BOK Financial Private Wealth’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 | $275K | Hold |
1,500
| – | – | 0.02% | 150 |
|
|
2025
Q1 | $240K | Sell |
1,500
-40
| -3% | -$6.4K | 0.02% | 158 |
|
|
2024
Q4 | $187K | Sell |
1,540
-410
| -21% | -$49.9K | 0.01% | 173 |
|
|
2024
Q3 | $239K | Buy |
1,950
+1,650
| +550% | +$203K | 0.02% | 163 |
|
|
2024
Q2 | $30.8K | Hold |
300
| – | – | ﹤0.01% | 309 |
|
|
2024
Q1 | $27.9K | Hold |
300
| – | – | ﹤0.01% | 304 |
|
|
2023
Q4 | $28.6K | Hold |
300
| – | – | ﹤0.01% | 297 |
|
|
2023
Q3 | $28.2K | Hold |
300
| – | – | ﹤0.01% | 275 |
|
|
2023
Q2 | $29.7K | Sell |
300
-23
| -7% | -$2.27K | ﹤0.01% | 270 |
|
|
2023
Q1 | $31.8K | Buy |
+323
| New | +$31.8K | ﹤0.01% | 280 |
|
|
2022
Q2 | – | Sell |
-5,251
| Closed | -$493K | – | 445 |
|
|
2022
Q1 | $493K | Buy |
5,251
+1,777
| +51% | +$167K | 0.04% | 175 |
|
|
2021
Q4 | $330K | Sell |
3,474
-1,425
| -29% | -$135K | 0.02% | 211 |
|
|
2021
Q3 | $464K | Buy |
4,899
+1,197
| +32% | +$113K | 0.04% | 153 |
|
|
2021
Q2 | $367K | Buy |
3,702
+1,147
| +45% | +$114K | 0.03% | 161 |
|
|
2021
Q1 | $227K | Buy |
+2,555
| New | +$227K | 0.02% | 176 |
|
|
2020
Q1 | – | Sell |
-3,440
| Closed | -$293K | – | 200 |
|
|
2019
Q4 | $293K | Buy |
+3,440
| New | +$293K | 0.02% | 158 |
|
|
2013
Q4 | – | Sell |
-2,513
| Closed | -$218K | – | 70 |
|
|
2013
Q3 | $218K | Hold |
2,513
| – | – | 0.04% | 62 |
|
|
2013
Q2 | $218K | Buy |
+2,513
| New | +$218K | 0.05% | 51 |
|