Capital Planning Advisors, LLC's ownership history for PM
Capital Planning Advisors, LLC currently holds 3.6K shares with a market value of $572.8K. It started holding PM on 2024-09-30. At its peak, it held 7.1K shares on 2024-09-30. Its highest holding value was $863.3K on 2024-09-30. At its lowest, it held 3.6K shares on 2025-12-31, with a value of $431.2K on 2024-12-31. In the recent 180 days, Capital Planning Advisors, LLC has decreased its shares by 17. In the recent year, Capital Planning Advisors, LLC has decreased its shares by 12.
Capital Planning Advisors, LLC's ownership history for PM