Becker Capital 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 | $479K | Hold |
2,609
| – | – | 0.01% | 221 |
|
2025
Q1 | $418K | Sell |
2,609
-48
| -2% | -$7.68K | 0.01% | 222 |
|
2024
Q4 | $323K | Hold |
2,657
| – | – | 0.01% | 232 |
|
2024
Q3 | $326K | Buy |
2,657
+69
| +3% | +$8.47K | 0.01% | 234 |
|
2024
Q2 | $266K | Sell |
2,588
-100
| -4% | -$10.3K | 0.01% | 239 |
|
2024
Q1 | $250K | Sell |
2,688
-1,590
| -37% | -$148K | 0.01% | 246 |
|
2023
Q4 | $408K | Sell |
4,278
-177
| -4% | -$16.9K | 0.01% | 207 |
|
2023
Q3 | $418K | Buy |
4,455
+37
| +0.8% | +$3.47K | 0.02% | 204 |
|
2023
Q2 | $437K | Sell |
4,418
-25
| -0.6% | -$2.47K | 0.02% | 215 |
|
2023
Q1 | $438K | Buy |
4,443
+1,060
| +31% | +$104K | 0.02% | 203 |
|
2022
Q4 | $342K | Hold |
3,383
| – | – | 0.02% | 157 |
|
2022
Q3 | $281K | Buy |
3,383
+11
| +0.3% | +$914 | 0.01% | 170 |
|
2022
Q2 | $333K | Sell |
3,372
-100
| -3% | -$9.88K | 0.02% | 166 |
|
2022
Q1 | $326K | Sell |
3,472
-61
| -2% | -$5.73K | 0.01% | 171 |
|
2021
Q4 | $336K | Buy |
3,533
+96
| +3% | +$9.13K | 0.01% | 170 |
|
2021
Q3 | $326K | Sell |
3,437
-96
| -3% | -$9.11K | 0.01% | 171 |
|
2021
Q2 | $350K | Buy |
3,533
+100
| +3% | +$9.91K | 0.01% | 169 |
|
2021
Q1 | $305K | Hold |
3,433
| – | – | 0.01% | 167 |
|
2020
Q4 | $284K | Sell |
3,433
-360
| -9% | -$29.8K | 0.01% | 163 |
|
2020
Q3 | $284K | Buy |
3,793
+145
| +4% | +$10.9K | 0.02% | 154 |
|
2020
Q2 | $256K | Sell |
3,648
-626
| -15% | -$43.9K | 0.01% | 155 |
|
2020
Q1 | $312K | Sell |
4,274
-140
| -3% | -$10.2K | 0.02% | 144 |
|
2019
Q4 | $376K | Sell |
4,414
-400
| -8% | -$34.1K | 0.01% | 147 |
|
2019
Q3 | $366K | Sell |
4,814
-333
| -6% | -$25.3K | 0.01% | 139 |
|
2019
Q2 | $404K | Sell |
5,147
-1,840
| -26% | -$144K | 0.01% | 139 |
|
2019
Q1 | $618K | Sell |
6,987
-270
| -4% | -$23.9K | 0.02% | 124 |
|
2018
Q4 | $484K | Sell |
7,257
-588
| -7% | -$39.2K | 0.02% | 128 |
|
2018
Q3 | $640K | Buy |
7,845
+2,250
| +40% | +$184K | 0.02% | 120 |
|
2018
Q2 | $452K | Sell |
5,595
-1,424
| -20% | -$115K | 0.02% | 124 |
|
2018
Q1 | $698K | Buy |
7,019
+1,628
| +30% | +$162K | 0.02% | 114 |
|
2017
Q4 | $570K | Buy |
5,391
+1,120
| +26% | +$118K | 0.02% | 111 |
|
2017
Q3 | $474K | Sell |
4,271
-589
| -12% | -$65.4K | 0.02% | 113 |
|
2017
Q2 | $571K | Sell |
4,860
-290
| -6% | -$34.1K | 0.02% | 99 |
|
2017
Q1 | $581K | Sell |
5,150
-525
| -9% | -$59.2K | 0.02% | 99 |
|
2016
Q4 | $519K | Sell |
5,675
-55
| -1% | -$5.03K | 0.02% | 109 |
|
2016
Q3 | $557K | Buy |
5,730
+160
| +3% | +$15.6K | 0.02% | 100 |
|
2016
Q2 | $567K | Hold |
5,570
| – | – | 0.02% | 94 |
|
2016
Q1 | $546K | Hold |
5,570
| – | – | 0.02% | 90 |
|
2015
Q4 | $490K | Buy |
5,570
+1,820
| +49% | +$160K | 0.02% | 100 |
|
2015
Q3 | $297K | Hold |
3,750
| – | – | 0.01% | 108 |
|
2015
Q2 | $301K | Sell |
3,750
-279
| -7% | -$22.4K | 0.01% | 118 |
|
2015
Q1 | $304K | Hold |
4,029
| – | – | 0.01% | 116 |
|
2014
Q4 | $328K | Sell |
4,029
-443
| -10% | -$36.1K | 0.01% | 120 |
|
2014
Q3 | $373K | Hold |
4,472
| – | – | 0.02% | 113 |
|
2014
Q2 | $377K | Sell |
4,472
-75
| -2% | -$6.32K | 0.02% | 113 |
|
2014
Q1 | $372K | Hold |
4,547
| – | – | 0.02% | 112 |
|
2013
Q4 | $396K | Buy |
4,547
+75
| +2% | +$6.53K | 0.02% | 110 |
|
2013
Q3 | $387K | Hold |
4,472
| – | – | 0.02% | 109 |
|
2013
Q2 | $387K | Buy |
+4,472
| New | +$387K | 0.02% | 102 |
|