Advisory Alpha’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 | $1.49M | Buy |
8,197
+1,848
| +29% | +$337K | 0.05% | 128 |
|
|
2025
Q1 | $1.01M | Buy |
6,349
+1,691
| +36% | +$268K | 0.03% | 159 |
|
|
2024
Q4 | $561K | Buy |
4,658
+289
| +7% | +$34.8K | 0.02% | 219 |
|
|
2024
Q3 | $531K | Buy |
4,369
+339
| +8% | +$41.2K | 0.02% | 226 |
|
|
2024
Q2 | $408K | Buy |
4,030
+363
| +10% | +$36.8K | 0.02% | 244 |
|
|
2024
Q1 | $336K | Buy |
3,667
+1,204
| +49% | +$110K | 0.01% | 279 |
|
|
2023
Q4 | $232K | Buy |
+2,463
| New | +$232K | 0.01% | 309 |
|
|
2022
Q1 | – | Sell |
-3,556
| Closed | -$338K | – | 291 |
|
|
2021
Q4 | $338K | Buy |
3,556
+45
| +1% | +$4.28K | 0.02% | 205 |
|
|
2021
Q3 | $333K | Buy |
3,511
+231
| +7% | +$21.9K | 0.02% | 196 |
|
|
2021
Q2 | $325K | Hold |
3,280
| – | – | 0.03% | 150 |
|
|
2021
Q1 | $291K | Buy |
3,280
+73
| +2% | +$6.48K | 0.03% | 140 |
|
|
2020
Q4 | $266K | Sell |
3,207
-101
| -3% | -$8.38K | 0.05% | 87 |
|
|
2020
Q3 | $261K | Buy |
3,308
+250
| +8% | +$19.7K | 0.06% | 76 |
|
|
2020
Q2 | $244K | Sell |
3,058
-251
| -8% | -$20K | 0.05% | 97 |
|
|
2020
Q1 | $238K | Sell |
3,309
-359
| -10% | -$25.8K | 0.07% | 83 |
|
|
2019
Q4 | $322K | Buy |
3,668
+335
| +10% | +$29.4K | 0.08% | 97 |
|
|
2019
Q3 | $258K | Buy |
3,333
+129
| +4% | +$9.99K | 0.08% | 97 |
|
|
2019
Q2 | $284K | Sell |
3,204
-250
| -7% | -$22.2K | 0.09% | 88 |
|
|
2019
Q1 | $290K | Buy |
3,454
+251
| +8% | +$21.1K | 0.11% | 85 |
|
|
2018
Q4 | $253K | Buy |
+3,203
| New | +$253K | 0.12% | 73 |
|