Arax Advisory Partners’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 | $2M | Buy |
10,239
+5,994
| +141% | +$1.17M | 0.09% | 155 |
|
|
2025
Q1 | $674K | Buy |
4,245
+1,285
| +43% | +$204K | 0.04% | 246 |
|
|
2024
Q4 | $356K | Buy |
2,960
+1,337
| +82% | +$161K | 0.02% | 362 |
|
|
2024
Q3 | $197K | Buy |
1,623
+88
| +6% | +$10.7K | 0.02% | 353 |
|
|
2024
Q2 | $156K | Sell |
1,535
-231
| -13% | -$23.4K | 0.02% | 377 |
|
|
2024
Q1 | $162K | Sell |
1,766
-71
| -4% | -$6.5K | 0.02% | 321 |
|
|
2023
Q4 | $173K | Buy |
1,837
+115
| +7% | +$10.8K | 0.02% | 302 |
|
|
2023
Q3 | $159K | Buy |
1,722
+61
| +4% | +$5.65K | 0.02% | 287 |
|
|
2023
Q2 | $162K | Sell |
1,661
-56
| -3% | -$5.47K | 0.02% | 273 |
|
|
2023
Q1 | $167K | Sell |
1,717
-24
| -1% | -$2.33K | 0.02% | 264 |
|
|
2022
Q4 | $176K | Buy |
1,741
+37
| +2% | +$3.75K | 0.02% | 247 |
|
|
2022
Q3 | $141K | Buy |
1,704
+179
| +12% | +$14.8K | 0.02% | 260 |
|
|
2022
Q2 | $151K | Buy |
1,525
+63
| +4% | +$6.24K | 0.02% | 255 |
|
|
2022
Q1 | $137K | Buy |
1,462
+200
| +16% | +$18.7K | 0.02% | 287 |
|
|
2021
Q4 | $120K | Buy |
1,262
+17
| +1% | +$1.62K | 0.02% | 313 |
|
|
2021
Q3 | $118K | Buy |
1,245
+77
| +7% | +$7.3K | 0.02% | 301 |
|
|
2021
Q2 | $116K | Buy |
+1,168
| New | +$116K | 0.02% | 309 |
|
|
2020
Q4 | $89K | Sell |
1,079
-129
| -11% | -$10.6K | 0.01% | 310 |
|
|
2020
Q3 | $91K | Buy |
1,208
+176
| +17% | +$13.3K | 0.02% | 280 |
|
|
2020
Q2 | $72K | Buy |
1,032
+163
| +19% | +$11.4K | 0.01% | 301 |
|
|
2020
Q1 | $63K | Buy |
869
+688
| +380% | +$49.9K | 0.01% | 300 |
|
|
2019
Q4 | $15K | Buy |
181
+2
| +1% | +$166 | ﹤0.01% | 437 |
|
|
2019
Q3 | $14K | Buy |
179
+3
| +2% | +$235 | ﹤0.01% | 441 |
|
|
2019
Q2 | $14K | Buy |
+176
| New | +$14K | ﹤0.01% | 445 |
|
|
2018
Q4 | $45K | Sell |
674
-41
| -6% | -$2.74K | 0.02% | 282 |
|
|
2018
Q3 | $58K | Buy |
+715
| New | +$58K | 0.02% | 265 |
|