Brighton Jones LLC’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 | $5.87M | Buy |
32,224
+9,110
| +39% | +$1.66M | 0.16% | 81 |
|
|
2025
Q1 | $3.67M | Buy |
23,114
+14,583
| +171% | +$2.31M | 0.12% | 107 |
|
|
2024
Q4 | $1.03M | Buy |
8,531
+2,023
| +31% | +$243K | 0.03% | 255 |
|
|
2024
Q3 | $790K | Sell |
6,508
-358
| -5% | -$43.5K | 0.03% | 245 |
|
|
2024
Q2 | $696K | Buy |
6,866
+249
| +4% | +$25.2K | 0.02% | 283 |
|
|
2024
Q1 | $606K | Sell |
6,617
-667
| -9% | -$61.1K | 0.02% | 309 |
|
|
2023
Q4 | $685K | Buy |
7,284
+1,467
| +25% | +$138K | 0.03% | 258 |
|
|
2023
Q3 | $538K | Sell |
5,817
-1,503
| -21% | -$139K | 0.03% | 269 |
|
|
2023
Q2 | $715K | Buy |
7,320
+287
| +4% | +$28K | 0.04% | 241 |
|
|
2023
Q1 | $684K | Buy |
7,033
+353
| +5% | +$34.3K | 0.04% | 234 |
|
|
2022
Q4 | $676K | Sell |
6,680
-2,323
| -26% | -$235K | 0.04% | 202 |
|
|
2022
Q3 | $747K | Sell |
9,003
-1,917
| -18% | -$159K | 0.04% | 190 |
|
|
2022
Q2 | $1.08M | Buy |
10,920
+221
| +2% | +$21.8K | 0.06% | 155 |
|
|
2022
Q1 | $1.01M | Buy |
10,699
+461
| +5% | +$43.3K | 0.05% | 175 |
|
|
2021
Q4 | $973K | Sell |
10,238
-364
| -3% | -$34.6K | 0.05% | 178 |
|
|
2021
Q3 | $1.01M | Buy |
10,602
+345
| +3% | +$32.7K | 0.05% | 158 |
|
|
2021
Q2 | $1.02M | Sell |
10,257
-129
| -1% | -$12.8K | 0.05% | 158 |
|
|
2021
Q1 | $922K | Sell |
10,386
-762
| -7% | -$67.6K | 0.05% | 157 |
|
|
2020
Q4 | $923K | Sell |
11,148
-100
| -0.9% | -$8.28K | 0.06% | 144 |
|
|
2020
Q3 | $843K | Sell |
11,248
-1,826
| -14% | -$137K | 0.06% | 130 |
|
|
2020
Q2 | $916K | Sell |
13,074
-28
| -0.2% | -$1.96K | 0.07% | 114 |
|
|
2020
Q1 | $956K | Sell |
13,102
-572
| -4% | -$41.7K | 0.1% | 94 |
|
|
2019
Q4 | $1.16M | Buy |
13,674
+4,737
| +53% | +$403K | 0.13% | 99 |
|
|
2019
Q3 | $679K | Buy |
8,937
+1,996
| +29% | +$152K | 0.08% | 135 |
|
|
2019
Q2 | $545K | Sell |
6,941
-220
| -3% | -$17.3K | 0.06% | 161 |
|
|
2019
Q1 | $633K | Buy |
7,161
+161
| +2% | +$14.2K | 0.08% | 145 |
|
|
2018
Q4 | $467K | Sell |
7,000
-443
| -6% | -$29.6K | 0.07% | 152 |
|
|
2018
Q3 | $607K | Buy |
7,443
+769
| +12% | +$62.7K | 0.07% | 136 |
|
|
2018
Q2 | $539K | Buy |
6,674
+1,660
| +33% | +$134K | 0.07% | 158 |
|
|
2018
Q1 | $498K | Sell |
5,014
-219
| -4% | -$21.8K | 0.07% | 155 |
|
|
2017
Q4 | $553K | Buy |
5,233
+39
| +0.8% | +$4.12K | 0.07% | 143 |
|
|
2017
Q3 | $577K | Sell |
5,194
-152
| -3% | -$16.9K | 0.07% | 138 |
|
|
2017
Q2 | $628K | Buy |
+5,346
| New | +$628K | 0.09% | 119 |
|
|
2016
Q4 | – | Sell |
-6,351
| Closed | -$617K | – | 178 |
|
|
2016
Q3 | $617K | Sell |
6,351
-88
| -1% | -$8.56K | 0.1% | 106 |
|
|
2016
Q2 | $655K | Sell |
6,439
-347
| -5% | -$35.3K | 0.12% | 97 |
|
|
2016
Q1 | $666K | Buy |
6,786
+277
| +4% | +$27.2K | 0.12% | 96 |
|
|
2015
Q4 | $572K | Sell |
6,509
-326
| -5% | -$28.6K | 0.11% | 99 |
|
|
2015
Q3 | $542K | Buy |
6,835
+283
| +4% | +$22.4K | 0.12% | 96 |
|
|
2015
Q2 | $525K | Buy |
6,552
+100
| +2% | +$8.01K | 0.12% | 93 |
|
|
2015
Q1 | $486K | Sell |
6,452
-47
| -0.7% | -$3.54K | 0.11% | 95 |
|
|
2014
Q4 | $529K | Sell |
6,499
-2,792
| -30% | -$227K | 0.12% | 96 |
|
|
2014
Q3 | $775K | Buy |
9,291
+332
| +4% | +$27.7K | 0.17% | 69 |
|
|
2014
Q2 | $755K | Sell |
8,959
-75
| -0.8% | -$6.32K | 0.17% | 66 |
|
|
2014
Q1 | $740K | Buy |
9,034
+1,044
| +13% | +$85.5K | 0.17% | 64 |
|
|
2013
Q4 | $696K | Sell |
7,990
-2,342
| -23% | -$204K | 0.16% | 68 |
|
|
2013
Q3 | $895K | Buy |
10,332
+3,342
| +48% | +$289K | 0.23% | 50 |
|
|
2013
Q2 | $605K | Buy |
+6,990
| New | +$605K | 0.18% | 50 |
|