APSI
Asset Planning Services Inc’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.55M | Sell |
52,425
-325
| -0.6% | -$59.2K | 4.39% | 6 |
|
|
2025
Q1 | $8.37M | Sell |
52,750
-390
| -0.7% | -$61.9K | 4.26% | 6 |
|
|
2024
Q4 | $6.4M | Buy |
53,140
+180
| +0.3% | +$21.7K | 3.12% | 13 |
|
|
2024
Q3 | $6.43M | Buy |
52,960
+900
| +2% | +$109K | 3.18% | 15 |
|
|
2024
Q2 | $5.28M | Buy |
52,060
+80
| +0.2% | +$8.11K | 2.78% | 15 |
|
|
2024
Q1 | $4.76M | Sell |
51,980
-598
| -1% | -$54.8K | 2.66% | 21 |
|
|
2023
Q4 | $4.95M | Sell |
52,578
-435
| -0.8% | -$40.9K | 3.01% | 19 |
|
|
2023
Q3 | $4.91M | Buy |
53,013
+940
| +2% | +$87K | 3.22% | 17 |
|
|
2023
Q2 | $5.08M | Sell |
52,073
-275
| -0.5% | -$26.8K | 3.13% | 18 |
|
|
2023
Q1 | $5.09M | Sell |
52,348
-905
| -2% | -$88K | 3.22% | 17 |
|
|
2022
Q4 | $5.39M | Buy |
53,253
+240
| +0.5% | +$24.3K | 3.41% | 14 |
|
|
2022
Q3 | $4.4M | Sell |
53,013
-225
| -0.4% | -$18.7K | 3.09% | 17 |
|
|
2022
Q2 | $5.26M | Buy |
53,238
+1,350
| +3% | +$133K | 3.44% | 13 |
|
|
2022
Q1 | $4.87M | Buy |
51,888
+1,400
| +3% | +$132K | 2.79% | 20 |
|
|
2021
Q4 | $4.8M | Sell |
50,488
-650
| -1% | -$61.7K | 2.58% | 20 |
|
|
2021
Q3 | $4.85M | Sell |
51,138
-400
| -0.8% | -$37.9K | 2.86% | 19 |
|
|
2021
Q2 | $5.11M | Buy |
51,538
+460
| +0.9% | +$45.6K | 2.95% | 17 |
|
|
2021
Q1 | $4.53M | Sell |
51,078
-1,400
| -3% | -$124K | 2.74% | 20 |
|
|
2020
Q4 | $4.35M | Sell |
52,478
-1,045
| -2% | -$86.5K | 2.78% | 21 |
|
|
2020
Q3 | $4.01M | Buy |
53,523
+1,025
| +2% | +$76.9K | 2.75% | 21 |
|
|
2020
Q2 | $3.68M | Sell |
52,498
-1,060
| -2% | -$74.3K | 2.66% | 22 |
|
|
2020
Q1 | $3.91M | Buy |
53,558
+945
| +2% | +$69K | 3.23% | 19 |
|
|
2019
Q4 | $4.48M | Buy |
52,613
+6,425
| +14% | +$547K | 2.85% | 23 |
|
|
2019
Q3 | $3.51M | Buy |
46,188
+230
| +0.5% | +$17.5K | 2.28% | 27 |
|
|
2019
Q2 | $3.61M | Buy |
45,958
+4,300
| +10% | +$338K | 2.35% | 28 |
|
|
2019
Q1 | $3.68M | Sell |
41,658
-125
| -0.3% | -$11K | 2.52% | 28 |
|
|
2018
Q4 | $2.79M | Buy |
41,783
+1,338
| +3% | +$89.3K | 2.12% | 30 |
|
|
2018
Q3 | $3.3M | Sell |
40,445
-600
| -1% | -$48.9K | 2.26% | 29 |
|
|
2018
Q2 | $3.31M | Buy |
41,045
+950
| +2% | +$76.7K | 2.38% | 29 |
|
|
2018
Q1 | $3.99M | Buy |
40,095
+250
| +0.6% | +$24.8K | 2.94% | 20 |
|
|
2017
Q4 | $4.21M | Buy |
39,845
+440
| +1% | +$46.5K | 2.97% | 19 |
|
|
2017
Q3 | $4.37M | Buy |
39,405
+990
| +3% | +$110K | 3.54% | 12 |
|
|
2017
Q2 | $4.51M | Sell |
38,415
-200
| -0.5% | -$23.5K | 3.79% | 5 |
|
|
2017
Q1 | $4.36M | Sell |
38,615
-1,155
| -3% | -$130K | 3.7% | 6 |
|
|
2016
Q4 | $3.64M | Buy |
+39,770
| New | +$3.64M | 3.42% | 20 |
|