Addison Advisors’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 | $524K | Buy |
2,879
+197
| +7% | +$35.9K | 0.13% | 119 |
|
|
2025
Q1 | $426K | Buy |
2,682
+22
| +0.8% | +$3.49K | 0.12% | 123 |
|
|
2024
Q4 | $320K | Sell |
2,660
-1
| -0% | -$120 | 0.09% | 144 |
|
|
2024
Q3 | $323K | Hold |
2,661
| – | – | 0.09% | 153 |
|
|
2024
Q2 | $270K | Buy |
2,661
+138
| +5% | +$14K | 0.09% | 157 |
|
|
2024
Q1 | $231K | Buy |
2,523
+81
| +3% | +$7.42K | 0.08% | 168 |
|
|
2023
Q4 | $230K | Buy |
2,442
+78
| +3% | +$7.34K | 0.09% | 159 |
|
|
2023
Q3 | $219K | Buy |
2,364
+85
| +4% | +$7.87K | 0.1% | 140 |
|
|
2023
Q2 | $222K | Buy |
2,279
+31
| +1% | +$3.03K | 0.11% | 140 |
|
|
2023
Q1 | $219K | Sell |
2,248
-9
| -0.4% | -$875 | 0.12% | 130 |
|
|
2022
Q4 | $228K | Buy |
2,257
+31
| +1% | +$3.14K | 0.14% | 117 |
|
|
2022
Q3 | $185K | Buy |
2,226
+48
| +2% | +$3.99K | 0.11% | 127 |
|
|
2022
Q2 | $215K | Buy |
2,178
+25
| +1% | +$2.47K | 0.13% | 118 |
|
|
2022
Q1 | $202K | Buy |
2,153
+39
| +2% | +$3.66K | 0.11% | 137 |
|
|
2021
Q4 | $201K | Buy |
2,114
+738
| +54% | +$70.2K | 0.12% | 118 |
|
|
2021
Q3 | $130K | Buy |
1,376
+10
| +0.7% | +$945 | 0.1% | 113 |
|
|
2021
Q2 | $135K | Buy |
+1,366
| New | +$135K | 0.11% | 111 |
|
|
2020
Q4 | $113K | Buy |
+1,366
| New | +$113K | 0.11% | 116 |
|