Blue Bell Private Wealth 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 | $85.1K | Buy |
467
+35
| +8% | +$6.38K | 0.01% | 327 |
|
|
2025
Q1 | $68.6K | Hold |
432
| – | – | 0.01% | 340 |
|
|
2024
Q4 | $52K | Sell |
432
-146
| -25% | -$17.6K | 0.01% | 349 |
|
|
2024
Q3 | $70.2K | Buy |
578
+56
| +11% | +$6.8K | 0.01% | 319 |
|
|
2024
Q2 | $52.9K | Hold |
522
| – | – | 0.01% | 346 |
|
|
2024
Q1 | $47.8K | Hold |
522
| – | – | 0.01% | 359 |
|
|
2023
Q4 | $49.1K | Hold |
522
| – | – | 0.01% | 323 |
|
|
2023
Q3 | $48.3K | Sell |
522
-50
| -9% | -$4.63K | 0.01% | 265 |
|
|
2023
Q2 | $55.8K | Buy |
572
+500
| +694% | +$48.8K | 0.01% | 245 |
|
|
2023
Q1 | $7K | Hold |
72
| – | – | ﹤0.01% | 423 |
|
|
2022
Q4 | $7.29K | Hold |
72
| – | – | ﹤0.01% | 412 |
|
|
2022
Q3 | $6K | Hold |
72
| – | – | ﹤0.01% | 442 |
|
|
2022
Q2 | $7K | Buy |
72
+22
| +44% | +$2.14K | ﹤0.01% | 448 |
|
|
2022
Q1 | $5K | Sell |
50
-100
| -67% | -$10K | ﹤0.01% | 550 |
|
|
2021
Q4 | $14K | Buy |
+150
| New | +$14K | ﹤0.01% | 348 |
|
|
2016
Q4 | – | Sell |
-255
| Closed | -$25K | – | 359 |
|
|
2016
Q3 | $25K | Buy |
255
+50
| +24% | +$4.9K | 0.01% | 265 |
|
|
2016
Q2 | $21K | Hold |
205
| – | – | 0.01% | 289 |
|
|
2016
Q1 | $20K | Sell |
205
-50
| -20% | -$4.88K | 0.01% | 299 |
|
|
2015
Q4 | $22K | Hold |
255
| – | – | 0.01% | 293 |
|
|
2015
Q3 | $20K | Hold |
255
| – | – | 0.01% | 309 |
|
|
2015
Q2 | $20K | Hold |
255
| – | – | 0.01% | 315 |
|
|
2015
Q1 | $19K | Sell |
255
-94
| -27% | -$7K | 0.01% | 315 |
|
|
2014
Q4 | $28K | Hold |
349
| – | – | 0.02% | 281 |
|
|
2014
Q3 | $29K | Hold |
349
| – | – | 0.02% | 300 |
|
|
2014
Q2 | $29K | Hold |
349
| – | – | 0.02% | 286 |
|
|
2014
Q1 | $29K | Buy |
349
+1
| +0.3% | +$83 | 0.02% | 249 |
|
|
2013
Q4 | $30K | Buy |
+348
| New | +$30K | 0.02% | 260 |
|