AE Wealth Management’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 | $58.6M | Buy |
321,906
+7,543
| +2% | +$1.37M | 0.43% | 55 |
|
|
2025
Q1 | $49.9M | Buy |
314,363
+37,978
| +14% | +$6.03M | 0.42% | 57 |
|
|
2024
Q4 | $33.3M | Buy |
276,385
+26,014
| +10% | +$3.13M | 0.28% | 88 |
|
|
2024
Q3 | $30.4M | Buy |
250,371
+1,923
| +0.8% | +$233K | 0.28% | 90 |
|
|
2024
Q2 | $25.2M | Sell |
248,448
-42,375
| -15% | -$4.29M | 0.25% | 91 |
|
|
2024
Q1 | $26.6M | Sell |
290,823
-134,094
| -32% | -$12.3M | 0.3% | 80 |
|
|
2023
Q4 | $38.6M | Buy |
424,917
+103
| +0% | +$9.36K | 0.2% | 110 |
|
|
2023
Q3 | $39.3M | Buy |
424,814
+15,830
| +4% | +$1.47M | 0.24% | 85 |
|
|
2023
Q2 | $39.9M | Buy |
408,984
+20,706
| +5% | +$2.02M | 0.24% | 79 |
|
|
2023
Q1 | $37.8M | Buy |
388,278
+45,633
| +13% | +$4.44M | 0.24% | 77 |
|
|
2022
Q4 | $34.7M | Buy |
342,645
+60,315
| +21% | +$6.1M | 0.25% | 80 |
|
|
2022
Q3 | $23.4M | Buy |
282,330
+25,688
| +10% | +$2.13M | 0.19% | 122 |
|
|
2022
Q2 | $25.3M | Buy |
256,642
+47,273
| +23% | +$4.67M | 0.2% | 120 |
|
|
2022
Q1 | $19.7M | Buy |
209,369
+41,674
| +25% | +$3.91M | 0.13% | 164 |
|
|
2021
Q4 | $15.9M | Buy |
167,695
+26,913
| +19% | +$2.56M | 0.11% | 188 |
|
|
2021
Q3 | $13.3M | Buy |
140,782
+10,496
| +8% | +$995K | 0.11% | 197 |
|
|
2021
Q2 | $12.9M | Buy |
130,286
+14,938
| +13% | +$1.48M | 0.11% | 182 |
|
|
2021
Q1 | $10.2M | Buy |
115,348
+5,253
| +5% | +$466K | 0.1% | 199 |
|
|
2020
Q4 | $9.12M | Buy |
110,095
+2,517
| +2% | +$208K | 0.1% | 197 |
|
|
2020
Q3 | $8.07M | Buy |
107,578
+83
| +0.1% | +$6.22K | 0.12% | 166 |
|
|
2020
Q2 | $7.53M | Buy |
107,495
+36,183
| +51% | +$2.53M | 0.12% | 170 |
|
|
2020
Q1 | $5.2M | Buy |
71,312
+823
| +1% | +$60K | 0.12% | 156 |
|
|
2019
Q4 | $6M | Buy |
70,489
+16,357
| +30% | +$1.39M | 0.13% | 150 |
|
|
2019
Q3 | $4.11M | Sell |
54,132
-6,282
| -10% | -$477K | 0.12% | 166 |
|
|
2019
Q2 | $4.74M | Buy |
60,414
+23,316
| +63% | +$1.83M | 0.14% | 130 |
|
|
2019
Q1 | $3.28M | Buy |
37,098
+5,547
| +18% | +$490K | 0.23% | 90 |
|
|
2018
Q4 | $2.11M | Sell |
31,551
-10,899
| -26% | -$727K | 0.36% | 72 |
|
|
2018
Q3 | $3.46M | Buy |
42,450
+17,098
| +67% | +$1.39M | 0.19% | 93 |
|
|
2018
Q2 | $2.05M | Sell |
25,352
-5,337
| -17% | -$431K | 0.14% | 99 |
|
|
2018
Q1 | $3.05M | Buy |
30,689
+732
| +2% | +$72.7K | 0.24% | 68 |
|
|
2017
Q4 | $3.17M | Sell |
29,957
-38
| -0.1% | -$4.02K | 0.28% | 65 |
|
|
2017
Q3 | $3.33M | Sell |
29,995
-877
| -3% | -$97.4K | 0.31% | 55 |
|
|
2017
Q2 | $3.63M | Buy |
30,872
+2,288
| +8% | +$269K | 0.43% | 44 |
|
|
2017
Q1 | $3.23M | Buy |
28,584
+9,843
| +53% | +$1.11M | 0.6% | 29 |
|
|
2016
Q4 | $1.72M | Buy |
+18,741
| New | +$1.72M | 0.69% | 30 |
|