Tortoise Investment Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | $160K | Buy |
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|
2024
Q3 | $161K | Buy |
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|
2024
Q2 | $133K | Buy |
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|
2024
Q1 | $88.7K | Buy |
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|
2023
Q4 | $90.8K | Buy |
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|
2023
Q3 | $89.1K | Buy |
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|
2023
Q2 | $93.7K | Buy |
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|
2023
Q1 | $73.9K | Sell |
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|
2022
Q4 | $80.2K | Hold |
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|
2022
Q3 | $66K | Hold |
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|
2022
Q2 | $78K | Sell |
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|
2022
Q1 | $79K | Sell |
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|
2021
Q4 | $105K | Buy |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $50K | Hold |
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|
2021
Q1 | $44K | Hold |
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|
2020
Q4 | $41K | Hold |
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|
2020
Q3 | $37K | Sell |
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|
2020
Q2 | $40K | Sell |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $57K | Hold |
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|
2019
Q3 | $51K | Sell |
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|
2019
Q2 | $60K | Buy |
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|
2019
Q1 | $50K | Hold |
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|
2018
Q4 | $38K | Hold |
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|
2018
Q3 | $46K | Sell |
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|
2018
Q2 | $58K | Hold |
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|
2018
Q1 | $72K | Hold |
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|
2017
Q4 | $76K | Hold |
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|
2017
Q3 | $80K | Hold |
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|
2017
Q2 | $85K | Buy |
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|
2017
Q1 | $73K | Buy |
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|
2016
Q4 | $52K | Hold |
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|
2016
Q3 | $55K | Hold |
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|
2016
Q2 | $58K | Hold |
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|
2016
Q1 | $56K | Buy |
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|
2015
Q4 | $44K | Hold |
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|
2015
Q3 | $40K | Sell |
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|
2015
Q2 | $50K | Hold |
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|
2015
Q1 | $47K | Hold |
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|
2014
Q4 | $50K | Buy |
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|
2014
Q3 | $42K | Sell |
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|
2014
Q2 | $45K | Buy |
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|
2014
Q1 | $41K | Hold |
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|
2013
Q4 | $44K | Sell |
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|
2013
Q3 | $87K | Hold |
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|
2013
Q2 | $87K | Buy |
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