Bouchey Financial Group’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 | $1.39M | Buy |
7,588
+192
| +3% | +$35.1K | 0.12% | 41 |
|
2025
Q1 | $1.18M | Buy |
7,396
+1,214
| +20% | +$193K | 0.11% | 45 |
|
2024
Q4 | $746K | Buy |
6,182
+107
| +2% | +$12.9K | 0.07% | 54 |
|
2024
Q3 | $739K | Buy |
6,075
+86
| +1% | +$10.5K | 0.07% | 64 |
|
2024
Q2 | $608K | Sell |
5,989
-135
| -2% | -$13.7K | 0.06% | 64 |
|
2024
Q1 | $563K | Sell |
6,124
-319
| -5% | -$29.3K | 0.06% | 71 |
|
2023
Q4 | $608K | Sell |
6,443
-503
| -7% | -$47.5K | 0.07% | 59 |
|
2023
Q3 | $644K | Buy |
6,946
+769
| +12% | +$71.3K | 0.08% | 52 |
|
2023
Q2 | $603K | Buy |
6,177
+184
| +3% | +$18K | 0.07% | 52 |
|
2023
Q1 | $582K | Buy |
5,993
+7
| +0.1% | +$680 | 0.08% | 50 |
|
2022
Q4 | $606K | Buy |
5,986
+11
| +0.2% | +$1.11K | 0.09% | 47 |
|
2022
Q3 | $496K | Buy |
5,975
+11
| +0.2% | +$913 | 0.07% | 50 |
|
2022
Q2 | $589K | Buy |
5,964
+103
| +2% | +$10.2K | 0.09% | 45 |
|
2022
Q1 | $551K | Sell |
5,861
-84
| -1% | -$7.9K | 0.07% | 48 |
|
2021
Q4 | $565K | Buy |
5,945
+103
| +2% | +$9.79K | 0.08% | 52 |
|
2021
Q3 | $554K | Buy |
5,842
+250
| +4% | +$23.7K | 0.08% | 51 |
|
2021
Q2 | $554K | Buy |
5,592
+285
| +5% | +$28.2K | 0.09% | 43 |
|
2021
Q1 | $471K | Buy |
5,307
+510
| +11% | +$45.3K | 0.08% | 47 |
|
2020
Q4 | $397K | Buy |
4,797
+11
| +0.2% | +$910 | 0.07% | 49 |
|
2020
Q3 | $359K | Sell |
4,786
-37
| -0.8% | -$2.78K | 0.07% | 48 |
|
2020
Q2 | $338K | Buy |
4,823
+1,063
| +28% | +$74.5K | 0.07% | 45 |
|
2020
Q1 | $274K | Hold |
3,760
| – | – | 0.07% | 49 |
|
2019
Q4 | $320K | Hold |
3,760
| – | – | 0.07% | 60 |
|
2019
Q3 | $285K | Hold |
3,760
| – | – | 0.07% | 61 |
|
2019
Q2 | $295K | Hold |
3,760
| – | – | 0.07% | 59 |
|
2019
Q1 | $332K | Hold |
3,760
| – | – | 0.08% | 58 |
|
2018
Q4 | $251K | Sell |
3,760
-185
| -5% | -$12.4K | 0.07% | 63 |
|
2018
Q3 | $322K | Sell |
3,945
-300
| -7% | -$24.5K | 0.08% | 55 |
|
2018
Q2 | $343K | Hold |
4,245
| – | – | 0.09% | 50 |
|
2018
Q1 | $422K | Hold |
4,245
| – | – | 0.12% | 42 |
|
2017
Q4 | $448K | Sell |
4,245
-78
| -2% | -$8.23K | 0.13% | 50 |
|
2017
Q3 | $480K | Buy |
4,323
+78
| +2% | +$8.66K | 0.15% | 41 |
|
2017
Q2 | $499K | Hold |
4,245
| – | – | 0.16% | 42 |
|
2017
Q1 | $479K | Hold |
4,245
| – | – | 0.17% | 41 |
|
2016
Q4 | $388K | Hold |
4,245
| – | – | 0.16% | 40 |
|
2016
Q3 | $413K | Sell |
4,245
-108
| -2% | -$10.5K | 0.16% | 41 |
|
2016
Q2 | $443K | Hold |
4,353
| – | – | 0.18% | 41 |
|
2016
Q1 | $427K | Hold |
4,353
| – | – | 0.18% | 42 |
|
2015
Q4 | $383K | Sell |
4,353
-118
| -3% | -$10.4K | 0.17% | 43 |
|
2015
Q3 | $355K | Sell |
4,471
-100
| -2% | -$7.94K | 0.17% | 42 |
|
2015
Q2 | $366K | Hold |
4,571
| – | – | 0.16% | 44 |
|
2015
Q1 | $344K | Hold |
4,571
| – | – | 0.15% | 46 |
|
2014
Q4 | $372K | Sell |
4,571
-105
| -2% | -$8.55K | 0.17% | 46 |
|
2014
Q3 | $390K | Buy |
4,676
+281
| +6% | +$23.4K | 0.2% | 48 |
|
2014
Q2 | $371K | Hold |
4,395
| – | – | 0.2% | 53 |
|
2014
Q1 | $360K | Hold |
4,395
| – | – | 0.22% | 48 |
|
2013
Q4 | $370K | Buy |
+4,395
| New | +$370K | 0.26% | 47 |
|