Boston Family Office’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 | $1.98M | Sell |
10,884
-100
| -0.9% | -$18.2K | 0.13% | 117 |
|
|
2025
Q1 | $1.74M | Buy |
10,984
+1,000
| +10% | +$159K | 0.12% | 121 |
|
|
2024
Q4 | $1.2M | Sell |
9,984
-509
| -5% | -$61.3K | 0.08% | 144 |
|
|
2024
Q3 | $1.27M | Sell |
10,493
-972
| -8% | -$118K | 0.09% | 139 |
|
|
2024
Q2 | $1.16M | Hold |
11,465
| – | – | 0.08% | 141 |
|
|
2024
Q1 | $1.05M | Sell |
11,465
-1,777
| -13% | -$163K | 0.08% | 150 |
|
|
2023
Q4 | $1.25M | Sell |
13,242
-300
| -2% | -$28.2K | 0.09% | 139 |
|
|
2023
Q3 | $1.25M | Hold |
13,542
| – | – | 0.1% | 131 |
|
|
2023
Q2 | $1.32M | Hold |
13,542
| – | – | 0.1% | 133 |
|
|
2023
Q1 | $1.32M | Buy |
13,542
+200
| +1% | +$19.4K | 0.11% | 136 |
|
|
2022
Q4 | $1.35M | Hold |
13,342
| – | – | 0.11% | 135 |
|
|
2022
Q3 | $1.11M | Sell |
13,342
-436
| -3% | -$36.2K | 0.1% | 142 |
|
|
2022
Q2 | $1.36M | Sell |
13,778
-299
| -2% | -$29.5K | 0.11% | 123 |
|
|
2022
Q1 | $1.32M | Sell |
14,077
-723
| -5% | -$67.9K | 0.09% | 137 |
|
|
2021
Q4 | $1.41M | Buy |
14,800
+18
| +0.1% | +$1.71K | 0.09% | 138 |
|
|
2021
Q3 | $1.4M | Sell |
14,782
-7,500
| -34% | -$711K | 0.1% | 135 |
|
|
2021
Q2 | $2.21M | Hold |
22,282
| – | – | 0.16% | 113 |
|
|
2021
Q1 | $1.98M | Sell |
22,282
-5,000
| -18% | -$444K | 0.15% | 116 |
|
|
2020
Q4 | $2.26M | Sell |
27,282
-6,711
| -20% | -$556K | 0.17% | 108 |
|
|
2020
Q3 | $2.55M | Sell |
33,993
-5,072
| -13% | -$380K | 0.23% | 90 |
|
|
2020
Q2 | $2.74M | Sell |
39,065
-1,650
| -4% | -$116K | 0.27% | 89 |
|
|
2020
Q1 | $2.97M | Sell |
40,715
-2,650
| -6% | -$193K | 0.35% | 72 |
|
|
2019
Q4 | $3.69M | Sell |
43,365
-11,624
| -21% | -$989K | 0.35% | 79 |
|
|
2019
Q3 | $4.18M | Sell |
54,989
-1,134
| -2% | -$86.1K | 0.43% | 66 |
|
|
2019
Q2 | $4.41M | Sell |
56,123
-622
| -1% | -$48.8K | 0.46% | 60 |
|
|
2019
Q1 | $5.02M | Sell |
56,745
-150
| -0.3% | -$13.3K | 0.54% | 54 |
|
|
2018
Q4 | $3.8M | Sell |
56,895
-735
| -1% | -$49.1K | 0.47% | 63 |
|
|
2018
Q3 | $4.7M | Buy |
57,630
+365
| +0.6% | +$29.8K | 0.5% | 62 |
|
|
2018
Q2 | $4.62M | Sell |
57,265
-278
| -0.5% | -$22.4K | 0.52% | 63 |
|
|
2018
Q1 | $5.72M | Buy |
57,543
+49
| +0.1% | +$4.87K | 0.65% | 53 |
|
|
2017
Q4 | $6.07M | Sell |
57,494
-337
| -0.6% | -$35.6K | 0.67% | 54 |
|
|
2017
Q3 | $6.42M | Sell |
57,831
-600
| -1% | -$66.6K | 0.73% | 48 |
|
|
2017
Q2 | $6.86M | Hold |
58,431
| – | – | 0.81% | 40 |
|
|
2017
Q1 | $6.6M | Hold |
58,431
| – | – | 0.81% | 40 |
|
|
2016
Q4 | $5.35M | Sell |
58,431
-106
| -0.2% | -$9.7K | 0.69% | 46 |
|
|
2016
Q3 | $5.69M | Sell |
58,537
-1,618
| -3% | -$157K | 0.74% | 42 |
|
|
2016
Q2 | $6.12M | Sell |
60,155
-500
| -0.8% | -$50.9K | 0.79% | 34 |
|
|
2016
Q1 | $5.95M | Sell |
60,655
-1,387
| -2% | -$136K | 0.78% | 39 |
|
|
2015
Q4 | $5.45M | Sell |
62,042
-850
| -1% | -$74.7K | 0.75% | 39 |
|
|
2015
Q3 | $4.99M | Sell |
62,892
-1,175
| -2% | -$93.2K | 0.7% | 45 |
|
|
2015
Q2 | $5.14M | Sell |
64,067
-2,755
| -4% | -$221K | 0.65% | 48 |
|
|
2015
Q1 | $5.03M | Sell |
66,822
-1,100
| -2% | -$82.9K | 0.63% | 47 |
|
|
2014
Q4 | $5.53M | Sell |
67,922
-1,000
| -1% | -$81.4K | 0.69% | 46 |
|
|
2014
Q3 | $5.75M | Sell |
68,922
-290
| -0.4% | -$24.2K | 0.74% | 42 |
|
|
2014
Q2 | $5.84M | Sell |
69,212
-50
| -0.1% | -$4.22K | 0.74% | 43 |
|
|
2014
Q1 | $5.67M | Sell |
69,262
-1,550
| -2% | -$127K | 0.75% | 42 |
|
|
2013
Q4 | $6.17M | Buy |
70,812
+906
| +1% | +$78.9K | 0.81% | 38 |
|
|
2013
Q3 | $6.05M | Sell |
69,906
-700
| -1% | -$60.6K | 0.86% | 37 |
|
|
2013
Q2 | $6.12M | Buy |
+70,606
| New | +$6.12M | 0.93% | 33 |
|