West Family Investments’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 | $1.49M | Buy |
8,154
+2,613
| +47% | +$476K | 0.39% | 44 |
|
|
2025
Q1 | $880K | Buy |
5,541
+593
| +12% | +$94.1K | 0.33% | 61 |
|
|
2024
Q4 | $595K | Buy |
4,948
+273
| +6% | +$32.9K | 0.21% | 99 |
|
|
2024
Q3 | $568K | Buy |
4,675
+1,177
| +34% | +$143K | 0.19% | 109 |
|
|
2024
Q2 | $354K | Buy |
3,498
+630
| +22% | +$63.8K | 0.11% | 152 |
|
|
2024
Q1 | $263K | Sell |
2,868
-164
| -5% | -$15K | 0.08% | 202 |
|
|
2023
Q4 | $285K | Buy |
+3,032
| New | +$285K | 0.1% | 161 |
|
|
2023
Q3 | – | Sell |
-4,103
| Closed | -$401K | – | 251 |
|
|
2023
Q2 | $401K | Buy |
4,103
+24
| +0.6% | +$2.34K | 0.16% | 118 |
|
|
2023
Q1 | $397K | Buy |
4,079
+77
| +2% | +$7.49K | 0.16% | 104 |
|
|
2022
Q4 | $405K | Sell |
4,002
-143
| -3% | -$14.5K | 0.14% | 119 |
|
|
2022
Q3 | $344K | Buy |
4,145
+333
| +9% | +$27.6K | 0.14% | 135 |
|
|
2022
Q2 | $376K | Buy |
3,812
+150
| +4% | +$14.8K | 0.15% | 119 |
|
|
2022
Q1 | $344K | Buy |
3,662
+1,036
| +39% | +$97.3K | 0.1% | 168 |
|
|
2021
Q4 | $249K | Sell |
2,626
-2,625
| -50% | -$249K | 0.07% | 246 |
|
|
2021
Q3 | $498K | Buy |
5,251
+589
| +13% | +$55.9K | 0.13% | 136 |
|
|
2021
Q2 | $462K | Buy |
+4,662
| New | +$462K | 0.13% | 140 |
|