Truvestments Capital’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 | $154K | Sell |
844
-438
| -34% | -$79.8K | 0.03% | 257 |
|
|
2025
Q1 | $203K | Buy |
1,282
+925
| +259% | +$147K | 0.04% | 240 |
|
|
2024
Q4 | $43K | Buy |
357
+190
| +114% | +$22.9K | 0.01% | 390 |
|
|
2024
Q3 | $20.3K | Buy |
+167
| New | +$20.3K | 0.01% | 485 |
|
|
2024
Q2 | – | Sell |
-83
| Closed | -$7.6K | – | 555 |
|
|
2024
Q1 | $7.6K | Hold |
83
| – | – | ﹤0.01% | 516 |
|
|
2023
Q4 | $7.81K | Hold |
83
| – | – | ﹤0.01% | 538 |
|
|
2023
Q3 | $7.68K | Hold |
83
| – | – | ﹤0.01% | 471 |
|
|
2023
Q2 | $8.1K | Hold |
83
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $8.07K | Sell |
83
-45
| -35% | -$4.38K | ﹤0.01% | 457 |
|
|
2022
Q4 | $13K | Buy |
128
+45
| +54% | +$4.55K | 0.01% | 432 |
|
|
2022
Q3 | $7K | Hold |
83
| – | – | ﹤0.01% | 447 |
|
|
2022
Q2 | $8K | Buy |
+83
| New | +$8K | ﹤0.01% | 437 |
|
|
2022
Q1 | – | Sell |
-198
| Closed | -$19K | – | 442 |
|
|
2021
Q4 | $19K | Hold |
198
| – | – | 0.01% | 347 |
|
|
2021
Q3 | $19K | Hold |
198
| – | – | 0.01% | 324 |
|
|
2021
Q2 | $20K | Sell |
198
-898
| -82% | -$90.7K | 0.01% | 322 |
|
|
2021
Q1 | $98K | Buy |
1,096
+47
| +4% | +$4.2K | 0.06% | 214 |
|
|
2020
Q4 | $86K | Buy |
1,049
+151
| +17% | +$12.4K | 0.06% | 202 |
|
|
2020
Q3 | $67K | Sell |
898
-225
| -20% | -$16.8K | 0.06% | 169 |
|
|
2020
Q2 | $78K | Hold |
1,123
| – | – | 0.08% | 171 |
|
|
2020
Q1 | $81K | Sell |
1,123
-3,132
| -74% | -$226K | 0.1% | 134 |
|
|
2019
Q4 | $362K | Buy |
4,255
+35
| +0.8% | +$2.98K | 0.25% | 100 |
|
|
2019
Q3 | $320K | Buy |
4,220
+47
| +1% | +$3.56K | 0.21% | 103 |
|
|
2019
Q2 | $328K | Sell |
4,173
-419
| -9% | -$32.9K | 0.22% | 101 |
|
|
2019
Q1 | $406K | Buy |
+4,592
| New | +$406K | 0.31% | 74 |
|
|
2018
Q3 | $564K | Buy |
6,911
+1,110
| +19% | +$90.6K | 0.27% | 96 |
|
|
2018
Q2 | $468K | Buy |
+5,801
| New | +$468K | 0.29% | 100 |
|