BFA
Benedict Financial Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Sell |
71,308
-1,505
| -2% | -$274K | 2.94% | 5 |
|
|
2025
Q1 | $11.6M | Buy |
72,813
+724
| +1% | +$115K | 2.68% | 5 |
|
|
2024
Q4 | $8.68M | Buy |
72,089
+676
| +0.9% | +$81.4K | 2.11% | 9 |
|
|
2024
Q3 | $8.67M | Buy |
71,413
+1,443
| +2% | +$175K | 2.05% | 9 |
|
|
2024
Q2 | $7.09M | Buy |
69,970
+1,589
| +2% | +$161K | 1.8% | 11 |
|
|
2024
Q1 | $6.27M | Buy |
68,381
+547
| +0.8% | +$50.1K | 1.59% | 14 |
|
|
2023
Q4 | $6.38M | Buy |
67,834
+1,157
| +2% | +$109K | 1.74% | 12 |
|
|
2023
Q3 | $6.17M | Buy |
66,677
+1,650
| +3% | +$153K | 1.78% | 9 |
|
|
2023
Q2 | $6.35M | Buy |
65,027
+1,245
| +2% | +$122K | 1.75% | 11 |
|
|
2023
Q1 | $6.2M | Buy |
63,782
+3,579
| +6% | +$348K | 1.75% | 13 |
|
|
2022
Q4 | $6.09M | Buy |
60,203
+905
| +2% | +$91.6K | 1.81% | 13 |
|
|
2022
Q3 | $4.92M | Buy |
59,298
+1,416
| +2% | +$118K | 1.57% | 16 |
|
|
2022
Q2 | $5.72M | Buy |
57,882
+975
| +2% | +$96.3K | 1.69% | 15 |
|
|
2022
Q1 | $5.35M | Buy |
56,907
+898
| +2% | +$84.4K | 1.43% | 20 |
|
|
2021
Q4 | $5.32M | Buy |
56,009
+2,750
| +5% | +$261K | 1.39% | 20 |
|
|
2021
Q3 | $5.05M | Buy |
53,259
+540
| +1% | +$51.2K | 1.41% | 19 |
|
|
2021
Q2 | $5.23M | Buy |
52,719
+393
| +0.8% | +$39K | 1.45% | 18 |
|
|
2021
Q1 | $4.64M | Buy |
52,326
+2,251
| +4% | +$200K | 1.34% | 20 |
|
|
2020
Q4 | $4.15M | Buy |
50,075
+142
| +0.3% | +$11.8K | 1.49% | 23 |
|
|
2020
Q3 | $3.74M | Buy |
49,933
+385
| +0.8% | +$28.9K | 1.44% | 23 |
|
|
2020
Q2 | $3.47M | Buy |
49,548
+478
| +1% | +$33.5K | 1.43% | 23 |
|
|
2020
Q1 | $3.58M | Sell |
49,070
-300
| -0.6% | -$21.9K | 1.69% | 18 |
|
|
2019
Q4 | $4.2M | Buy |
49,370
+399
| +0.8% | +$34K | 1.64% | 20 |
|
|
2019
Q3 | $3.72M | Sell |
48,971
-335
| -0.7% | -$25.4K | 1.53% | 25 |
|
|
2019
Q2 | $3.87M | Buy |
49,306
+117
| +0.2% | +$9.19K | 1.61% | 21 |
|
|
2019
Q1 | $4.35M | Buy |
49,189
+355
| +0.7% | +$31.4K | 1.89% | 15 |
|
|
2018
Q4 | $3.26M | Buy |
48,834
+565
| +1% | +$37.7K | 1.61% | 22 |
|
|
2018
Q3 | $3.94M | Buy |
48,269
+482
| +1% | +$39.3K | 1.76% | 15 |
|
|
2018
Q2 | $3.86M | Buy |
47,787
+1,762
| +4% | +$142K | 1.91% | 14 |
|
|
2018
Q1 | $4.58M | Sell |
46,025
-342
| -0.7% | -$34K | 2.3% | 10 |
|
|
2017
Q4 | $4.9M | Sell |
46,367
-229
| -0.5% | -$24.2K | 2.36% | 8 |
|
|
2017
Q3 | $5.17M | Sell |
46,596
-903
| -2% | -$100K | 2.66% | 5 |
|
|
2017
Q2 | $5.68M | Sell |
47,499
-245
| -0.5% | -$29.3K | 2.96% | 5 |
|
|
2017
Q1 | $5.39M | Sell |
47,744
-166
| -0.3% | -$18.7K | 2.93% | 5 |
|
|
2016
Q4 | $4.38M | Sell |
47,910
-311
| -0.6% | -$28.5K | 2.53% | 6 |
|
|
2016
Q3 | $4.7M | Buy |
48,221
+172
| +0.4% | +$16.8K | 2.74% | 6 |
|
|
2016
Q2 | $4.87M | Buy |
48,049
+155
| +0.3% | +$15.7K | 2.85% | 5 |
|
|
2016
Q1 | $4.7M | Buy |
47,894
+254
| +0.5% | +$24.9K | 2.86% | 5 |
|
|
2015
Q4 | $4.19M | Buy |
47,640
+1,500
| +3% | +$132K | 2.66% | 6 |
|
|
2015
Q3 | $3.66M | Buy |
46,140
+709
| +2% | +$56.2K | 2.54% | 7 |
|
|
2015
Q2 | $3.88M | Buy |
45,431
+866
| +2% | +$74K | 2.53% | 10 |
|
|
2015
Q1 | $3.45M | Buy |
44,565
+1,240
| +3% | +$96K | 2.22% | 12 |
|
|
2014
Q4 | $3.52M | Buy |
+43,325
| New | +$3.52M | 2.31% | 11 |
|