B. Riley Wealth Advisors’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 | $1.91M | Buy |
+10,479
| New | +$1.91M | 0.09% | 212 |
|
|
2024
Q4 | $2.41M | Sell |
19,825
-3,783
| -16% | -$460K | 0.08% | 247 |
|
|
2024
Q3 | $2.89M | Sell |
23,608
-7,345
| -24% | -$898K | 0.08% | 238 |
|
|
2024
Q2 | $3.18M | Sell |
30,953
-9,031
| -23% | -$927K | 0.08% | 231 |
|
|
2024
Q1 | $3.75M | Buy |
39,984
+7,981
| +25% | +$749K | 0.1% | 201 |
|
|
2023
Q4 | $3.05M | Sell |
32,003
-7,981
| -20% | -$761K | 0.08% | 253 |
|
|
2023
Q3 | $3.75M | Sell |
39,984
-1,132
| -3% | -$106K | 0.1% | 201 |
|
|
2023
Q2 | $4.06M | Sell |
41,116
-3,177
| -7% | -$314K | 0.09% | 225 |
|
|
2023
Q1 | $4.35M | Sell |
44,293
-8,487
| -16% | -$834K | 0.12% | 194 |
|
|
2022
Q4 | $5.4M | Buy |
52,780
+4,931
| +10% | +$504K | 0.15% | 155 |
|
|
2022
Q3 | $3.97M | Buy |
47,849
+6,927
| +17% | +$575K | 0.12% | 182 |
|
|
2022
Q2 | $4.04M | Sell |
40,922
-2,853
| -7% | -$282K | 0.17% | 130 |
|
|
2022
Q1 | $4.11M | Sell |
43,775
-9,173
| -17% | -$862K | 0.13% | 163 |
|
|
2021
Q4 | $5.03M | Buy |
52,948
+1,559
| +3% | +$148K | 0.14% | 149 |
|
|
2021
Q3 | $4.9M | Buy |
51,389
+574
| +1% | +$54.8K | 0.16% | 141 |
|
|
2021
Q2 | $4.96M | Buy |
50,815
+2,800
| +6% | +$273K | 0.16% | 148 |
|
|
2021
Q1 | $4.23M | Buy |
48,015
+12,203
| +34% | +$1.07M | 0.15% | 159 |
|
|
2020
Q4 | $2.97M | Sell |
35,812
-8,028
| -18% | -$665K | 0.16% | 146 |
|
|
2020
Q3 | $3.25M | Buy |
43,840
+2,471
| +6% | +$183K | 0.17% | 137 |
|
|
2020
Q2 | $2.9M | Sell |
41,369
-3,430
| -8% | -$240K | 0.19% | 125 |
|
|
2020
Q1 | $3.27M | Buy |
44,799
+6,952
| +18% | +$508K | 0.28% | 85 |
|
|
2019
Q4 | $3.22M | Buy |
37,847
+5,635
| +17% | +$479K | 0.27% | 84 |
|
|
2019
Q3 | $2.45M | Buy |
32,212
+6,713
| +26% | +$510K | 0.24% | 90 |
|
|
2019
Q2 | $2.01M | Buy |
25,499
+3,243
| +15% | +$255K | 0.22% | 92 |
|
|
2019
Q1 | $1.96M | Buy |
22,256
+5,844
| +36% | +$515K | 0.24% | 94 |
|
|
2018
Q4 | $1.1M | Sell |
16,412
-70
| -0.4% | -$4.68K | 0.16% | 142 |
|
|
2018
Q3 | $1.35M | Sell |
16,482
-1,926
| -10% | -$157K | 0.16% | 144 |
|
|
2018
Q2 | $1.49M | Buy |
18,408
+1,790
| +11% | +$145K | 0.2% | 120 |
|
|
2018
Q1 | $1.66M | Buy |
16,618
+659
| +4% | +$65.6K | 0.23% | 109 |
|
|
2017
Q4 | $1.69M | Buy |
15,959
+2,018
| +14% | +$213K | 0.23% | 118 |
|
|
2017
Q3 | $1.55M | Buy |
13,941
+10
| +0.1% | +$1.11K | 0.26% | 103 |
|
|
2017
Q2 | $1.64M | Buy |
13,931
+205
| +1% | +$24.1K | 0.3% | 97 |
|
|
2017
Q1 | $1.55M | Sell |
13,726
-1,114
| -8% | -$126K | 0.31% | 88 |
|
|
2016
Q4 | $1.36M | Sell |
14,840
-4,349
| -23% | -$399K | 0.28% | 96 |
|
|
2016
Q3 | $1.87M | Sell |
19,189
-3,084
| -14% | -$300K | 0.37% | 60 |
|
|
2016
Q2 | $1.92M | Buy |
22,273
+792
| +4% | +$68.1K | 0.38% | 57 |
|
|
2016
Q1 | $1.76M | Sell |
21,481
-522
| -2% | -$42.7K | 0.41% | 59 |
|
|
2015
Q4 | $1.94M | Sell |
22,003
-1,681
| -7% | -$148K | 0.39% | 62 |
|
|
2015
Q3 | $1.88M | Buy |
23,684
+4,006
| +20% | +$318K | 0.45% | 44 |
|
|
2015
Q2 | $1.58M | Sell |
19,678
-3,910
| -17% | -$314K | 0.39% | 55 |
|
|
2015
Q1 | $1.78M | Sell |
23,588
-9,986
| -30% | -$752K | 0.43% | 49 |
|
|
2014
Q4 | $13.7K | Buy |
33,574
+13,846
| +70% | +$5.66K | 0.29% | 61 |
|
|
2014
Q3 | $1.65M | Sell |
19,728
-9,458
| -32% | -$789K | 0.43% | 44 |
|
|
2014
Q2 | $1.22M | Buy |
29,186
+14,091
| +93% | +$589K | 0.29% | 65 |
|
|
2014
Q1 | $1.24M | Sell |
15,095
-1,029
| -6% | -$84.3K | 0.37% | 56 |
|
|
2013
Q4 | $1.41M | Sell |
16,124
-523
| -3% | -$45.6K | 0.45% | 43 |
|
|
2013
Q3 | $1.44M | Sell |
16,647
-1,898
| -10% | -$164K | 0.49% | 37 |
|
|
2013
Q2 | $1.61M | Buy |
+18,545
| New | +$1.61M | 0.55% | 29 |
|