Badgley Phelps Wealth Managers’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 | $1.68M | Sell |
9,146
-9
| -0.1% | -$1.65K | 0.04% | 159 |
|
|
2025
Q1 | $1.47M | Sell |
9,155
-113
| -1% | -$18.1K | 0.04% | 161 |
|
|
2024
Q4 | $1.13M | Sell |
9,268
-855
| -8% | -$104K | 0.03% | 171 |
|
|
2024
Q3 | $1.24M | Sell |
10,123
-809
| -7% | -$99.3K | 0.03% | 161 |
|
|
2024
Q2 | $1.12M | Buy |
10,932
+240
| +2% | +$24.6K | 0.03% | 159 |
|
|
2024
Q1 | $994K | Sell |
10,692
-250
| -2% | -$23.2K | 0.02% | 167 |
|
|
2023
Q4 | $1.04M | Sell |
10,942
-160
| -1% | -$15.3K | 0.03% | 159 |
|
|
2023
Q3 | $1.03M | Sell |
11,102
-17
| -0.2% | -$1.57K | 0.04% | 146 |
|
|
2023
Q2 | $1.09M | Sell |
11,119
-246
| -2% | -$24K | 0.04% | 145 |
|
|
2023
Q1 | $1.11M | Sell |
11,365
-390
| -3% | -$37.9K | 0.04% | 128 |
|
|
2022
Q4 | $1.19M | Sell |
11,755
-507
| -4% | -$51.3K | 0.05% | 127 |
|
|
2022
Q3 | $1.02M | Buy |
12,262
+319
| +3% | +$26.5K | 0.04% | 121 |
|
|
2022
Q2 | $1.18M | Sell |
11,943
-639
| -5% | -$63.1K | 0.05% | 122 |
|
|
2022
Q1 | $1.18M | Buy |
12,582
+639
| +5% | +$60K | 0.04% | 126 |
|
|
2021
Q4 | $1.14M | Sell |
11,943
-4,969
| -29% | -$472K | 0.04% | 130 |
|
|
2021
Q3 | $1.6M | Buy |
+16,912
| New | +$1.6M | 0.06% | 123 |
|