Bartlett & Co 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 | $5.94M | Sell |
32,407
-582
| -2% | -$107K | 0.08% | 127 |
|
|
2025
Q1 | $5.28M | Buy |
32,989
+171
| +0.5% | +$27.4K | 0.08% | 132 |
|
|
2024
Q4 | $3.99M | Sell |
32,818
-3,673
| -10% | -$447K | 0.06% | 150 |
|
|
2024
Q3 | $4.48M | Buy |
36,491
+54
| +0.1% | +$6.63K | 0.06% | 142 |
|
|
2024
Q2 | $3.74M | Buy |
36,437
+4,101
| +13% | +$421K | 0.06% | 153 |
|
|
2024
Q1 | $3M | Sell |
32,336
-2,824
| -8% | -$262K | 0.05% | 164 |
|
|
2023
Q4 | $3.35M | Sell |
35,160
-912
| -3% | -$87K | 0.05% | 158 |
|
|
2023
Q3 | $3.38M | Sell |
36,072
-218
| -0.6% | -$20.4K | 0.06% | 155 |
|
|
2023
Q2 | $3.59M | Buy |
36,290
+16,096
| +80% | +$1.59M | 0.06% | 153 |
|
|
2023
Q1 | $1.99M | Sell |
20,194
-90
| -0.4% | -$8.86K | 0.04% | 181 |
|
|
2022
Q4 | $2.08M | Buy |
20,284
+1,052
| +5% | +$108K | 0.04% | 180 |
|
|
2022
Q3 | $1.62M | Sell |
19,232
-383
| -2% | -$32.3K | 0.03% | 184 |
|
|
2022
Q2 | $1.96M | Sell |
19,615
-296
| -1% | -$29.6K | 0.04% | 171 |
|
|
2022
Q1 | $1.9M | Sell |
19,911
-98
| -0.5% | -$9.33K | 0.03% | 181 |
|
|
2021
Q4 | $1.93M | Buy |
20,009
+1,931
| +11% | +$186K | 0.03% | 183 |
|
|
2021
Q3 | $1.74M | Sell |
18,078
-1,418
| -7% | -$136K | 0.03% | 179 |
|
|
2021
Q2 | $1.96M | Sell |
19,496
-236
| -1% | -$23.7K | 0.04% | 173 |
|
|
2021
Q1 | $1.77M | Sell |
19,732
-1,515
| -7% | -$136K | 0.04% | 177 |
|
|
2020
Q4 | $1.78M | Sell |
21,247
-189
| -0.9% | -$15.9K | 0.04% | 174 |
|
|
2020
Q3 | $1.63M | Sell |
21,436
-729
| -3% | -$55.5K | 0.04% | 169 |
|
|
2020
Q2 | $1.58M | Sell |
22,165
-14,676
| -40% | -$1.05M | 0.04% | 167 |
|
|
2020
Q1 | $2.73M | Sell |
36,841
-3,283
| -8% | -$243K | 0.08% | 138 |
|
|
2019
Q4 | $3.46M | Sell |
40,124
-1,428
| -3% | -$123K | 0.08% | 136 |
|
|
2019
Q3 | $3.2M | Buy |
41,552
+10,905
| +36% | +$841K | 0.08% | 138 |
|
|
2019
Q2 | $2.44M | Buy |
30,647
+1,178
| +4% | +$93.9K | 0.09% | 118 |
|
|
2019
Q1 | $2.64M | Buy |
29,469
+25
| +0.1% | +$2.24K | 0.1% | 115 |
|
|
2018
Q4 | $2M | Sell |
29,444
-200
| -0.7% | -$13.6K | 0.09% | 128 |
|
|
2018
Q3 | $2.45M | Buy |
29,644
+87
| +0.3% | +$7.19K | 0.09% | 113 |
|
|
2018
Q2 | $2.42M | Buy |
29,557
+237
| +0.8% | +$19.4K | 0.1% | 112 |
|
|
2018
Q1 | $2.95M | Buy |
+29,320
| New | +$2.95M | 0.12% | 99 |
|