Waterloo 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 | $7.94M | Buy |
43,617
+3,997
| +10% | +$728K | 0.64% | 36 |
|
|
2025
Q1 | $6.29M | Buy |
39,620
+3,087
| +8% | +$490K | 0.58% | 43 |
|
|
2024
Q4 | $4.4M | Buy |
36,533
+6,184
| +20% | +$744K | 0.46% | 53 |
|
|
2024
Q3 | $3.68M | Sell |
30,349
-178
| -0.6% | -$21.6K | 0.4% | 62 |
|
|
2024
Q2 | $3.09M | Buy |
30,527
+369
| +1% | +$37.4K | 0.37% | 70 |
|
|
2024
Q1 | $2.76M | Buy |
30,158
+10,648
| +55% | +$976K | 0.35% | 69 |
|
|
2023
Q4 | $1.84M | Buy |
+19,510
| New | +$1.84M | 0.3% | 87 |
|