Benjamin Edwards Inc’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
71,517
+24,411
| +52% | +$4.45M | 0.17% | 140 |
|
|
2025
Q1 | $7.48M | Buy |
47,106
+3,330
| +8% | +$529K | 0.1% | 197 |
|
|
2024
Q4 | $5.27M | Sell |
43,776
-1,038
| -2% | -$125K | 0.08% | 254 |
|
|
2024
Q3 | $5.44M | Buy |
44,814
+34,565
| +337% | +$4.2M | 0.08% | 246 |
|
|
2024
Q2 | $1.04M | Buy |
10,249
+3,346
| +48% | +$339K | 0.2% | 131 |
|
|
2024
Q1 | $632K | Sell |
6,903
-176
| -2% | -$16.1K | 0.13% | 186 |
|
|
2023
Q4 | $666K | Buy |
7,079
+617
| +10% | +$58K | 0.15% | 164 |
|
|
2023
Q3 | $598K | Sell |
6,462
-33
| -0.5% | -$3.05K | 0.14% | 161 |
|
|
2023
Q2 | $634K | Sell |
6,495
-10
| -0.2% | -$976 | 0.15% | 156 |
|
|
2023
Q1 | $633K | Buy |
6,505
+2,953
| +83% | +$287K | 0.15% | 161 |
|
|
2022
Q4 | $359K | Buy |
3,552
+268
| +8% | +$27.1K | 0.09% | 205 |
|
|
2022
Q3 | $273K | Buy |
3,284
+243
| +8% | +$20.2K | 0.08% | 217 |
|
|
2022
Q2 | $300K | Buy |
3,041
+497
| +20% | +$49K | 0.09% | 216 |
|
|
2022
Q1 | $239K | Buy |
2,544
+857
| +51% | +$80.5K | 0.07% | 258 |
|
|
2021
Q4 | $160K | Buy |
1,687
+1,241
| +278% | +$118K | 0.05% | 288 |
|
|
2021
Q3 | $42K | Buy |
446
+346
| +346% | +$32.6K | 0.03% | 326 |
|
|
2021
Q2 | $10K | Hold |
100
| – | – | 0.01% | 360 |
|
|
2021
Q1 | $9K | Hold |
100
| – | – | 0.01% | 331 |
|
|
2020
Q4 | $8K | Hold |
100
| – | – | 0.01% | 334 |
|
|
2020
Q3 | $7K | Hold |
100
| – | – | 0.01% | 326 |
|
|
2020
Q2 | $7K | Hold |
100
| – | – | 0.01% | 315 |
|
|
2020
Q1 | $7K | Hold |
100
| – | – | 0.01% | 305 |
|
|
2019
Q4 | $9K | Hold |
100
| – | – | 0.02% | 230 |
|
|
2019
Q3 | $8K | Sell |
100
-85
| -46% | -$6.8K | 0.02% | 236 |
|
|
2019
Q2 | $15K | Hold |
185
| – | – | 0.04% | 184 |
|
|
2019
Q1 | $16K | Buy |
+185
| New | +$16K | 0.08% | 177 |
|