ADVISORY RESEARCH INC PM Holdings History

Number of Shares
130,533.00
Current Holdings Value*
$20.72 Mil
% of Portfolio
3.65%
Total Estimate Gain
$9.21 Mil
% of Total Estimate Gain
51.60%

ADVISORY RESEARCH INC's Philip Morris International Inc Holding Summary

As of 2025-03-31, ADVISORY RESEARCH INC held 130,533.00 shares of Philip Morris International Inc(PM), totaling $20.72 Mil. This investment constitutes 3.65% of their stock portfolio, and ADVISORY RESEARCH INC now holds 0.01% of the outstanding Philip Morris International Inc(PM) stock.

The initial trade took place in 2014Q1. And since then ADVISORY RESEARCH INC has made 6 purchases of PM, at an average price of $100.71, for a total of 177,244.00 shares. In addition, there have been 5 sales at an average price of $79.89 for 46,711.00 shares. Based on historical transaction data and PM's current price of $178.73, ADVISORY RESEARCH INC's estimated gain on his PM holdings is $9.21 Mil, reflecting a 51.60% gain to date.

ADVISORY RESEARCH INC PM ($178.73) Holding Chart

ADVISORY RESEARCH INC PM ($178.73) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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