Armbruster Capital Management’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 | $1.1M | Buy |
6,027
+46
| +0.8% | +$8.38K | 0.2% | 54 |
|
|
2025
Q1 | $949K | Sell |
5,981
-20
| -0.3% | -$3.18K | 0.19% | 54 |
|
|
2024
Q4 | $722K | Sell |
6,001
-7
| -0.1% | -$842 | 0.15% | 65 |
|
|
2024
Q3 | $729K | Buy |
6,008
+214
| +4% | +$26K | 0.15% | 67 |
|
|
2024
Q2 | $587K | Buy |
5,794
+33
| +0.6% | +$3.34K | 0.12% | 70 |
|
|
2024
Q1 | $528K | Hold |
5,761
| – | – | 0.11% | 71 |
|
|
2023
Q4 | $542K | Hold |
5,761
| – | – | 0.12% | 64 |
|
|
2023
Q3 | $533K | Hold |
5,761
| – | – | 0.13% | 61 |
|
|
2023
Q2 | $562K | Hold |
5,761
| – | – | 0.14% | 59 |
|
|
2023
Q1 | $560K | Hold |
5,761
| – | – | 0.14% | 57 |
|
|
2022
Q4 | $583K | Hold |
5,761
| – | – | 0.15% | 55 |
|
|
2022
Q3 | $478K | Sell |
5,761
-25
| -0.4% | -$2.07K | 0.14% | 65 |
|
|
2022
Q2 | $571K | Sell |
5,786
-50
| -0.9% | -$4.93K | 0.15% | 62 |
|
|
2022
Q1 | $548K | Hold |
5,836
| – | – | 0.13% | 69 |
|
|
2021
Q4 | $554K | Hold |
5,836
| – | – | 0.13% | 76 |
|
|
2021
Q3 | $553K | Hold |
5,836
| – | – | 0.16% | 50 |
|
|
2021
Q2 | $578K | Hold |
5,836
| – | – | 0.16% | 52 |
|
|
2021
Q1 | $518K | Hold |
5,836
| – | – | 0.15% | 50 |
|
|
2020
Q4 | $483K | Buy |
5,836
+308
| +6% | +$25.5K | 0.16% | 50 |
|
|
2020
Q3 | $415K | Sell |
5,528
-25
| -0.5% | -$1.88K | 0.16% | 52 |
|
|
2020
Q2 | $389K | Hold |
5,553
| – | – | 0.16% | 52 |
|
|
2020
Q1 | $405K | Sell |
5,553
-325
| -6% | -$23.7K | 0.19% | 49 |
|
|
2019
Q4 | $500K | Hold |
5,878
| – | – | 0.19% | 42 |
|
|
2019
Q3 | $446K | Hold |
5,878
| – | – | 0.19% | 44 |
|
|
2019
Q2 | $462K | Sell |
5,878
-150
| -2% | -$11.8K | 0.19% | 42 |
|
|
2019
Q1 | $533K | Buy |
6,028
+325
| +6% | +$28.7K | 0.23% | 41 |
|
|
2018
Q4 | $381K | Sell |
5,703
-123
| -2% | -$8.22K | 0.19% | 47 |
|
|
2018
Q3 | $475K | Buy |
5,826
+29
| +0.5% | +$2.36K | 0.21% | 43 |
|
|
2018
Q2 | $468K | Sell |
5,797
-6
| -0.1% | -$484 | 0.22% | 41 |
|
|
2018
Q1 | $577K | Sell |
5,803
-300
| -5% | -$29.8K | 0.27% | 35 |
|
|
2017
Q4 | $645K | Sell |
6,103
-210
| -3% | -$22.2K | 0.3% | 33 |
|
|
2017
Q3 | $701K | Sell |
6,313
-236
| -4% | -$26.2K | 0.36% | 28 |
|
|
2017
Q2 | $769K | Sell |
6,549
-63
| -1% | -$7.4K | 0.42% | 26 |
|
|
2017
Q1 | $746K | Sell |
6,612
-650
| -9% | -$73.3K | 0.42% | 26 |
|
|
2016
Q4 | $664K | Hold |
7,262
| – | – | 0.39% | 28 |
|
|
2016
Q3 | $706K | Buy |
7,262
+150
| +2% | +$14.6K | 0.44% | 26 |
|
|
2016
Q2 | $723K | Sell |
7,112
-125
| -2% | -$12.7K | 0.47% | 26 |
|
|
2016
Q1 | $710K | Sell |
7,237
-350
| -5% | -$34.3K | 0.49% | 24 |
|
|
2015
Q4 | $667K | Buy |
+7,587
| New | +$667K | 0.6% | 25 |
|