Anchor Investment 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 | $7.82M | Sell |
42,937
-2,258
| -5% | -$411K | 0.69% | 35 |
|
|
2025
Q1 | $7.17M | Sell |
45,195
-52
| -0.1% | -$8.25K | 0.67% | 36 |
|
|
2024
Q4 | $5.45M | Sell |
45,247
-790
| -2% | -$95.1K | 0.51% | 51 |
|
|
2024
Q3 | $5.59M | Buy |
46,037
+1,544
| +3% | +$187K | 0.53% | 50 |
|
|
2024
Q2 | $4.51M | Buy |
44,493
+421
| +1% | +$42.7K | 0.46% | 55 |
|
|
2024
Q1 | $4.04M | Buy |
44,072
+782
| +2% | +$71.6K | 0.42% | 62 |
|
|
2023
Q4 | $4.07M | Buy |
43,290
+325
| +0.8% | +$30.6K | 0.47% | 59 |
|
|
2023
Q3 | $3.98M | Buy |
42,965
+787
| +2% | +$72.9K | 0.52% | 50 |
|
|
2023
Q2 | $4.12M | Buy |
42,178
+7,383
| +21% | +$721K | 0.53% | 53 |
|
|
2023
Q1 | $3.38M | Buy |
34,795
+1,366
| +4% | +$133K | 0.46% | 58 |
|
|
2022
Q4 | $3.38M | Buy |
33,429
+752
| +2% | +$76.1K | 0.49% | 59 |
|
|
2022
Q3 | $2.71M | Buy |
32,677
+2,298
| +8% | +$191K | 0.42% | 66 |
|
|
2022
Q2 | $3M | Buy |
30,379
+770
| +3% | +$76K | 0.44% | 61 |
|
|
2022
Q1 | $2.78M | Buy |
29,609
+4,759
| +19% | +$447K | 0.35% | 78 |
|
|
2021
Q4 | $2.36M | Buy |
24,850
+267
| +1% | +$25.4K | 0.29% | 94 |
|
|
2021
Q3 | $2.33M | Buy |
24,583
+1,480
| +6% | +$140K | 0.32% | 82 |
|
|
2021
Q2 | $2.29M | Buy |
23,103
+427
| +2% | +$42.3K | 0.32% | 84 |
|
|
2021
Q1 | $2.01M | Buy |
22,676
+8,803
| +63% | +$781K | 0.31% | 88 |
|
|
2020
Q4 | $1.15M | Sell |
13,873
-1,979
| -12% | -$164K | 0.21% | 116 |
|
|
2020
Q3 | $1.19M | Buy |
15,852
+100
| +0.6% | +$7.5K | 0.24% | 99 |
|
|
2020
Q2 | $1.1M | Hold |
15,752
| – | – | 0.25% | 103 |
|
|
2020
Q1 | $1.15M | Buy |
15,752
+975
| +7% | +$71.1K | 0.3% | 94 |
|
|
2019
Q4 | $1.26M | Sell |
14,777
-467
| -3% | -$39.7K | 0.27% | 106 |
|
|
2019
Q3 | $1.16M | Buy |
15,244
+542
| +4% | +$41.2K | 0.27% | 106 |
|
|
2019
Q2 | $1.15M | Sell |
14,702
-10
| -0.1% | -$785 | 0.28% | 102 |
|
|
2019
Q1 | $1.3M | Sell |
14,712
-600
| -4% | -$53K | 0.32% | 90 |
|
|
2018
Q4 | $1.02M | Sell |
15,312
-6,005
| -28% | -$401K | 0.29% | 95 |
|
|
2018
Q3 | $1.74M | Sell |
21,317
-1,425
| -6% | -$116K | 0.4% | 73 |
|
|
2018
Q2 | $1.84M | Sell |
22,742
-1,085
| -5% | -$87.6K | 0.45% | 62 |
|
|
2018
Q1 | $2.37M | Buy |
23,827
+1,400
| +6% | +$139K | 0.62% | 38 |
|
|
2017
Q4 | $2.37M | Sell |
22,427
-750
| -3% | -$79.2K | 0.63% | 42 |
|
|
2017
Q3 | $2.57M | Sell |
23,177
-300
| -1% | -$33.3K | 0.75% | 34 |
|
|
2017
Q2 | $2.76M | Sell |
23,477
-300
| -1% | -$35.2K | 0.91% | 22 |
|
|
2017
Q1 | $2.68M | Buy |
23,777
+200
| +0.8% | +$22.6K | 0.92% | 24 |
|
|
2016
Q4 | $2.16M | Sell |
23,577
-1,306
| -5% | -$119K | 0.81% | 33 |
|
|
2016
Q3 | $2.42M | Sell |
24,883
-1,250
| -5% | -$122K | 0.94% | 24 |
|
|
2016
Q2 | $2.66M | Buy |
26,133
+149
| +0.6% | +$15.2K | 1.05% | 20 |
|
|
2016
Q1 | $2.55M | Buy |
+25,984
| New | +$2.55M | 1.04% | 18 |
|