Avior Wealth 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 | $1.48M | Buy |
8,126
+5,442
| +203% | +$991K | 0.05% | 218 |
|
|
2025
Q1 | $426K | Sell |
2,684
-7,093
| -73% | -$1.13M | 0.02% | 451 |
|
|
2024
Q4 | $1.18M | Buy |
9,777
+276
| +3% | +$33.2K | 0.04% | 255 |
|
|
2024
Q3 | $1.15M | Buy |
9,501
+36
| +0.4% | +$4.37K | 0.05% | 262 |
|
|
2024
Q2 | $959K | Sell |
9,465
-2,394
| -20% | -$243K | 0.04% | 279 |
|
|
2024
Q1 | $1.09M | Buy |
11,859
+2,543
| +27% | +$233K | 0.05% | 268 |
|
|
2023
Q4 | $876K | Sell |
9,316
-401
| -4% | -$37.7K | 0.05% | 231 |
|
|
2023
Q3 | $900K | Sell |
9,717
-33
| -0.3% | -$3.06K | 0.06% | 211 |
|
|
2023
Q2 | $952K | Buy |
9,750
+915
| +10% | +$89.3K | 0.06% | 207 |
|
|
2023
Q1 | $859K | Buy |
8,835
+2,335
| +36% | +$227K | 0.06% | 222 |
|
|
2022
Q4 | $658K | Sell |
6,500
-22
| -0.3% | -$2.23K | 0.05% | 245 |
|
|
2022
Q3 | $540K | Buy |
6,522
+145
| +2% | +$12K | 0.04% | 255 |
|
|
2022
Q2 | $629K | Sell |
6,377
-830
| -12% | -$81.9K | 0.06% | 222 |
|
|
2022
Q1 | $676K | Sell |
7,207
-560
| -7% | -$52.5K | 0.06% | 230 |
|
|
2021
Q4 | $737K | Hold |
7,767
| – | – | 0.06% | 248 |
|
|
2021
Q3 | $735K | Sell |
7,767
-679
| -8% | -$64.3K | 0.06% | 240 |
|
|
2021
Q2 | $836K | Buy |
8,446
+1,925
| +30% | +$191K | 0.08% | 207 |
|
|
2021
Q1 | $578K | Buy |
6,521
+1,600
| +33% | +$142K | 0.06% | 266 |
|
|
2020
Q4 | $406K | Hold |
4,921
| – | – | 0.05% | 306 |
|
|
2020
Q3 | $368K | Sell |
4,921
-1,000
| -17% | -$74.8K | 0.05% | 298 |
|
|
2020
Q2 | $414K | Sell |
5,921
-1,570
| -21% | -$110K | 0.06% | 270 |
|
|
2020
Q1 | $546K | Sell |
7,491
-1,129
| -13% | -$82.3K | 0.11% | 184 |
|
|
2019
Q4 | $733K | Buy |
8,620
+914
| +12% | +$77.7K | 0.12% | 178 |
|
|
2019
Q3 | $585K | Sell |
7,706
-1,117
| -13% | -$84.8K | 0.1% | 190 |
|
|
2019
Q2 | $693K | Buy |
8,823
+23
| +0.3% | +$1.81K | 0.12% | 164 |
|
|
2019
Q1 | $777K | Hold |
8,800
| – | – | 0.16% | 132 |
|
|
2018
Q4 | $587K | Buy |
8,800
+2,120
| +32% | +$141K | 0.14% | 149 |
|
|
2018
Q3 | $545K | Sell |
6,680
-600
| -8% | -$49K | 0.12% | 173 |
|
|
2018
Q2 | $588K | Buy |
7,280
+1,029
| +16% | +$83.1K | 0.13% | 145 |
|
|
2018
Q1 | $621K | Buy |
6,251
+1,640
| +36% | +$163K | 0.14% | 141 |
|
|
2017
Q4 | $487K | Buy |
4,611
+3,681
| +396% | +$389K | 0.11% | 172 |
|
|
2017
Q3 | $103K | Sell |
930
-300
| -24% | -$33.2K | 0.03% | 173 |
|
|
2017
Q2 | $144K | Buy |
1,230
+150
| +14% | +$17.6K | 0.06% | 131 |
|
|
2017
Q1 | $122K | Buy |
1,080
+650
| +151% | +$73.4K | 0.04% | 171 |
|
|
2016
Q4 | $39K | Hold |
430
| – | – | 0.01% | 229 |
|
|
2016
Q3 | $42K | Sell |
430
-10
| -2% | -$977 | 0.02% | 234 |
|
|
2016
Q2 | $45K | Sell |
440
-198
| -31% | -$20.3K | 0.02% | 218 |
|
|
2016
Q1 | $63K | Buy |
638
+64
| +11% | +$6.32K | 0.03% | 189 |
|
|
2015
Q4 | $50K | Buy |
574
+204
| +55% | +$17.8K | 0.03% | 177 |
|
|
2015
Q3 | $29K | Hold |
370
| – | – | 0.02% | 205 |
|
|
2015
Q2 | $30K | Buy |
370
+291
| +368% | +$23.6K | 0.02% | 173 |
|
|
2015
Q1 | $6K | Buy |
79
+1
| +1% | +$76 | ﹤0.01% | 279 |
|
|
2014
Q4 | $6K | Buy |
78
+1
| +1% | +$77 | ﹤0.01% | 256 |
|
|
2014
Q3 | $6K | Sell |
77
-115
| -60% | -$8.96K | 0.01% | 257 |
|
|
2014
Q2 | $16K | Buy |
192
+2
| +1% | +$167 | 0.01% | 210 |
|
|
2014
Q1 | $16K | Buy |
+190
| New | +$16K | 0.01% | 205 |
|