Aviance Capital 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 | $1.08M | Buy |
5,939
+719
| +14% | +$131K | 0.14% | 145 |
|
|
2025
Q1 | $829K | Sell |
5,220
-561
| -10% | -$89.1K | 0.12% | 166 |
|
|
2024
Q4 | $696K | Buy |
5,781
+135
| +2% | +$16.2K | 0.1% | 175 |
|
|
2024
Q3 | $685K | Buy |
5,646
+6
| +0.1% | +$728 | 0.09% | 198 |
|
|
2024
Q2 | $572K | Buy |
5,640
+787
| +16% | +$79.8K | 0.08% | 197 |
|
|
2024
Q1 | $445K | Sell |
4,853
-477
| -9% | -$43.7K | 0.07% | 219 |
|
|
2023
Q4 | $501K | Sell |
5,330
-1,741
| -25% | -$164K | 0.11% | 169 |
|
|
2023
Q3 | $655K | Buy |
7,071
+86
| +1% | +$7.96K | 0.15% | 153 |
|
|
2023
Q2 | $682K | Buy |
6,985
+1
| +0% | +$98 | 0.14% | 159 |
|
|
2023
Q1 | $679K | Buy |
6,984
+850
| +14% | +$82.7K | 0.15% | 153 |
|
|
2022
Q4 | $621K | Sell |
6,134
-124
| -2% | -$12.6K | 0.14% | 165 |
|
|
2022
Q3 | $519K | Sell |
6,258
-398
| -6% | -$33K | 0.13% | 165 |
|
|
2022
Q2 | $657K | Sell |
6,656
-209
| -3% | -$20.6K | 0.15% | 161 |
|
|
2022
Q1 | $645K | Sell |
6,865
-610
| -8% | -$57.3K | 0.12% | 167 |
|
|
2021
Q4 | $710K | Buy |
7,475
+3
| +0% | +$285 | 0.12% | 164 |
|
|
2021
Q3 | $708K | Buy |
7,472
+1,863
| +33% | +$177K | 0.13% | 167 |
|
|
2021
Q2 | $556K | Sell |
5,609
-128
| -2% | -$12.7K | 0.1% | 184 |
|
|
2021
Q1 | $509K | Buy |
+5,737
| New | +$509K | 0.1% | 197 |
|
|
2018
Q3 | – | Sell |
-2,697
| Closed | -$217K | – | 222 |
|
|
2018
Q2 | $217K | Sell |
2,697
-63
| -2% | -$5.07K | 0.06% | 211 |
|
|
2018
Q1 | $274K | Sell |
2,760
-1,785
| -39% | -$177K | 0.08% | 198 |
|
|
2017
Q4 | $480K | Sell |
4,545
-362
| -7% | -$38.2K | 0.16% | 156 |
|
|
2017
Q3 | $545K | Buy |
4,907
+3
| +0.1% | +$333 | 0.18% | 139 |
|
|
2017
Q2 | $576K | Buy |
4,904
+148
| +3% | +$17.4K | 0.19% | 134 |
|
|
2017
Q1 | $537K | Sell |
4,756
-735
| -13% | -$83K | 0.2% | 134 |
|
|
2016
Q4 | $502K | Sell |
5,491
-128
| -2% | -$11.7K | 0.18% | 134 |
|
|
2016
Q3 | $550K | Sell |
5,619
-19
| -0.3% | -$1.86K | 0.19% | 124 |
|
|
2016
Q2 | $574K | Sell |
5,638
-497
| -8% | -$50.6K | 0.21% | 115 |
|
|
2016
Q1 | $602K | Buy |
6,135
+4
| +0.1% | +$393 | 0.21% | 118 |
|
|
2015
Q4 | $539K | Buy |
6,131
+3
| +0% | +$264 | 0.19% | 129 |
|
|
2015
Q3 | $486K | Buy |
6,128
+13
| +0.2% | +$1.03K | 0.2% | 128 |
|
|
2015
Q2 | $491K | Buy |
6,115
+65
| +1% | +$5.22K | 0.18% | 139 |
|
|
2015
Q1 | $456K | Sell |
6,050
-340
| -5% | -$25.6K | 0.17% | 155 |
|
|
2014
Q4 | $521K | Sell |
6,390
-2,300
| -26% | -$188K | 0.19% | 142 |
|
|
2014
Q3 | $725K | Buy |
8,690
+797
| +10% | +$66.5K | 0.27% | 121 |
|
|
2014
Q2 | $665K | Buy |
7,893
+1,132
| +17% | +$95.4K | 0.26% | 127 |
|
|
2014
Q1 | $554K | Sell |
6,761
-80
| -1% | -$6.55K | 0.23% | 126 |
|
|
2013
Q4 | $596K | Sell |
6,841
-5,713
| -46% | -$498K | 0.25% | 120 |
|
|
2013
Q3 | $1.09M | Sell |
12,554
-1,148
| -8% | -$99.4K | 0.51% | 51 |
|
|
2013
Q2 | $1.19M | Buy |
+13,702
| New | +$1.19M | 0.64% | 46 |
|