Annex 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 | $6.41M | Buy |
35,183
+468
| +1% | +$85.2K | 0.15% | 82 |
|
|
2025
Q1 | $5.51M | Buy |
34,715
+11,034
| +47% | +$1.75M | 0.16% | 85 |
|
|
2024
Q4 | $2.85M | Buy |
23,681
+10,301
| +77% | +$1.24M | 0.09% | 106 |
|
|
2024
Q3 | $1.62M | Buy |
13,380
+212
| +2% | +$25.7K | 0.05% | 121 |
|
|
2024
Q2 | $1.33M | Sell |
13,168
-137
| -1% | -$13.9K | 0.05% | 117 |
|
|
2024
Q1 | $1.22M | Buy |
13,305
+14
| +0.1% | +$1.28K | 0.04% | 118 |
|
|
2023
Q4 | $1.25M | Sell |
13,291
-30,025
| -69% | -$2.82M | 0.05% | 114 |
|
|
2023
Q3 | $4.01M | Buy |
43,316
+4,047
| +10% | +$375K | 0.24% | 72 |
|
|
2023
Q2 | $3.83M | Sell |
39,269
-2,064
| -5% | -$201K | 0.21% | 69 |
|
|
2023
Q1 | $4.02M | Sell |
41,333
-2,950
| -7% | -$287K | 0.22% | 66 |
|
|
2022
Q4 | $4.48M | Sell |
44,283
-1,149
| -3% | -$116K | 0.25% | 62 |
|
|
2022
Q3 | $3.77M | Sell |
45,432
-1,403
| -3% | -$116K | 0.25% | 62 |
|
|
2022
Q2 | $4.63M | Buy |
46,835
+27,673
| +144% | +$2.73M | 0.33% | 58 |
|
|
2022
Q1 | $1.8M | Buy |
19,162
+935
| +5% | +$87.8K | 0.13% | 100 |
|
|
2021
Q4 | $1.73M | Buy |
18,227
+5,680
| +45% | +$540K | 0.12% | 100 |
|
|
2021
Q3 | $1.19M | Sell |
12,547
-1,203
| -9% | -$114K | 0.1% | 102 |
|
|
2021
Q2 | $1.36M | Buy |
13,750
+6,539
| +91% | +$648K | 0.11% | 100 |
|
|
2021
Q1 | $640K | Sell |
7,211
-436
| -6% | -$38.7K | 0.06% | 126 |
|
|
2020
Q4 | $633K | Sell |
7,647
-5,075
| -40% | -$420K | 0.06% | 123 |
|
|
2020
Q3 | $954K | Sell |
12,722
-2,574
| -17% | -$193K | 0.12% | 75 |
|
|
2020
Q2 | $1.07M | Buy |
15,296
+185
| +1% | +$13K | 0.15% | 66 |
|
|
2020
Q1 | $1.1M | Buy |
15,111
+203
| +1% | +$14.8K | 0.16% | 65 |
|
|
2019
Q4 | $1.27M | Sell |
14,908
-978
| -6% | -$83.2K | 0.15% | 65 |
|
|
2019
Q3 | $1.21M | Buy |
15,886
+330
| +2% | +$25.1K | 0.16% | 67 |
|
|
2019
Q2 | $1.22M | Buy |
15,556
+24
| +0.2% | +$1.89K | 0.17% | 62 |
|
|
2019
Q1 | $1.37M | Sell |
15,532
-2,227
| -13% | -$197K | 0.21% | 59 |
|
|
2018
Q4 | $1.19M | Sell |
17,759
-419
| -2% | -$28K | 0.19% | 68 |
|
|
2018
Q3 | $1.48M | Buy |
18,178
+8,170
| +82% | +$666K | 0.23% | 58 |
|
|
2018
Q2 | $808K | Buy |
10,008
+217
| +2% | +$17.5K | 0.14% | 72 |
|
|
2018
Q1 | $973K | Buy |
9,791
+77
| +0.8% | +$7.65K | 0.18% | 67 |
|
|
2017
Q4 | $1.03M | Buy |
9,714
+196
| +2% | +$20.7K | 0.19% | 59 |
|
|
2017
Q3 | $1.06M | Buy |
9,518
+6,495
| +215% | +$721K | 0.22% | 48 |
|
|
2017
Q2 | $355K | Sell |
3,023
-78
| -3% | -$9.16K | 0.08% | 87 |
|
|
2017
Q1 | $350K | Sell |
3,101
-594
| -16% | -$67K | 0.09% | 88 |
|
|
2016
Q4 | $338K | Buy |
3,695
+329
| +10% | +$30.1K | 0.08% | 84 |
|
|
2016
Q3 | $327K | Buy |
3,366
+8
| +0.2% | +$777 | 0.09% | 84 |
|
|
2016
Q2 | $342K | Sell |
3,358
-89
| -3% | -$9.06K | 0.09% | 86 |
|
|
2016
Q1 | $338K | Sell |
3,447
-1,236
| -26% | -$121K | 0.1% | 82 |
|
|
2015
Q4 | $412K | Buy |
4,683
+201
| +4% | +$17.7K | 0.12% | 81 |
|
|
2015
Q3 | $356K | Buy |
4,482
+10
| +0.2% | +$794 | 0.12% | 84 |
|
|
2015
Q2 | $359K | Buy |
4,472
+4
| +0.1% | +$321 | 0.12% | 83 |
|
|
2015
Q1 | $337K | Buy |
4,468
+382
| +9% | +$28.8K | 0.11% | 67 |
|
|
2014
Q4 | $333K | Sell |
4,086
-246
| -6% | -$20K | 0.1% | 61 |
|
|
2014
Q3 | $361K | Buy |
4,332
+263
| +6% | +$21.9K | 0.12% | 51 |
|
|
2014
Q2 | $343K | Sell |
4,069
-214
| -5% | -$18K | 0.12% | 56 |
|
|
2014
Q1 | $351K | Buy |
+4,283
| New | +$351K | 0.13% | 54 |
|