Allegheny Financial Group’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 | $2.51M | Buy |
13,804
+43
| +0.3% | +$7.83K | 0.56% | 31 |
|
|
2025
Q1 | $2.18M | Buy |
13,761
+64
| +0.5% | +$10.2K | 0.56% | 30 |
|
|
2024
Q4 | $1.65M | Buy |
13,697
+1,630
| +14% | +$196K | 0.42% | 49 |
|
|
2024
Q3 | $1.46M | Sell |
12,067
-301
| -2% | -$36.5K | 0.36% | 52 |
|
|
2024
Q2 | $1.25M | Buy |
12,368
+1,802
| +17% | +$183K | 0.36% | 52 |
|
|
2024
Q1 | $968K | Buy |
10,566
+288
| +3% | +$26.4K | 0.3% | 60 |
|
|
2023
Q4 | $967K | Buy |
10,278
+19
| +0.2% | +$1.79K | 0.31% | 61 |
|
|
2023
Q3 | $950K | Buy |
10,259
+226
| +2% | +$20.9K | 0.36% | 52 |
|
|
2023
Q2 | $979K | Sell |
10,033
-736
| -7% | -$71.8K | 0.46% | 37 |
|
|
2023
Q1 | $1.05M | Buy |
10,769
+16
| +0.1% | +$1.56K | 0.42% | 46 |
|
|
2022
Q4 | $1.09M | Sell |
10,753
-108
| -1% | -$10.9K | 0.45% | 41 |
|
|
2022
Q3 | $901K | Sell |
10,861
-160
| -1% | -$13.3K | 0.42% | 48 |
|
|
2022
Q2 | $1.09M | Sell |
11,021
-161
| -1% | -$15.9K | 0.51% | 39 |
|
|
2022
Q1 | $1.05M | Sell |
11,182
-144
| -1% | -$13.5K | 0.44% | 46 |
|
|
2021
Q4 | $1.08M | Buy |
11,326
+181
| +2% | +$17.2K | 0.43% | 45 |
|
|
2021
Q3 | $1.06M | Buy |
11,145
+60
| +0.5% | +$5.69K | 0.48% | 38 |
|
|
2021
Q2 | $1.1M | Buy |
+11,085
| New | +$1.1M | 0.5% | 37 |
|
|
2021
Q1 | – | Sell |
-10,912
| Closed | -$903K | – | 113 |
|
|
2020
Q4 | $903K | Buy |
+10,912
| New | +$903K | 0.48% | 37 |
|