Tilia Fiduciary 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 | $239K | Buy |
1,313
+41
| +3% | +$7.47K | 0.15% | 106 |
|
|
2025
Q1 | $202K | Buy |
+1,272
| New | +$202K | 0.13% | 113 |
|
|
2023
Q3 | – | Sell |
-761
| Closed | -$74.3K | – | 371 |
|
|
2023
Q2 | $74.3K | Sell |
761
-128
| -14% | -$12.5K | 0.07% | 165 |
|
|
2023
Q1 | $86.4K | Buy |
889
+3
| +0.3% | +$292 | 0.08% | 154 |
|
|
2022
Q4 | $89.6K | Buy |
886
+4
| +0.5% | +$405 | 0.09% | 149 |
|
|
2022
Q3 | $76K | Buy |
882
+4
| +0.5% | +$345 | 0.08% | 157 |
|
|
2022
Q2 | $82K | Buy |
878
+3
| +0.3% | +$280 | 0.08% | 159 |
|
|
2022
Q1 | $82K | Buy |
875
+3
| +0.3% | +$281 | 0.07% | 171 |
|
|
2021
Q4 | $83K | Buy |
+872
| New | +$83K | 0.07% | 172 |
|