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 |
|