Baker Tilly 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 | $688K | Sell |
3,776
-279
| -7% | -$50.8K | 0.25% | 91 |
|
|
2025
Q1 | $644K | Buy |
4,055
+225
| +6% | +$35.7K | 0.25% | 101 |
|
|
2024
Q4 | $461K | Buy |
3,830
+126
| +3% | +$15.2K | 0.18% | 125 |
|
|
2024
Q3 | $450K | Sell |
3,704
-3,957
| -52% | -$480K | 0.2% | 123 |
|
|
2024
Q2 | $776K | Sell |
7,661
-10,603
| -58% | -$1.07M | 0.32% | 76 |
|
|
2024
Q1 | $1.67M | Buy |
18,264
+104
| +0.6% | +$9.53K | 0.3% | 76 |
|
|
2023
Q4 | $1.71M | Sell |
18,160
-589
| -3% | -$55.4K | 0.28% | 79 |
|
|
2023
Q3 | $1.74M | Sell |
18,749
-300
| -2% | -$27.8K | 0.29% | 76 |
|
|
2023
Q2 | $1.86M | Sell |
19,049
-864
| -4% | -$84.3K | 0.2% | 110 |
|
|
2023
Q1 | $1.94M | Buy |
19,913
+2,749
| +16% | +$267K | 0.22% | 103 |
|
|
2022
Q4 | $1.74M | Buy |
17,164
+419
| +3% | +$42.4K | 0.21% | 113 |
|
|
2022
Q3 | $1.39M | Buy |
16,745
+57
| +0.3% | +$4.73K | 0.19% | 114 |
|
|
2022
Q2 | $1.65M | Buy |
16,688
+391
| +2% | +$38.6K | 0.22% | 99 |
|
|
2022
Q1 | $1.53M | Sell |
16,297
-1,766
| -10% | -$166K | 0.17% | 119 |
|
|
2021
Q4 | $1.72M | Sell |
18,063
-673
| -4% | -$63.9K | 0.18% | 112 |
|
|
2021
Q3 | $1.78M | Buy |
18,736
+1,254
| +7% | +$119K | 0.23% | 84 |
|
|
2021
Q2 | $1.73M | Buy |
17,482
+1,950
| +13% | +$193K | 0.28% | 79 |
|
|
2021
Q1 | $1.38M | Buy |
15,532
+5,729
| +58% | +$508K | 0.28% | 88 |
|
|
2020
Q4 | $812K | Buy |
+9,803
| New | +$812K | 0.25% | 100 |
|