Beacon Financial Group’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 | $2.59M | Sell |
14,235
-128
| -0.9% | -$23.3K | 0.27% | 94 |
|
|
2025
Q1 | $2.28M | Sell |
14,363
-569
| -4% | -$90.3K | 0.25% | 99 |
|
|
2024
Q4 | $1.8M | Sell |
14,932
-225
| -1% | -$27.1K | 0.19% | 118 |
|
|
2024
Q3 | $1.84M | Sell |
15,157
-348
| -2% | -$42.2K | 0.2% | 115 |
|
|
2024
Q2 | $1.57M | Buy |
15,505
+47
| +0.3% | +$4.76K | 0.18% | 126 |
|
|
2024
Q1 | $1.42M | Sell |
15,458
-451
| -3% | -$41.3K | 0.16% | 135 |
|
|
2023
Q4 | $1.5M | Sell |
15,909
-71
| -0.4% | -$6.68K | 0.18% | 128 |
|
|
2023
Q3 | $1.54M | Sell |
15,980
-498
| -3% | -$47.8K | 0.22% | 107 |
|
|
2023
Q2 | $1.61M | Sell |
16,478
-528
| -3% | -$51.6K | 0.22% | 103 |
|
|
2023
Q1 | $1.68M | Sell |
17,006
-1,540
| -8% | -$152K | 0.23% | 100 |
|
|
2022
Q4 | $1.88M | Buy |
18,546
+670
| +4% | +$67.8K | 0.26% | 99 |
|
|
2022
Q3 | $1.54M | Sell |
17,876
-1,198
| -6% | -$103K | 0.24% | 97 |
|
|
2022
Q2 | $1.94M | Buy |
19,074
+710
| +4% | +$72.1K | 0.29% | 91 |
|
|
2022
Q1 | $1.73M | Buy |
18,364
+201
| +1% | +$19K | 0.23% | 106 |
|
|
2021
Q4 | $1.74M | Buy |
18,163
+147
| +0.8% | +$14.1K | 0.23% | 100 |
|
|
2021
Q3 | $1.79M | Buy |
18,016
+499
| +3% | +$49.6K | 0.24% | 92 |
|
|
2021
Q2 | $1.66M | Buy |
17,517
+9,344
| +114% | +$887K | 0.24% | 100 |
|
|
2021
Q1 | $665K | Hold |
8,173
| – | – | 0.1% | 147 |
|
|
2020
Q4 | $665K | Buy |
8,173
+3,461
| +73% | +$282K | 0.1% | 149 |
|
|
2020
Q3 | $353K | Buy |
4,712
+13
| +0.3% | +$974 | 0.06% | 170 |
|
|
2020
Q2 | $331K | Buy |
4,699
+12
| +0.3% | +$845 | 0.06% | 169 |
|
|
2020
Q1 | $340K | Buy |
4,687
+63
| +1% | +$4.57K | 0.07% | 146 |
|
|
2019
Q4 | $393K | Buy |
4,624
+20
| +0.4% | +$1.7K | 0.05% | 166 |
|
|
2019
Q3 | $346K | Sell |
4,604
-148
| -3% | -$11.1K | 0.06% | 162 |
|
|
2019
Q2 | $373K | Buy |
4,752
+230
| +5% | +$18.1K | 0.06% | 160 |
|
|
2019
Q1 | $400 | Sell |
4,522
-67
| -1% | -$6 | 0.07% | 142 |
|
|
2018
Q4 | $309K | Buy |
4,589
+17
| +0.4% | +$1.15K | 0.06% | 157 |
|
|
2018
Q3 | $373K | Buy |
4,572
+17
| +0.4% | +$1.39K | 0.06% | 153 |
|
|
2018
Q2 | $368K | Sell |
4,555
-1,098
| -19% | -$88.7K | 0.06% | 155 |
|
|
2018
Q1 | $562K | Sell |
5,653
-207
| -4% | -$20.6K | 0.1% | 135 |
|
|
2017
Q4 | $619K | Sell |
5,860
-1,207
| -17% | -$127K | 0.11% | 126 |
|
|
2017
Q3 | $785K | Sell |
7,067
-56,020
| -89% | -$6.22M | 0.14% | 108 |
|
|
2017
Q2 | $7.39M | Sell |
63,087
-69,400
| -52% | -$8.13M | 1.4% | 29 |
|
|
2017
Q1 | $15M | Sell |
132,487
-11,204
| -8% | -$1.27M | 2.87% | 3 |
|
|
2016
Q4 | $13.1M | Sell |
143,691
-660
| -0.5% | -$60.4K | 2.67% | 3 |
|
|
2016
Q3 | $14.1M | Sell |
144,351
-11,981
| -8% | -$1.17M | 2.97% | 3 |
|
|
2016
Q2 | $15.4M | Sell |
156,332
-19,949
| -11% | -$1.97M | 3.37% | 2 |
|
|
2016
Q1 | $17.4M | Sell |
176,281
-7,409
| -4% | -$731K | 3.76% | 3 |
|
|
2015
Q4 | $16.3M | Buy |
183,690
+1,336
| +0.7% | +$119K | 3.76% | 4 |
|
|
2015
Q3 | $14.3M | Sell |
182,354
-6,122
| -3% | -$481K | 3.51% | 4 |
|
|
2015
Q2 | $15.1M | Buy |
188,476
+3,902
| +2% | +$313K | 3.28% | 5 |
|
|
2015
Q1 | $14.2M | Buy |
184,574
+4,131
| +2% | +$318K | 3.15% | 5 |
|
|
2014
Q4 | $14.9M | Buy |
180,443
+24,207
| +15% | +$2M | 3.09% | 3 |
|
|
2014
Q3 | $12.9M | Sell |
156,236
-732
| -0.5% | -$60.5K | 2.8% | 6 |
|
|
2014
Q2 | $13.3M | Buy |
156,968
+10,602
| +7% | +$900K | 2.94% | 6 |
|
|
2014
Q1 | $11.9M | Buy |
146,366
+25,238
| +21% | +$2.04M | 2.44% | 8 |
|
|
2013
Q4 | $10.5M | Buy |
121,128
+85,394
| +239% | +$7.4M | 2.02% | 9 |
|
|
2013
Q3 | $3.12M | Buy |
+35,734
| New | +$3.12M | 0.67% | 43 |
|