Ulland Investment Advisors’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 | $258K | Hold |
1,417
| – | – | 0.2% | 54 |
|
|
2025
Q1 | $225K | Hold |
1,417
| – | – | 0.19% | 58 |
|
|
2024
Q4 | $171K | Hold |
1,417
| – | – | 0.11% | 61 |
|
|
2024
Q3 | $172K | Hold |
1,417
| – | – | 0.13% | 63 |
|
|
2024
Q2 | $144K | Hold |
1,417
| – | – | 0.1% | 69 |
|
|
2024
Q1 | $130K | Sell |
1,417
-105
| -7% | -$9.63K | 0.1% | 77 |
|
|
2023
Q4 | $143K | Sell |
1,522
-100
| -6% | -$9.4K | 0.14% | 63 |
|
|
2023
Q3 | $150K | Hold |
1,622
| – | – | 0.16% | 59 |
|
|
2023
Q2 | $158K | Hold |
1,622
| – | – | 0.16% | 56 |
|
|
2023
Q1 | $158K | Hold |
1,622
| – | – | 0.19% | 58 |
|
|
2022
Q4 | $164K | Hold |
1,622
| – | – | 0.2% | 59 |
|
|
2022
Q3 | $135K | Sell |
1,622
-50
| -3% | -$4.16K | 0.15% | 61 |
|
|
2022
Q2 | $165K | Hold |
1,672
| – | – | 0.17% | 61 |
|
|
2022
Q1 | $157K | Buy |
1,672
+50
| +3% | +$4.7K | 0.12% | 67 |
|
|
2021
Q4 | $154K | Buy |
+1,622
| New | +$154K | 0.1% | 71 |
|