BFC

Bedel Financial Consulting’s Philip Morris PM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Hold	5,560	–	–	0.14%	91
2025 Q1	$968K	Hold	5,560	–	–	0.14%	91
2024 Q4	$728K	Sell	5,560 -122	-2%	-$16K	0.1%	112
2024 Q3	$690K	Buy	5,682 +200	+4%	+$24.3K	0.1%	111
2024 Q2	$555K	Buy	5,482 +53	+1%	+$5.37K	0.08%	128
2024 Q1	$497K	Hold	5,429	–	–	0.08%	135
2023 Q4	$511K	Hold	5,429	–	–	0.09%	125
2023 Q3	$503K	Hold	5,429	–	–	0.1%	123
2023 Q2	$530K	Buy	5,429 +2,700	+99%	+$264K	0.11%	115
2023 Q1	$265K	Sell	2,729 -2,700	-50%	-$263K	0.06%	181
2022 Q4	$549K	Hold	5,429	–	–	0.14%	97
2022 Q3	$493K	Sell	5,429 -80	-1%	-$7.27K	0.13%	108
2022 Q2	$544K	Sell	5,509 -51	-0.9%	-$5.04K	0.16%	87
2022 Q1	$522K	Sell	5,560 -31	-0.6%	-$2.91K	0.16%	88
2021 Q4	$531K	Hold	5,591	–	–	0.17%	86
2021 Q3	$530K	Sell	5,591 -120	-2%	-$11.4K	0.18%	83
2021 Q2	$566K	Buy	5,711 +1	+0%	+$99	0.2%	76
2021 Q1	$507K	Buy	5,710 +212	+4%	+$18.8K	0.2%	83
2020 Q4	$455K	Hold	5,498	–	–	0.2%	77
2020 Q3	$412K	Hold	5,498	–	–	0.21%	71
2020 Q2	$385K	Sell	5,498 -10	-0.2%	-$700	0.21%	71
2020 Q1	$402K	Buy	5,508 +10	+0.2%	+$730	0.27%	62
2019 Q4	$468K	Buy	5,498 +18	+0.3%	+$1.53K	0.27%	66
2019 Q3	$416K	Sell	5,480 -170	-3%	-$12.9K	0.25%	75
2019 Q2	$444K	Sell	5,650 -88	-2%	-$6.92K	0.27%	73
2019 Q1	$507K	Hold	5,738	–	–	0.32%	59
2018 Q4	$383K	Hold	5,738	–	–	0.28%	68
2018 Q3	$479K	Hold	5,738	–	–	0.32%	64
2018 Q2	$463K	Sell	5,738 -457	-7%	-$36.9K	0.34%	62
2018 Q1	$616K	Hold	6,195	–	–	0.47%	42
2017 Q4	$655K	Buy	+6,195	New	+$655K	0.59%	38