Bell Investment Advisors’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 | $65.2K | Buy |
358
+102
| +40% | +$18.6K | 0.01% | 206 |
|
|
2025
Q1 | $40.6K | Buy |
256
+5
| +2% | +$794 | 0.01% | 252 |
|
|
2024
Q4 | $30.2K | Sell |
251
-21
| -8% | -$2.53K | 0.01% | 295 |
|
|
2024
Q3 | $33K | Buy |
272
+19
| +8% | +$2.31K | 0.01% | 296 |
|
|
2024
Q2 | $25.6K | Sell |
253
-74
| -23% | -$7.5K | 0.01% | 335 |
|
|
2024
Q1 | $30K | Sell |
327
-50
| -13% | -$4.58K | 0.01% | 300 |
|
|
2023
Q4 | $35.5K | Buy |
377
+23
| +6% | +$2.16K | 0.01% | 235 |
|
|
2023
Q3 | $32.8K | Buy |
354
+37
| +12% | +$3.43K | 0.01% | 227 |
|
|
2023
Q2 | $30.9K | Sell |
317
-953
| -75% | -$93K | 0.01% | 227 |
|
|
2023
Q1 | $123K | Buy |
1,270
+65
| +5% | +$6.32K | 0.03% | 92 |
|
|
2022
Q4 | $122K | Sell |
1,205
-49
| -4% | -$4.96K | 0.03% | 98 |
|
|
2022
Q3 | $104K | Buy |
1,254
+962
| +329% | +$79.8K | 0.03% | 82 |
|
|
2022
Q2 | $29K | Buy |
+292
| New | +$29K | 0.01% | 205 |
|
|
2021
Q4 | $14K | Sell |
147
-124
| -46% | -$11.8K | ﹤0.01% | 397 |
|
|
2021
Q3 | $26K | Buy |
+271
| New | +$26K | 0.01% | 235 |
|