Ameritas Advisory Services’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
$1.23M Sell
6,765
-3,118
-32% -$568K 0.06% 297
2025
Q1
$1.29M Sell
9,883
-9,380
-49% -$1.22M 0.05% 328
2024
Q4
$2.32M Buy
19,263
+5,219
+37% +$628K 0.08% 220
2024
Q3
$1.7M Sell
14,044
-4,306
-23% -$523K 0.07% 262
2024
Q2
$1.86M Buy
18,350
+5,695
+45% +$577K 0.07% 267
2024
Q1
$1.19M Sell
12,655
-1,416
-10% -$133K 0.05% 337
2023
Q4
$1.3M Sell
14,071
-343
-2% -$31.8K 0.07% 235
2023
Q3
$1.34M Buy
14,414
+8,483
+143% +$787K 0.07% 272
2023
Q2
$579K Sell
5,931
-9,437
-61% -$922K 0.07% 260
2023
Q1
$1.51M Sell
15,368
-5,420
-26% -$531K 0.08% 243
2022
Q4
$2.1M Buy
20,788
+5,026
+32% +$509K 0.1% 212
2022
Q3
$1.31M Buy
15,762
+133
+0.9% +$11K 0.08% 241
2022
Q2
$1.54M Buy
15,629
+571
+4% +$56.4K 0.09% 218
2022
Q1
$1.42M Buy
15,058
+894
+6% +$84K 0.05% 271
2021
Q4
$1.35M Buy
+14,164
New +$1.35M 0.05% 286