Towercrest Capital Management’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 | $230K | Hold |
3,924
| – | – | 0.04% | 84 |
|
|
2025
Q1 | $236K | Hold |
3,924
| – | – | 0.04% | 82 |
|
|
2024
Q4 | $205K | Hold |
3,924
| – | – | 0.03% | 102 |
|
|
2024
Q3 | $200K | Buy |
+3,924
| New | +$200K | 0.03% | 101 |
|
|
2023
Q4 | – | Sell |
-6,038
| Closed | -$254K | – | 106 |
|
|
2023
Q3 | $254K | Hold |
6,038
| – | – | 0.05% | 91 |
|
|
2023
Q2 | $274K | Hold |
6,038
| – | – | 0.05% | 89 |
|
|
2023
Q1 | $269K | Hold |
6,038
| – | – | 0.06% | 83 |
|
|
2022
Q4 | $276K | Hold |
6,038
| – | – | 0.06% | 78 |
|
|
2022
Q3 | $244K | Hold |
6,038
| – | – | 0.06% | 79 |
|
|
2022
Q2 | $252K | Hold |
6,038
| – | – | 0.06% | 77 |
|
|
2022
Q1 | $315K | Hold |
6,038
| – | – | 0.06% | 78 |
|
|
2021
Q4 | $286K | Hold |
6,038
| – | – | 0.05% | 79 |
|
|
2021
Q3 | $275K | Hold |
6,038
| – | – | 0.05% | 79 |
|
|
2021
Q2 | $288K | Hold |
6,038
| – | – | 0.06% | 75 |
|
|
2021
Q1 | $309K | Hold |
6,038
| – | – | 0.07% | 69 |
|
|
2020
Q4 | $248K | Buy |
+6,038
| New | +$248K | 0.06% | 78 |
|