Union Savings Bank’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 | $209K | Buy |
1,271
+158
| +14% | +$25.9K | 0.1% | 125 |
|
|
2025
Q1 | $177K | Hold |
1,113
| – | – | 0.09% | 130 |
|
|
2024
Q4 | $134K | Sell |
1,113
-27
| -2% | -$3.25K | 0.07% | 150 |
|
|
2024
Q3 | $138K | Hold |
1,140
| – | – | 0.07% | 150 |
|
|
2024
Q2 | $116K | Hold |
1,140
| – | – | 0.06% | 166 |
|
|
2024
Q1 | $104K | Sell |
1,140
-27
| -2% | -$2.47K | 0.05% | 173 |
|
|
2023
Q4 | $110K | Hold |
1,167
| – | – | 0.06% | 167 |
|
|
2023
Q3 | $108K | Hold |
1,167
| – | – | 0.07% | 162 |
|
|
2023
Q2 | $116K | Buy |
+1,167
| New | +$116K | 0.07% | 157 |
|