M | Sell |
34,736
-4,916
| -12% | -$480K | 0.1% | 197 |
|
|
2023
Q1 | $3.86M | Buy |
39,652
+8,493
| +27% | +$826K | 0.13% | 158 |
|
|
2022
Q4 | $3.15M | Sell |
31,159
-8,112
| -21% | -$821K | 0.12% | 182 |
|
|
2022
Q3 | $3.26M | Buy |
39,271
+327
| +0.8% | +$27.1K | 0.14% | 140 |
|
|
2022
Q2 | $3.85M | Sell |
38,944
-3,177
| -8% | -$314K | 0.14% | 132 |
|
|
2022
Q1 | $3.96M | Buy |
42,121
+2,586
| +7% | +$243K | 0.12% | 138 |
|
|
2021
Q4 | $3.76M | Buy |
39,535
+16,215
| +70% | +$1.54M | 0.12% | 138 |
|
|
2021
Q3 | $2.22M | Buy |
23,320
+7,240
| +45% | +$688K | 0.08% | 168 |
|
|
2021
Q2 | $1.59M | Buy |
16,080
+8,505
| +112% | +$843K | 0.06% | 195 |
|
|
2021
Q1 | $672K | Buy |
7,575
+1,915
| +34% | +$170K | 0.03% | 246 |
|
|
2020
Q4 | $469K | Buy |
+5,660
| New | +$469K | 0.03% | 241 |
|
|
2020
Q3 | – | Sell |
-4,179
| Closed | -$293K | – | 300 |
|
|
2020
Q2 | $293K | Buy |
4,179
+218
| +6% | +$15.3K | 0.04% | 227 |
|
|
2020
Q1 | $289K | Buy |
3,961
+569
| +17% | +$41.5K | 0.09% | 167 |
|
|
2019
Q4 | $289K | Buy |
3,392
+554
| +20% | +$47.2K | 0.12% | 148 |
|
|
2019
Q3 | $215K | Buy |
+2,838
| New | +$215K | 0.1% | 159 |
|