Aptus Capital 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 | $6.68M | Buy |
36,679
+4,619
| +14% | +$842K | 0.05% | 245 |
|
|
2025
Q1 | $5.09M | Buy |
32,060
+1,196
| +4% | +$190K | 0.05% | 269 |
|
|
2024
Q4 | $3.74M | Buy |
30,864
+14,490
| +88% | +$1.76M | 0.04% | 302 |
|
|
2024
Q3 | $1.99M | Sell |
16,374
-927
| -5% | -$113K | 0.03% | 318 |
|
|
2024
Q2 | $1.75M | Sell |
17,301
-317
| -2% | -$32.1K | 0.03% | 310 |
|
|
2024
Q1 | $1.61M | Buy |
17,618
+5,068
| +40% | +$464K | 0.03% | 322 |
|
|
2023
Q4 | $1.18M | Sell |
12,550
-2,051
| -14% | -$193K | 0.03% | 267 |
|
|
2023
Q3 | $1.35M | Buy |
14,601
+4,094
| +39% | +$379K | 0.04% | 266 |
|
|
2023
Q2 | $1.03M | Buy |
10,507
+391
| +4% | +$38.2K | 0.02% | 256 |
|
|
2023
Q1 | $997K | Buy |
10,116
+361
| +4% | +$35.6K | 0.03% | 265 |
|
|
2022
Q4 | $987K | Sell |
9,755
-427
| -4% | -$43.2K | 0.03% | 276 |
|
|
2022
Q3 | $858K | Buy |
10,182
+1,600
| +19% | +$135K | 0.02% | 270 |
|
|
2022
Q2 | $858K | Sell |
8,582
-606
| -7% | -$60.6K | 0.02% | 240 |
|
|
2022
Q1 | $872K | Buy |
9,188
+3,600
| +64% | +$342K | 0.02% | 251 |
|
|
2021
Q4 | $537K | Buy |
5,588
+112
| +2% | +$10.8K | 0.02% | 269 |
|
|
2021
Q3 | $524K | Buy |
5,476
+1,547
| +39% | +$148K | 0.01% | 265 |
|
|
2021
Q2 | $393K | Buy |
3,929
+100
| +3% | +$10K | 0.01% | 279 |
|
|
2021
Q1 | $344K | Buy |
3,829
+180
| +5% | +$16.2K | 0.01% | 271 |
|
|
2020
Q4 | $305K | Buy |
3,649
+387
| +12% | +$32.3K | 0.01% | 250 |
|
|
2020
Q3 | $247K | Buy |
+3,262
| New | +$247K | 0.01% | 250 |
|
|
2020
Q2 | – | Sell |
-30,236
| Closed | -$2.21M | – | 429 |
|
|
2020
Q1 | $2.21M | Buy |
30,236
+1,885
| +7% | +$138K | 0.19% | 72 |
|
|
2019
Q4 | $2.41M | Buy |
28,351
+11,173
| +65% | +$951K | 0.17% | 81 |
|
|
2019
Q3 | $1.3M | Sell |
17,178
-1,222
| -7% | -$92.8K | 0.07% | 120 |
|
|
2019
Q2 | $1.44M | Sell |
18,400
-7,561
| -29% | -$593K | 0.2% | 93 |
|
|
2019
Q1 | $2.29M | Buy |
+25,961
| New | +$2.29M | 0.39% | 46 |
|