Advisornet Financial’s Philip Morris PM Stock Holding History

Advisornet Financial’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.11M	Buy	28,073 +307	+1%	+$55.9K	0.33%	58
2025 Q1	$4.41M	Buy	27,766 +693	+3%	+$110K	0.33%	64
2024 Q4	$3.26M	Sell	27,073 -2,059	-7%	-$248K	0.27%	84
2024 Q3	$3.54M	Buy	29,132 +278	+1%	+$33.7K	0.26%	89
2024 Q2	$2.92M	Sell	28,854 -266	-0.9%	-$27K	0.27%	92
2024 Q1	$2.67M	Sell	29,120 -10,136	-26%	-$929K	0.26%	96
2023 Q4	$3.69M	Buy	39,256 +1,621	+4%	+$153K	0.34%	67
2023 Q3	$3.48M	Sell	37,635 -1,785	-5%	-$165K	0.32%	77
2023 Q2	$3.85M	Buy	39,420 +637	+2%	+$62.2K	0.33%	79
2023 Q1	$3.77M	Buy	38,783 +46	+0.1%	+$4.47K	0.35%	77
2022 Q4	$3.92M	Buy	38,737 +439	+1%	+$44.4K	0.39%	68
2022 Q3	$3.18M	Sell	38,298 -77	-0.2%	-$6.39K	0.32%	80
2022 Q2	$3.79M	Buy	38,375 +1,198	+3%	+$118K	0.37%	69
2022 Q1	$3.49M	Buy	37,177 +928	+3%	+$87.2K	0.22%	106
2021 Q4	$3.44M	Sell	36,249 -941	-3%	-$89.4K	0.21%	111
2021 Q3	$3.53M	Sell	37,190 -4,746	-11%	-$450K	0.25%	91
2021 Q2	$4.16M	Buy	41,936 +270	+0.6%	+$26.8K	0.28%	87
2021 Q1	$3.7M	Buy	41,666 +1,053	+3%	+$93.4K	0.26%	88
2020 Q4	$3.36M	Buy	40,613 +1,538	+4%	+$127K	0.27%	79
2020 Q3	$2.93M	Buy	39,075 +526	+1%	+$39.4K	0.25%	92
2020 Q2	$2.7M	Sell	38,549 -8,004	-17%	-$561K	0.22%	110
2020 Q1	$3.4M	Buy	46,553 +147	+0.3%	+$10.7K	0.31%	73
2019 Q4	$3.95M	Sell	46,406 -1,168	-2%	-$99.4K	0.34%	65
2019 Q3	$3.61M	Buy	47,574 +10,574	+29%	+$803K	0.33%	67
2019 Q2	$2.91M	Buy	37,000 +681	+2%	+$53.5K	0.32%	70
2019 Q1	$3.21M	Buy	36,319 +1,849	+5%	+$163K	0.39%	54
2018 Q4	$2.3M	Buy	34,470 +323	+0.9%	+$21.6K	0.32%	70
2018 Q3	$2.78M	Sell	34,147 -96	-0.3%	-$7.83K	0.35%	60
2018 Q2	$2.77M	Buy	34,243 +186	+0.5%	+$15K	0.37%	50
2018 Q1	$3.39M	Buy	34,057 +766	+2%	+$76.1K	0.47%	38
2017 Q4	$3.52M	Buy	+33,291	New	+$3.52M	0.53%	34