1IA
1834 Investment Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Sell |
16,202
-457
| -3% | -$83.2K | 0.37% | 67 |
|
|
2025
Q1 | $2.64M | Sell |
16,659
-2,497
| -13% | -$396K | 0.34% | 70 |
|
|
2024
Q4 | $2.31M | Sell |
19,156
-968
| -5% | -$116K | 0.29% | 78 |
|
|
2024
Q3 | $2.44M | Sell |
20,124
-29,738
| -60% | -$3.61M | 0.28% | 78 |
|
|
2024
Q2 | $5.05M | Sell |
49,862
-22,581
| -31% | -$2.29M | 0.61% | 51 |
|
|
2024
Q1 | $6.64M | Sell |
72,443
-6,168
| -8% | -$565K | 0.79% | 41 |
|
|
2023
Q4 | $7.4M | Sell |
78,611
-820
| -1% | -$77.1K | 0.88% | 33 |
|
|
2023
Q3 | $7.35M | Buy |
79,431
+2,743
| +4% | +$254K | 0.91% | 29 |
|
|
2023
Q2 | $7.49M | Buy |
76,688
+3,840
| +5% | +$375K | 0.89% | 33 |
|
|
2023
Q1 | $7.08M | Buy |
72,848
+9,815
| +16% | +$955K | 0.85% | 32 |
|
|
2022
Q4 | $6.38M | Buy |
63,033
+3,387
| +6% | +$343K | 0.91% | 33 |
|
|
2022
Q3 | $4.95M | Buy |
59,646
+35,522
| +147% | +$2.95M | 0.74% | 51 |
|
|
2022
Q2 | $2.38M | Buy |
24,124
+673
| +3% | +$66.5K | 0.34% | 60 |
|
|
2022
Q1 | $2.2M | Sell |
23,451
-247
| -1% | -$23.2K | 0.27% | 72 |
|
|
2021
Q4 | $2.25M | Sell |
23,698
-118
| -0.5% | -$11.2K | 0.25% | 75 |
|
|
2021
Q3 | $2.26M | Sell |
23,816
-200
| -0.8% | -$19K | 0.28% | 76 |
|
|
2021
Q2 | $2.38M | Buy |
24,016
+75
| +0.3% | +$7.43K | 0.29% | 72 |
|
|
2021
Q1 | $2.13M | Buy |
23,941
+350
| +1% | +$31.1K | 0.27% | 73 |
|
|
2020
Q4 | $1.95M | Sell |
23,591
-450
| -2% | -$37.3K | 0.26% | 73 |
|
|
2020
Q3 | $1.8M | Sell |
24,041
-300
| -1% | -$22.5K | 0.26% | 70 |
|
|
2020
Q2 | $1.71M | Buy |
24,341
+1,180
| +5% | +$82.7K | 0.27% | 70 |
|
|
2020
Q1 | $1.69M | Buy |
23,161
+1,450
| +7% | +$106K | 0.32% | 72 |
|
|
2019
Q4 | $1.85M | Sell |
21,711
-300
| -1% | -$25.5K | 0.28% | 72 |
|
|
2019
Q3 | $1.67M | Sell |
22,011
-3,235
| -13% | -$246K | 0.24% | 80 |
|
|
2019
Q2 | $1.98M | Sell |
25,246
-45
| -0.2% | -$3.54K | 0.3% | 73 |
|
|
2019
Q1 | $2.24M | Sell |
25,291
-12,774
| -34% | -$1.13M | 0.34% | 72 |
|
|
2018
Q4 | $2.54M | Sell |
38,065
-1,714
| -4% | -$114K | 0.43% | 67 |
|
|
2018
Q3 | $3.24M | Sell |
39,779
-53,348
| -57% | -$4.35M | 0.47% | 65 |
|
|
2018
Q2 | $7.52M | Buy |
93,127
+14,767
| +19% | +$1.19M | 1.18% | 31 |
|
|
2018
Q1 | $7.79M | Buy |
78,360
+4,144
| +6% | +$412K | 1.33% | 26 |
|
|
2017
Q4 | $7.84M | Buy |
74,216
+52,506
| +242% | +$5.55M | 1.24% | 28 |
|
|
2017
Q3 | $2.41M | Sell |
21,710
-521
| -2% | -$57.8K | 0.45% | 63 |
|
|
2017
Q2 | $2.61M | Sell |
22,231
-72
| -0.3% | -$8.46K | 0.49% | 64 |
|
|
2017
Q1 | $2.52M | Sell |
22,303
-1,295
| -5% | -$146K | 0.48% | 64 |
|
|
2016
Q4 | $2.16M | Sell |
23,598
-432
| -2% | -$39.5K | 0.44% | 64 |
|
|
2016
Q3 | $2.34M | Buy |
24,030
+209
| +0.9% | +$20.3K | 0.51% | 57 |
|
|
2016
Q2 | $2.42M | Sell |
23,821
-16
| -0.1% | -$1.63K | 0.53% | 58 |
|
|
2016
Q1 | $2.34M | Sell |
23,837
-50,459
| -68% | -$4.95M | 0.53% | 56 |
|
|
2015
Q4 | $6.53M | Sell |
74,296
-2,076
| -3% | -$182K | 1.53% | 16 |
|
|
2015
Q3 | $6.06M | Buy |
76,372
+1,167
| +2% | +$92.6K | 1.5% | 16 |
|
|
2015
Q2 | $6.03M | Buy |
75,205
+20,180
| +37% | +$1.62M | 1.65% | 16 |
|
|
2015
Q1 | $4.15M | Buy |
55,025
+4,685
| +9% | +$353K | 1.13% | 31 |
|
|
2014
Q4 | $4.1M | Sell |
50,340
-3,151
| -6% | -$257K | 1.13% | 32 |
|
|
2014
Q3 | $4.46M | Sell |
53,491
-339
| -0.6% | -$28.3K | 1.23% | 32 |
|
|
2014
Q2 | $4.54M | Buy |
53,830
+1,903
| +4% | +$160K | 1.23% | 32 |
|
|
2014
Q1 | $4.25M | Sell |
51,927
-5,576
| -10% | -$456K | 1.25% | 27 |
|
|
2013
Q4 | $5.01M | Sell |
57,503
-204
| -0.4% | -$17.8K | 1.47% | 20 |
|
|
2013
Q3 | $5M | Buy |
57,707
+4,237
| +8% | +$367K | 1.64% | 16 |
|
|
2013
Q2 | $4.63M | Buy |
+53,470
| New | +$4.63M | 1.59% | 18 |
|