Beacon Pointe Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Sell |
115,177
-9,032
| -7% | -$1.64M | 0.22% | 107 |
|
|
2025
Q1 | $19.7M | Buy |
124,209
+3,930
| +3% | +$624K | 0.22% | 110 |
|
|
2024
Q4 | $14.5M | Sell |
120,279
-9,468
| -7% | -$1.14M | 0.16% | 133 |
|
|
2024
Q3 | $15.8M | Buy |
129,747
+1,381
| +1% | +$168K | 0.18% | 126 |
|
|
2024
Q2 | $13M | Sell |
128,366
-1,455
| -1% | -$147K | 0.15% | 141 |
|
|
2024
Q1 | $11.9M | Sell |
129,821
-15,835
| -11% | -$1.45M | 0.13% | 158 |
|
|
2023
Q4 | $13.7M | Sell |
145,656
-3,599
| -2% | -$339K | 0.16% | 137 |
|
|
2023
Q3 | $13.8M | Buy |
149,255
+61,919
| +71% | +$5.73M | 0.17% | 129 |
|
|
2023
Q2 | $8.53M | Sell |
87,336
-10,130
| -10% | -$989K | 0.14% | 144 |
|
|
2023
Q1 | $9.48M | Buy |
97,466
+21,805
| +29% | +$2.12M | 0.16% | 132 |
|
|
2022
Q4 | $7.66M | Buy |
75,661
+6,427
| +9% | +$650K | 0.15% | 139 |
|
|
2022
Q3 | $5.74M | Sell |
69,234
-3,162
| -4% | -$262K | 0.13% | 157 |
|
|
2022
Q2 | $7.14M | Sell |
72,396
-22,578
| -24% | -$2.23M | 0.15% | 142 |
|
|
2022
Q1 | $8.92M | Buy |
94,974
+36,734
| +63% | +$3.45M | 0.12% | 170 |
|
|
2021
Q4 | $5.53M | Buy |
58,240
+7,472
| +15% | +$710K | 0.14% | 132 |
|
|
2021
Q3 | $4.81M | Sell |
50,768
-790
| -2% | -$74.9K | 0.12% | 176 |
|
|
2021
Q2 | $5.11M | Buy |
51,558
+44,734
| +656% | +$4.43M | 0.18% | 115 |
|
|
2021
Q1 | $608K | Buy |
6,824
+1,438
| +27% | +$128K | 0.04% | 267 |
|
|
2020
Q4 | $449K | Buy |
5,386
+2,633
| +96% | +$219K | 0.03% | 294 |
|
|
2020
Q3 | $207K | Sell |
2,753
-442
| -14% | -$33.2K | 0.02% | 369 |
|
|
2020
Q2 | $224K | Buy |
3,195
+413
| +15% | +$29K | 0.02% | 351 |
|
|
2020
Q1 | $205K | Buy |
+2,782
| New | +$205K | 0.03% | 278 |
|