Westside Investment Management’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 | $621K | Buy |
3,419
+299
| +10% | +$54.3K | 0.12% | 150 |
|
|
2025
Q1 | $495K | Sell |
3,120
-230
| -7% | -$36.5K | 0.11% | 154 |
|
|
2024
Q4 | $403K | Hold |
3,350
| – | – | 0.09% | 165 |
|
|
2024
Q3 | $407K | Hold |
3,350
| – | – | 0.09% | 161 |
|
|
2024
Q2 | $339K | Hold |
3,350
| – | – | 0.08% | 173 |
|
|
2024
Q1 | $307K | Hold |
3,350
| – | – | 0.07% | 182 |
|
|
2023
Q4 | $315K | Hold |
3,350
| – | – | 0.08% | 174 |
|
|
2023
Q3 | $310K | Hold |
3,350
| – | – | 0.09% | 170 |
|
|
2023
Q2 | $327K | Hold |
3,350
| – | – | 0.09% | 169 |
|
|
2023
Q1 | $326K | Hold |
3,350
| – | – | 0.1% | 168 |
|
|
2022
Q4 | $339 | Hold |
3,350
| – | – | ﹤0.01% | 300 |
|
|
2022
Q3 | $278 | Hold |
3,350
| – | – | ﹤0.01% | 311 |
|
|
2022
Q2 | $330 | Hold |
3,350
| – | – | ﹤0.01% | 301 |
|
|
2022
Q1 | $314 | Hold |
3,350
| – | – | ﹤0.01% | 307 |
|
|
2021
Q4 | $318 | Hold |
3,350
| – | – | ﹤0.01% | 292 |
|
|
2021
Q3 | $317 | Hold |
3,350
| – | – | ﹤0.01% | 285 |
|
|
2021
Q2 | $332 | Hold |
3,350
| – | – | ﹤0.01% | 280 |
|
|
2021
Q1 | $297 | Hold |
3,350
| – | – | ﹤0.01% | 277 |
|
|
2020
Q4 | $277 | Hold |
3,350
| – | – | ﹤0.01% | 239 |
|
|
2020
Q3 | $251 | Sell |
3,350
-130
| -4% | -$10 | ﹤0.01% | 250 |
|
|
2020
Q2 | $243 | Hold |
3,480
| – | – | ﹤0.01% | 229 |
|
|
2020
Q1 | $253 | Buy |
+3,480
| New | +$253 | ﹤0.01% | 226 |
|
|
2019
Q2 | $312 | Buy |
+3,980
| New | +$312 | ﹤0.01% | 167 |
|
|
2018
Q4 | $266K | Hold |
3,980
| – | – | 0.1% | 132 |
|
|
2018
Q3 | $326K | Hold |
3,980
| – | – | 0.1% | 115 |
|
|
2018
Q2 | $319K | Hold |
3,980
| – | – | 0.11% | 123 |
|
|
2018
Q1 | $388K | Hold |
3,980
| – | – | 0.21% | 106 |
|
|
2017
Q4 | $414K | Hold |
3,980
| – | – | 0.22% | 100 |
|
|
2017
Q3 | $451K | Sell |
3,980
-30
| -0.7% | -$3.4K | 0.27% | 83 |
|
|
2017
Q2 | $474K | Sell |
4,010
-100
| -2% | -$11.8K | 0.31% | 78 |
|
|
2017
Q1 | $465K | Sell |
4,110
-100
| -2% | -$11.3K | 0.22% | 76 |
|
|
2016
Q4 | $381K | Buy |
+4,210
| New | +$381K | 0.26% | 60 |
|