Allen Mooney & Barnes Investment 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 | $1.24M | Buy |
6,805
+12
| +0.2% | +$2.19K | 0.2% | 64 |
|
|
2025
Q1 | $1.08M | Sell |
6,793
-1,454
| -18% | -$231K | 0.18% | 72 |
|
|
2024
Q4 | $992K | Buy |
8,247
+67
| +0.8% | +$8.06K | 0.17% | 69 |
|
|
2024
Q3 | $993K | Buy |
8,180
+90
| +1% | +$10.9K | 0.17% | 71 |
|
|
2024
Q2 | $820K | Sell |
8,090
-58
| -0.7% | -$5.88K | 0.15% | 77 |
|
|
2024
Q1 | $729K | Buy |
8,148
+37
| +0.5% | +$3.31K | 0.14% | 82 |
|
|
2023
Q4 | $763K | Sell |
8,111
-82
| -1% | -$7.72K | 0.15% | 79 |
|
|
2023
Q3 | $759K | Sell |
8,193
-303
| -4% | -$28.1K | 0.16% | 75 |
|
|
2023
Q2 | $829K | Buy |
8,496
+2,590
| +44% | +$253K | 0.18% | 69 |
|
|
2023
Q1 | $574K | Sell |
5,906
-291
| -5% | -$28.3K | 0.14% | 78 |
|
|
2022
Q4 | $627K | Buy |
6,197
+25
| +0.4% | +$2.53K | 0.15% | 75 |
|
|
2022
Q3 | $512K | Sell |
6,172
-226
| -4% | -$18.8K | 0.14% | 79 |
|
|
2022
Q2 | $632K | Sell |
6,398
-139
| -2% | -$13.7K | 0.16% | 78 |
|
|
2022
Q1 | $614K | Buy |
+6,537
| New | +$614K | 0.14% | 83 |
|