Bragg Financial Advisors’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 | $399K | Buy |
2,191
+86
| +4% | +$15.7K | 0.01% | 289 |
|
|
2025
Q1 | $334K | Sell |
2,105
-49
| -2% | -$7.78K | 0.01% | 288 |
|
|
2024
Q4 | $259K | Hold |
2,154
| – | – | 0.01% | 309 |
|
|
2024
Q3 | $261K | Sell |
2,154
-747
| -26% | -$90.7K | 0.01% | 300 |
|
|
2024
Q2 | $294K | Buy |
2,901
+43
| +2% | +$4.36K | 0.01% | 285 |
|
|
2024
Q1 | $262K | Sell |
2,858
-500
| -15% | -$45.8K | 0.01% | 296 |
|
|
2023
Q4 | $316K | Sell |
3,358
-500
| -13% | -$47K | 0.02% | 270 |
|
|
2023
Q3 | $357K | Sell |
3,858
-266
| -6% | -$24.6K | 0.02% | 262 |
|
|
2023
Q2 | $403K | Buy |
4,124
+1,000
| +32% | +$97.6K | 0.02% | 259 |
|
|
2023
Q1 | $304K | Hold |
3,124
| – | – | 0.02% | 277 |
|
|
2022
Q4 | $316K | Buy |
3,124
+266
| +9% | +$26.9K | 0.02% | 268 |
|
|
2022
Q3 | $237K | Sell |
2,858
-350
| -11% | -$29K | 0.02% | 280 |
|
|
2022
Q2 | $317K | Buy |
3,208
+350
| +12% | +$34.6K | 0.02% | 265 |
|
|
2022
Q1 | $268K | Sell |
2,858
-613
| -18% | -$57.5K | 0.02% | 287 |
|
|
2021
Q4 | $329K | Hold |
3,471
| – | – | 0.02% | 263 |
|
|
2021
Q3 | $329K | Hold |
3,471
| – | – | 0.02% | 263 |
|
|
2021
Q2 | $344K | Buy |
3,471
+270
| +8% | +$26.8K | 0.02% | 261 |
|
|
2021
Q1 | $284K | Buy |
3,201
+747
| +30% | +$66.3K | 0.02% | 266 |
|
|
2020
Q4 | $203K | Sell |
2,454
-556
| -18% | -$46K | 0.02% | 280 |
|
|
2020
Q3 | $226K | Sell |
3,010
-1,312
| -30% | -$98.5K | 0.02% | 253 |
|
|
2020
Q2 | $303K | Sell |
4,322
-2,521
| -37% | -$177K | 0.03% | 224 |
|
|
2020
Q1 | $499K | Buy |
6,843
+1,691
| +33% | +$123K | 0.07% | 176 |
|
|
2019
Q4 | $438K | Sell |
5,152
-126
| -2% | -$10.7K | 0.05% | 201 |
|
|
2019
Q3 | $401K | Buy |
5,278
+1,134
| +27% | +$86.2K | 0.05% | 204 |
|
|
2019
Q2 | $325K | Sell |
4,144
-300
| -7% | -$23.5K | 0.04% | 229 |
|
|
2019
Q1 | $393K | Sell |
4,444
-840
| -16% | -$74.3K | 0.05% | 204 |
|
|
2018
Q4 | $353K | Sell |
5,284
-275
| -5% | -$18.4K | 0.05% | 205 |
|
|
2018
Q3 | $453K | Sell |
5,559
-2,105
| -27% | -$172K | 0.06% | 195 |
|
|
2018
Q2 | $619K | Sell |
7,664
-35
| -0.5% | -$2.83K | 0.09% | 180 |
|
|
2018
Q1 | $765K | Sell |
7,699
-90
| -1% | -$8.94K | 0.11% | 171 |
|
|
2017
Q4 | $823K | Sell |
7,789
-774
| -9% | -$81.8K | 0.12% | 167 |
|
|
2017
Q3 | $951K | Sell |
8,563
-496
| -5% | -$55.1K | 0.15% | 163 |
|
|
2017
Q2 | $1.06M | Buy |
9,059
+449
| +5% | +$52.7K | 0.17% | 153 |
|
|
2017
Q1 | $972K | Buy |
8,610
+2,400
| +39% | +$271K | 0.16% | 161 |
|
|
2016
Q4 | $568K | Hold |
6,210
| – | – | 0.09% | 194 |
|
|
2016
Q3 | $604K | Hold |
6,210
| – | – | 0.11% | 190 |
|
|
2016
Q2 | $632K | Hold |
6,210
| – | – | 0.11% | 183 |
|
|
2016
Q1 | $609K | Sell |
6,210
-120
| -2% | -$11.8K | 0.12% | 185 |
|
|
2015
Q4 | $556K | Hold |
6,330
| – | – | 0.12% | 178 |
|
|
2015
Q3 | $502K | Sell |
6,330
-870
| -12% | -$69K | 0.12% | 173 |
|
|
2015
Q2 | $577K | Buy |
7,200
+870
| +14% | +$69.7K | 0.13% | 175 |
|
|
2015
Q1 | $477K | Hold |
6,330
| – | – | 0.11% | 182 |
|
|
2014
Q4 | $516K | Hold |
6,330
| – | – | 0.13% | 175 |
|
|
2014
Q3 | $528K | Hold |
6,330
| – | – | 0.13% | 171 |
|
|
2014
Q2 | $534K | Sell |
6,330
-176
| -3% | -$14.8K | 0.13% | 176 |
|
|
2014
Q1 | $533K | Sell |
6,506
-234
| -3% | -$19.2K | 0.13% | 175 |
|
|
2013
Q4 | $587K | Hold |
6,740
| – | – | 0.14% | 170 |
|
|
2013
Q3 | $584K | Hold |
6,740
| – | – | 0.15% | 165 |
|
|
2013
Q2 | $584K | Buy |
+6,740
| New | +$584K | 0.16% | 162 |
|