Accredited Investors’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 | $827K | Sell |
4,543
-290
| -6% | -$52.8K | 0.05% | 105 |
|
2025
Q1 | $767K | Sell |
4,833
-69
| -1% | -$11K | 0.05% | 104 |
|
2024
Q4 | $590K | Sell |
4,902
-529
| -10% | -$63.7K | 0.03% | 120 |
|
2024
Q3 | $659K | Sell |
5,431
-234
| -4% | -$28.4K | 0.04% | 113 |
|
2024
Q2 | $574K | Buy |
5,665
+2
| +0% | +$203 | 0.04% | 116 |
|
2024
Q1 | $519K | Buy |
5,663
+88
| +2% | +$8.06K | 0.03% | 124 |
|
2023
Q4 | $525K | Buy |
5,575
+1
| +0% | +$94 | 0.04% | 117 |
|
2023
Q3 | $516K | Buy |
5,574
+61
| +1% | +$5.65K | 0.04% | 110 |
|
2023
Q2 | $538K | Buy |
5,513
+60
| +1% | +$5.86K | 0.04% | 108 |
|
2023
Q1 | $530K | Sell |
5,453
-29
| -0.5% | -$2.82K | 0.04% | 104 |
|
2022
Q4 | $555K | Sell |
5,482
-72
| -1% | -$7.29K | 0.05% | 99 |
|
2022
Q3 | $461K | Buy |
5,554
+139
| +3% | +$11.5K | 0.05% | 99 |
|
2022
Q2 | $535K | Buy |
5,415
+6
| +0.1% | +$593 | 0.06% | 100 |
|
2022
Q1 | $508K | Buy |
5,409
+81
| +2% | +$7.61K | 0.05% | 109 |
|
2021
Q4 | $506K | Sell |
5,328
-552
| -9% | -$52.4K | 0.05% | 110 |
|
2021
Q3 | $557K | Buy |
5,880
+55
| +0.9% | +$5.21K | 0.06% | 98 |
|
2021
Q2 | $577K | Buy |
5,825
+60
| +1% | +$5.94K | 0.06% | 97 |
|
2021
Q1 | $512K | Buy |
5,765
+64
| +1% | +$5.68K | 0.07% | 97 |
|
2020
Q4 | $472K | Sell |
5,701
-27
| -0.5% | -$2.24K | 0.08% | 93 |
|
2020
Q3 | $430K | Buy |
5,728
+47
| +0.8% | +$3.53K | 0.09% | 92 |
|
2020
Q2 | $398K | Buy |
5,681
+66
| +1% | +$4.62K | 0.08% | 93 |
|
2020
Q1 | $410K | Buy |
5,615
+54
| +1% | +$3.94K | 0.1% | 91 |
|
2019
Q4 | $473K | Sell |
5,561
-109
| -2% | -$9.27K | 0.08% | 90 |
|
2019
Q3 | $430K | Sell |
5,670
-305
| -5% | -$23.1K | 0.08% | 86 |
|
2019
Q2 | $469K | Buy |
5,975
+50
| +0.8% | +$3.93K | 0.09% | 83 |
|
2019
Q1 | $524K | Buy |
5,925
+167
| +3% | +$14.8K | 0.11% | 80 |
|
2018
Q4 | $384K | Buy |
5,758
+177
| +3% | +$11.8K | 0.09% | 83 |
|
2018
Q3 | $455K | Sell |
5,581
-27
| -0.5% | -$2.2K | 0.11% | 71 |
|
2018
Q2 | $453K | Buy |
5,608
+350
| +7% | +$28.3K | 0.12% | 65 |
|
2018
Q1 | $523K | Buy |
5,258
+88
| +2% | +$8.75K | 0.14% | 60 |
|
2017
Q4 | $546K | Sell |
5,170
-24
| -0.5% | -$2.54K | 0.15% | 57 |
|
2017
Q3 | $577K | Sell |
5,194
-164
| -3% | -$18.2K | 0.16% | 57 |
|
2017
Q2 | $629K | Sell |
5,358
-637
| -11% | -$74.8K | 0.16% | 45 |
|
2017
Q1 | $677K | Sell |
5,995
-553
| -8% | -$62.4K | 0.17% | 46 |
|
2016
Q4 | $599K | Buy |
6,548
+356
| +6% | +$32.6K | 0.16% | 46 |
|
2016
Q3 | $602K | Sell |
6,192
-366
| -6% | -$35.6K | 0.17% | 46 |
|
2016
Q2 | $625K | Buy |
6,558
+459
| +8% | +$43.7K | 0.17% | 45 |
|
2016
Q1 | $598K | Sell |
6,099
-247
| -4% | -$24.2K | 0.15% | 44 |
|
2015
Q4 | $558K | Buy |
6,346
+54
| +0.9% | +$4.75K | 0.14% | 49 |
|
2015
Q3 | $500K | Buy |
6,292
+2,439
| +63% | +$194K | 0.13% | 48 |
|
2015
Q2 | $309K | Buy |
3,853
+232
| +6% | +$18.6K | 0.08% | 57 |
|
2015
Q1 | $273K | Buy |
3,621
+188
| +5% | +$14.2K | 0.07% | 59 |
|
2014
Q4 | $280K | Buy |
3,433
+89
| +3% | +$7.26K | 0.08% | 58 |
|
2014
Q3 | $278K | Buy |
3,344
+45
| +1% | +$3.74K | 0.08% | 59 |
|
2014
Q2 | $279K | Sell |
3,299
-174
| -5% | -$14.7K | 0.09% | 53 |
|
2014
Q1 | $285K | Buy |
3,473
+25
| +0.7% | +$2.05K | 0.1% | 51 |
|
2013
Q4 | $301K | Sell |
3,448
-85
| -2% | -$7.42K | 0.11% | 45 |
|
2013
Q3 | $306K | Buy |
3,533
+21
| +0.6% | +$1.82K | 0.11% | 43 |
|
2013
Q2 | $305K | Buy |
+3,512
| New | +$305K | 0.12% | 44 |
|