Archford Capital Strategies’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 | $601K | Buy |
3,301
+1,038
| +46% | +$189K | 0.08% | 206 |
|
|
2025
Q1 | $359K | Buy |
2,263
+88
| +4% | +$14K | 0.05% | 228 |
|
|
2024
Q4 | $262K | Buy |
2,175
+32
| +1% | +$3.85K | 0.04% | 242 |
|
|
2024
Q3 | $257K | Sell |
2,143
-367
| -15% | -$44.1K | 0.04% | 229 |
|
|
2024
Q2 | $254K | Sell |
2,510
-17,314
| -87% | -$1.75M | 0.04% | 232 |
|
|
2024
Q1 | $1.82M | Sell |
19,824
-368
| -2% | -$33.7K | 0.3% | 86 |
|
|
2023
Q4 | $1.9M | Buy |
20,192
+1,648
| +9% | +$155K | 0.35% | 74 |
|
|
2023
Q3 | $1.72M | Sell |
18,544
-654
| -3% | -$60.5K | 0.34% | 71 |
|
|
2023
Q2 | $1.87M | Buy |
19,198
+310
| +2% | +$30.3K | 0.36% | 64 |
|
|
2023
Q1 | $1.87M | Buy |
18,888
+2,293
| +14% | +$226K | 0.39% | 61 |
|
|
2022
Q4 | $1.68M | Buy |
16,595
+1,489
| +10% | +$151K | 0.39% | 65 |
|
|
2022
Q3 | $1.25M | Buy |
15,106
+912
| +6% | +$75.7K | 0.32% | 81 |
|
|
2022
Q2 | $1.4M | Buy |
14,194
+2,224
| +19% | +$220K | 0.35% | 73 |
|
|
2022
Q1 | $1.15M | Buy |
11,970
+3,070
| +34% | +$294K | 0.26% | 89 |
|
|
2021
Q4 | $846K | Sell |
8,900
-663
| -7% | -$63K | 0.19% | 134 |
|
|
2021
Q3 | $906K | Buy |
9,563
+5,126
| +116% | +$486K | 0.21% | 124 |
|
|
2021
Q2 | $440K | Buy |
4,437
+256
| +6% | +$25.4K | 0.11% | 193 |
|
|
2021
Q1 | $384K | Sell |
4,181
-11,579
| -73% | -$1.06M | 0.1% | 208 |
|
|
2020
Q4 | $1.31M | Buy |
15,760
+203
| +1% | +$16.9K | 0.3% | 97 |
|
|
2020
Q3 | $1.17M | Buy |
15,557
+34
| +0.2% | +$2.55K | 0.31% | 95 |
|
|
2020
Q2 | $1.09M | Buy |
15,523
+236
| +2% | +$16.5K | 0.32% | 92 |
|
|
2020
Q1 | $1.12M | Sell |
15,287
-400
| -3% | -$29.2K | 0.44% | 71 |
|
|
2019
Q4 | $1.34M | Sell |
15,687
-69
| -0.4% | -$5.87K | 0.46% | 66 |
|
|
2019
Q3 | $1.2M | Sell |
15,756
-530
| -3% | -$40.2K | 0.45% | 65 |
|
|
2019
Q2 | $1.28M | Buy |
16,286
+153
| +0.9% | +$12K | 0.47% | 59 |
|
|
2019
Q1 | $1.43M | Sell |
16,133
-148
| -0.9% | -$13.1K | 0.53% | 51 |
|
|
2018
Q4 | $1.09M | Buy |
16,281
+48
| +0.3% | +$3.21K | 0.44% | 65 |
|
|
2018
Q3 | $1.32M | Sell |
16,233
-456
| -3% | -$37.2K | 0.48% | 57 |
|
|
2018
Q2 | $1.35M | Sell |
16,689
-6,632
| -28% | -$535K | 0.47% | 56 |
|
|
2018
Q1 | $2.49M | Buy |
23,321
+52
| +0.2% | +$5.55K | 1.04% | 30 |
|
|
2017
Q4 | $2.46M | Sell |
23,269
-2,718
| -10% | -$287K | 0.92% | 32 |
|
|
2017
Q3 | $2.89M | Buy |
25,987
+14
| +0.1% | +$1.55K | 1.08% | 20 |
|
|
2017
Q2 | $3.05M | Buy |
25,973
+15,820
| +156% | +$1.86M | 1.21% | 14 |
|
|
2017
Q1 | $1.15M | Sell |
10,153
-18,276
| -64% | -$2.06M | 0.43% | 73 |
|
|
2016
Q4 | $2.6M | Buy |
28,429
+1,697
| +6% | +$155K | 1.1% | 19 |
|
|
2016
Q3 | $2.6M | Buy |
26,732
+18,451
| +223% | +$1.79M | 1.07% | 18 |
|
|
2016
Q2 | $842K | Sell |
8,281
-17,609
| -68% | -$1.79M | 0.44% | 69 |
|
|
2016
Q1 | $2.54M | Buy |
25,890
+739
| +3% | +$72.5K | 1.22% | 17 |
|
|
2015
Q4 | $2.11M | Buy |
25,151
+20,480
| +438% | +$1.71M | 0.96% | 24 |
|
|
2015
Q3 | $371K | Buy |
4,671
+250
| +6% | +$19.9K | 0.28% | 85 |
|
|
2015
Q2 | $354K | Buy |
4,421
+387
| +10% | +$31K | 0.25% | 92 |
|
|
2015
Q1 | $304K | Buy |
4,034
+207
| +5% | +$15.6K | 0.21% | 106 |
|
|
2014
Q4 | $311K | Buy |
3,827
+241
| +7% | +$19.6K | 0.23% | 103 |
|
|
2014
Q3 | $299K | Buy |
3,586
+70
| +2% | +$5.84K | 0.24% | 108 |
|
|
2014
Q2 | $296K | Sell |
3,516
-167
| -5% | -$14.1K | 0.23% | 107 |
|
|
2014
Q1 | $302K | Buy |
+3,683
| New | +$302K | 0.25% | 104 |
|