Beacon Investment Advisory Services’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 | $1.03M | Sell |
5,670
-466
| -8% | -$84.9K | 0.05% | 130 |
|
|
2025
Q1 | $974K | Buy |
6,136
+112
| +2% | +$17.8K | 0.05% | 131 |
|
|
2024
Q4 | $725K | Sell |
6,024
-2,280
| -27% | -$274K | 0.03% | 148 |
|
|
2024
Q3 | $1.01M | Sell |
8,304
-848
| -9% | -$103K | 0.04% | 140 |
|
|
2024
Q2 | $927K | Sell |
9,152
-1,335
| -13% | -$135K | 0.04% | 139 |
|
|
2024
Q1 | $961K | Sell |
10,487
-1,167
| -10% | -$107K | 0.04% | 142 |
|
|
2023
Q4 | $1.1M | Sell |
11,654
-398
| -3% | -$37.4K | 0.05% | 136 |
|
|
2023
Q3 | $1.12M | Sell |
12,052
-111
| -0.9% | -$10.3K | 0.05% | 143 |
|
|
2023
Q2 | $1.19M | Buy |
12,163
+1,536
| +14% | +$150K | 0.05% | 149 |
|
|
2023
Q1 | $1.03M | Buy |
10,627
+595
| +6% | +$57.9K | 0.05% | 146 |
|
|
2022
Q4 | $1.02M | Buy |
10,032
+374
| +4% | +$37.9K | 0.05% | 148 |
|
|
2022
Q3 | $802K | Buy |
9,658
+162
| +2% | +$13.5K | 0.04% | 155 |
|
|
2022
Q2 | $938K | Buy |
9,496
+626
| +7% | +$61.8K | 0.05% | 153 |
|
|
2022
Q1 | $833K | Buy |
8,870
+836
| +10% | +$78.5K | 0.04% | 175 |
|
|
2021
Q4 | $763K | Buy |
8,034
+236
| +3% | +$22.4K | 0.03% | 185 |
|
|
2021
Q3 | $739K | Buy |
7,798
+18
| +0.2% | +$1.71K | 0.03% | 184 |
|
|
2021
Q2 | $771K | Sell |
7,780
-1,201
| -13% | -$119K | 0.03% | 181 |
|
|
2021
Q1 | $797K | Sell |
8,981
-272
| -3% | -$24.1K | 0.03% | 170 |
|
|
2020
Q4 | $766K | Buy |
9,253
+666
| +8% | +$55.1K | 0.04% | 160 |
|
|
2020
Q3 | $644K | Sell |
8,587
-633
| -7% | -$47.5K | 0.03% | 161 |
|
|
2020
Q2 | $646K | Sell |
9,220
-260
| -3% | -$18.2K | 0.04% | 156 |
|
|
2020
Q1 | $692K | Sell |
9,480
-153
| -2% | -$11.2K | 0.05% | 147 |
|
|
2019
Q4 | $820K | Buy |
9,633
+520
| +6% | +$44.3K | 0.04% | 153 |
|
|
2019
Q3 | $692K | Buy |
9,113
+302
| +3% | +$22.9K | 0.07% | 135 |
|
|
2019
Q2 | $692K | Sell |
8,811
-348
| -4% | -$27.3K | 0.07% | 123 |
|
|
2019
Q1 | $810K | Sell |
9,159
-310
| -3% | -$27.4K | 0.09% | 122 |
|
|
2018
Q4 | $632K | Sell |
9,469
-15
| -0.2% | -$1K | 0.07% | 140 |
|
|
2018
Q3 | $773K | Buy |
9,484
+533
| +6% | +$43.4K | 0.08% | 129 |
|
|
2018
Q2 | $723K | Sell |
8,951
-964
| -10% | -$77.9K | 0.07% | 133 |
|
|
2018
Q1 | $986K | Buy |
9,915
+123
| +1% | +$12.2K | 0.1% | 114 |
|
|
2017
Q4 | $1.04M | Sell |
9,792
-4,560
| -32% | -$482K | 0.11% | 114 |
|
|
2017
Q3 | $1.59M | Buy |
14,352
+10,917
| +318% | +$1.21M | 0.14% | 110 |
|
|
2017
Q2 | $403K | Sell |
3,435
-1,155
| -25% | -$136K | 0.07% | 59 |
|
|
2017
Q1 | $518K | Buy |
4,590
+18
| +0.4% | +$2.03K | 0.1% | 33 |
|
|
2016
Q4 | $418K | Sell |
4,572
-60
| -1% | -$5.49K | 0.08% | 38 |
|
|
2016
Q3 | $450K | Buy |
4,632
+97
| +2% | +$9.42K | 0.1% | 35 |
|
|
2016
Q2 | $461K | Hold |
4,535
| – | – | 0.1% | 32 |
|
|
2016
Q1 | $445K | Sell |
4,535
-15
| -0.3% | -$1.47K | 0.1% | 31 |
|
|
2015
Q4 | $400K | Hold |
4,550
| – | – | 0.08% | 37 |
|
|
2015
Q3 | $361K | Sell |
4,550
-185
| -4% | -$14.7K | 0.07% | 35 |
|
|
2015
Q2 | $380K | Buy |
+4,735
| New | +$380K | 0.06% | 39 |
|