Bridges Investment 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 | $11.2M | Sell |
61,488
-3,394
| -5% | -$618K | 0.15% | 88 |
|
|
2025
Q1 | $10.3M | Sell |
64,882
-5,352
| -8% | -$850K | 0.15% | 90 |
|
|
2024
Q4 | $8.45M | Buy |
70,234
+32
| +0% | +$3.85K | 0.12% | 93 |
|
|
2024
Q3 | $8.52M | Sell |
70,202
-4,339
| -6% | -$527K | 0.12% | 94 |
|
|
2024
Q2 | $7.55M | Buy |
74,541
+27,337
| +58% | +$2.77M | 0.11% | 92 |
|
|
2024
Q1 | $4.32M | Sell |
47,204
-2,170
| -4% | -$199K | 0.14% | 78 |
|
|
2023
Q4 | $4.65M | Sell |
49,374
-1,050
| -2% | -$98.8K | 0.15% | 75 |
|
|
2023
Q3 | $4.67M | Sell |
50,424
-775
| -2% | -$71.8K | 0.17% | 74 |
|
|
2023
Q2 | $5M | Sell |
51,199
-5,914
| -10% | -$577K | 0.17% | 74 |
|
|
2023
Q1 | $5.55M | Sell |
57,113
-50
| -0.1% | -$4.86K | 0.2% | 71 |
|
|
2022
Q4 | $5.79M | Sell |
57,163
-2,476
| -4% | -$251K | 0.21% | 71 |
|
|
2022
Q3 | $4.95M | Sell |
59,639
-12,632
| -17% | -$1.05M | 0.19% | 72 |
|
|
2022
Q2 | $7.14M | Sell |
72,271
-1,213
| -2% | -$120K | 0.26% | 66 |
|
|
2022
Q1 | $6.9M | Sell |
73,484
-1,986
| -3% | -$187K | 0.21% | 70 |
|
|
2021
Q4 | $7.17M | Buy |
75,470
+168
| +0.2% | +$16K | 0.21% | 70 |
|
|
2021
Q3 | $7.14M | Sell |
75,302
-2,835
| -4% | -$269K | 0.22% | 73 |
|
|
2021
Q2 | $7.74M | Sell |
78,137
-8,305
| -10% | -$823K | 0.23% | 71 |
|
|
2021
Q1 | $7.67M | Sell |
86,442
-5,333
| -6% | -$473K | 0.22% | 72 |
|
|
2020
Q4 | $7.6M | Sell |
91,775
-16,744
| -15% | -$1.39M | 0.23% | 69 |
|
|
2020
Q3 | $8.14M | Buy |
108,519
+219
| +0.2% | +$16.4K | 0.28% | 67 |
|
|
2020
Q2 | $7.59M | Sell |
108,300
-9,156
| -8% | -$642K | 0.28% | 65 |
|
|
2020
Q1 | $8.57M | Sell |
117,456
-13,445
| -10% | -$981K | 0.39% | 62 |
|
|
2019
Q4 | $11.1M | Sell |
130,901
-7,928
| -6% | -$675K | 0.41% | 61 |
|
|
2019
Q3 | $10.5M | Buy |
138,829
+1,182
| +0.9% | +$89.8K | 0.4% | 56 |
|
|
2019
Q2 | $10.8M | Sell |
137,647
-8,467
| -6% | -$665K | 0.41% | 56 |
|
|
2019
Q1 | $12.9M | Sell |
146,114
-3,129
| -2% | -$277K | 0.53% | 44 |
|
|
2018
Q4 | $9.96M | Buy |
149,243
+6,559
| +5% | +$438K | 0.47% | 49 |
|
|
2018
Q3 | $11.6M | Buy |
142,684
+1,067
| +0.8% | +$87K | 0.58% | 42 |
|
|
2018
Q2 | $11.4M | Buy |
141,617
+25
| +0% | +$2.02K | 0.51% | 47 |
|
|
2018
Q1 | $14.1M | Buy |
141,592
+43,293
| +44% | +$4.3M | 0.65% | 41 |
|
|
2017
Q4 | $10.4M | Sell |
98,299
-2,398
| -2% | -$253K | 0.84% | 34 |
|
|
2017
Q3 | $11.2M | Buy |
100,697
+25,860
| +35% | +$2.87M | 1.06% | 26 |
|
|
2017
Q2 | $8.79M | Sell |
74,837
-65
| -0.1% | -$7.64K | 1.18% | 21 |
|
|
2017
Q1 | $8.46M | Sell |
74,902
-10,619
| -12% | -$1.2M | 1.17% | 21 |
|
|
2016
Q4 | $7.82M | Buy |
85,521
+15,203
| +22% | +$1.39M | 1.11% | 21 |
|
|
2016
Q3 | $6.84M | Sell |
70,318
-1,006
| -1% | -$97.8K | 1.14% | 25 |
|
|
2016
Q2 | $7.26M | Sell |
71,324
-4,470
| -6% | -$455K | 1.25% | 22 |
|
|
2016
Q1 | $7.44M | Sell |
75,794
-1,087
| -1% | -$107K | 1.35% | 21 |
|
|
2015
Q4 | $6.76M | Sell |
76,881
-267
| -0.3% | -$23.5K | 1.21% | 23 |
|
|
2015
Q3 | $6.19M | Hold |
77,148
| – | – | 1.07% | 26 |
|
|
2015
Q2 | $6.19M | Buy |
77,148
+1,675
| +2% | +$134K | 1.07% | 26 |
|
|
2015
Q1 | $5.69M | Buy |
75,473
+440
| +0.6% | +$33.1K | 1% | 28 |
|
|
2014
Q4 | $6.11M | Buy |
75,033
+1,533
| +2% | +$125K | 1.08% | 27 |
|
|
2014
Q3 | $6.13M | Buy |
73,500
+2,020
| +3% | +$168K | 1.15% | 26 |
|
|
2014
Q2 | $6.03M | Buy |
71,480
+3,707
| +5% | +$313K | 1.15% | 27 |
|
|
2014
Q1 | $5.55M | Buy |
67,773
+9,666
| +17% | +$791K | 1.16% | 27 |
|
|
2013
Q4 | $5.06M | Buy |
58,107
+3,500
| +6% | +$305K | 1.14% | 25 |
|
|
2013
Q3 | $4.73M | Buy |
54,607
+3,790
| +7% | +$328K | 1.17% | 23 |
|
|
2013
Q2 | $4.4M | Buy |
+50,817
| New | +$4.4M | 1.16% | 22 |
|