Avantax Planning 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 | $1.96M | Sell |
10,771
-623
| -5% | -$113K | 0.06% | 135 |
|
|
2025
Q1 | $1.81M | Sell |
11,394
-384
| -3% | -$61K | 0.06% | 136 |
|
|
2024
Q4 | $1.42M | Buy |
11,778
+885
| +8% | +$107K | 0.05% | 148 |
|
|
2024
Q3 | $1.32M | Sell |
10,893
-16
| -0.1% | -$1.94K | 0.05% | 157 |
|
|
2024
Q2 | $1.11M | Sell |
10,909
-359
| -3% | -$36.4K | 0.04% | 197 |
|
|
2024
Q1 | $1.03M | Buy |
11,268
+2,556
| +29% | +$234K | 0.03% | 209 |
|
|
2023
Q4 | $820K | Sell |
8,712
-241
| -3% | -$22.7K | 0.03% | 186 |
|
|
2023
Q3 | $829K | Buy |
8,953
+4
| +0% | +$370 | 0.03% | 177 |
|
|
2023
Q2 | $874K | Buy |
8,949
+74
| +0.8% | +$7.22K | 0.03% | 174 |
|
|
2023
Q1 | $863K | Buy |
8,875
+29
| +0.3% | +$2.82K | 0.04% | 184 |
|
|
2022
Q4 | $895K | Sell |
8,846
-142
| -2% | -$14.4K | 0.04% | 178 |
|
|
2022
Q3 | $746K | Sell |
8,988
-19
| -0.2% | -$1.58K | 0.03% | 186 |
|
|
2022
Q2 | $889K | Sell |
9,007
-1,076
| -11% | -$106K | 0.04% | 169 |
|
|
2022
Q1 | $947K | Sell |
10,083
-296
| -3% | -$27.8K | 0.04% | 162 |
|
|
2021
Q4 | $986K | Buy |
10,379
+172
| +2% | +$16.3K | 0.04% | 160 |
|
|
2021
Q3 | $968K | Sell |
10,207
-450
| -4% | -$42.7K | 0.04% | 142 |
|
|
2021
Q2 | $1.06M | Buy |
10,657
+511
| +5% | +$50.6K | 0.05% | 133 |
|
|
2021
Q1 | $900K | Buy |
10,146
+85
| +0.8% | +$7.54K | 0.05% | 140 |
|
|
2020
Q4 | $833K | Sell |
10,061
-1,084
| -10% | -$89.8K | 0.04% | 140 |
|
|
2020
Q3 | $836K | Sell |
11,145
-300
| -3% | -$22.5K | 0.04% | 134 |
|
|
2020
Q2 | $802K | Buy |
11,445
+2,646
| +30% | +$185K | 0.05% | 137 |
|
|
2020
Q1 | $642K | Sell |
8,799
-16,690
| -65% | -$1.22M | 0.04% | 133 |
|
|
2019
Q4 | $2.17M | Sell |
25,489
-1,249
| -5% | -$106K | 0.13% | 65 |
|
|
2019
Q3 | $2.03M | Buy |
26,738
+3,102
| +13% | +$236K | 0.12% | 67 |
|
|
2019
Q2 | $1.88M | Buy |
23,636
+2,119
| +10% | +$169K | 0.12% | 71 |
|
|
2019
Q1 | $1.9M | Buy |
21,517
+4,511
| +27% | +$399K | 0.13% | 66 |
|
|
2018
Q4 | $1.14M | Sell |
17,006
-1,453
| -8% | -$97K | 0.09% | 87 |
|
|
2018
Q3 | $1.51M | Buy |
18,459
+225
| +1% | +$18.3K | 0.12% | 65 |
|
|
2018
Q2 | $1.47M | Buy |
18,234
+2,435
| +15% | +$197K | 0.13% | 60 |
|
|
2018
Q1 | $1.57M | Buy |
15,799
+777
| +5% | +$77.2K | 0.13% | 64 |
|
|
2017
Q4 | $1.59M | Sell |
15,022
-6,299
| -30% | -$665K | 0.15% | 59 |
|
|
2017
Q3 | $2.37M | Buy |
21,321
+1,053
| +5% | +$117K | 0.19% | 56 |
|
|
2017
Q2 | $2.38M | Buy |
20,268
+1,203
| +6% | +$141K | 0.2% | 53 |
|
|
2017
Q1 | $2.15M | Buy |
19,065
+674
| +4% | +$76.1K | 0.19% | 50 |
|
|
2016
Q4 | $1.68M | Buy |
+18,391
| New | +$1.68M | 0.18% | 53 |
|