Ancora 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 | $1.14M | Sell |
6,247
-18
| -0.3% | -$3.28K | 0.02% | 373 |
|
|
2025
Q1 | $994K | Sell |
6,265
-326
| -5% | -$51.7K | 0.02% | 387 |
|
|
2024
Q4 | $793K | Buy |
6,591
+24
| +0.4% | +$2.89K | 0.02% | 442 |
|
|
2024
Q3 | $797K | Sell |
6,567
-1,109
| -14% | -$135K | 0.02% | 425 |
|
|
2024
Q2 | $778K | Sell |
7,676
-331
| -4% | -$33.5K | 0.02% | 419 |
|
|
2024
Q1 | $734K | Buy |
8,007
+18
| +0.2% | +$1.65K | 0.02% | 432 |
|
|
2023
Q4 | $752K | Sell |
7,989
-1,222
| -13% | -$115K | 0.02% | 409 |
|
|
2023
Q3 | $853K | Sell |
9,211
-82
| -0.9% | -$7.59K | 0.02% | 367 |
|
|
2023
Q2 | $907K | Buy |
9,293
+185
| +2% | +$18.1K | 0.02% | 360 |
|
|
2023
Q1 | $886K | Sell |
9,108
-197
| -2% | -$19.2K | 0.03% | 364 |
|
|
2022
Q4 | $942K | Buy |
9,305
+1
| +0% | +$101 | 0.03% | 361 |
|
|
2022
Q3 | $773K | Buy |
9,304
+165
| +2% | +$13.7K | 0.02% | 387 |
|
|
2022
Q2 | $903K | Buy |
9,139
+315
| +4% | +$31.1K | 0.03% | 372 |
|
|
2022
Q1 | $829K | Buy |
8,824
+72
| +0.8% | +$6.76K | 0.02% | 418 |
|
|
2021
Q4 | $832K | Sell |
8,752
-465
| -5% | -$44.2K | 0.02% | 419 |
|
|
2021
Q3 | $873K | Buy |
9,217
+2,496
| +37% | +$236K | 0.02% | 406 |
|
|
2021
Q2 | $666K | Buy |
6,721
+258
| +4% | +$25.6K | 0.02% | 473 |
|
|
2021
Q1 | $573K | Sell |
6,463
-188
| -3% | -$16.7K | 0.02% | 485 |
|
|
2020
Q4 | $551K | Buy |
6,651
+1,900
| +40% | +$157K | 0.02% | 442 |
|
|
2020
Q3 | $356K | Buy |
4,751
+410
| +9% | +$30.7K | 0.01% | 483 |
|
|
2020
Q2 | $304K | Hold |
4,341
| – | – | 0.01% | 512 |
|
|
2020
Q1 | $317K | Sell |
4,341
-898
| -17% | -$65.6K | 0.01% | 531 |
|
|
2019
Q4 | $446K | Sell |
5,239
-9
| -0.2% | -$766 | 0.02% | 510 |
|
|
2019
Q3 | $398K | Sell |
5,248
-2,576
| -33% | -$195K | 0.02% | 491 |
|
|
2019
Q2 | $614K | Buy |
7,824
+83
| +1% | +$6.51K | 0.03% | 381 |
|
|
2019
Q1 | $684K | Buy |
7,741
+1,585
| +26% | +$140K | 0.03% | 364 |
|
|
2018
Q4 | $411K | Sell |
6,156
-496
| -7% | -$33.1K | 0.02% | 446 |
|
|
2018
Q3 | $542K | Sell |
6,652
-631
| -9% | -$51.4K | 0.02% | 464 |
|
|
2018
Q2 | $588K | Sell |
7,283
-4,583
| -39% | -$370K | 0.03% | 445 |
|
|
2018
Q1 | $1.18M | Sell |
11,866
-8,780
| -43% | -$873K | 0.05% | 304 |
|
|
2017
Q4 | $2.18M | Buy |
20,646
+621
| +3% | +$65.6K | 0.12% | 201 |
|
|
2017
Q3 | $2.22M | Buy |
20,025
+4,573
| +30% | +$508K | 0.13% | 199 |
|
|
2017
Q2 | $1.82M | Buy |
15,452
+2,482
| +19% | +$292K | 0.12% | 211 |
|
|
2017
Q1 | $1.46M | Sell |
12,970
-145
| -1% | -$16.4K | 0.1% | 241 |
|
|
2016
Q4 | $1.2M | Buy |
13,115
+4,325
| +49% | +$395K | 0.09% | 261 |
|
|
2016
Q3 | $855K | Buy |
8,790
+300
| +4% | +$29.2K | 0.09% | 244 |
|
|
2016
Q2 | $864K | Buy |
8,490
+646
| +8% | +$65.7K | 0.1% | 225 |
|
|
2016
Q1 | $770K | Sell |
7,844
-250
| -3% | -$24.5K | 0.09% | 237 |
|
|
2015
Q4 | $712K | Sell |
8,094
-400
| -5% | -$35.2K | 0.09% | 244 |
|
|
2015
Q3 | $674K | Sell |
8,494
-200
| -2% | -$15.9K | 0.09% | 258 |
|
|
2015
Q2 | $697K | Buy |
+8,694
| New | +$697K | 0.08% | 277 |
|
|
2015
Q1 | – | Sell |
-8,694
| Closed | -$708K | – | 279 |
|
|
2014
Q4 | $708K | Buy |
8,694
+1,300
| +18% | +$106K | 0.09% | 263 |
|
|
2014
Q3 | $617K | Sell |
7,394
-1,050
| -12% | -$87.6K | 0.08% | 268 |
|
|
2014
Q2 | $712K | Buy |
8,444
+25
| +0.3% | +$2.11K | 0.09% | 250 |
|
|
2014
Q1 | $689K | Hold |
8,419
| – | – | 0.1% | 237 |
|
|
2013
Q4 | $734K | Buy |
8,419
+27
| +0.3% | +$2.35K | 0.11% | 214 |
|
|
2013
Q3 | $727K | Sell |
8,392
-300
| -3% | -$26K | 0.12% | 192 |
|
|
2013
Q2 | $753K | Buy |
+8,692
| New | +$753K | 0.13% | 184 |
|