Brooks Moore & Associates’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 | $1.05M | Sell |
6,423
-60
| -0.9% | -$9.84K | 0.57% | 52 |
|
2025
Q1 | $1.03M | Buy |
6,483
+473
| +8% | +$75.1K | 0.58% | 48 |
|
2024
Q4 | $723K | Sell |
6,010
-198
| -3% | -$23.8K | 0.43% | 59 |
|
2024
Q3 | $754K | Hold |
6,208
| – | – | 0.45% | 57 |
|
2024
Q2 | $629K | Hold |
6,208
| – | – | 0.4% | 59 |
|
2024
Q1 | $569K | Hold |
6,208
| – | – | 0.36% | 61 |
|
2023
Q4 | $584K | Hold |
6,208
| – | – | 0.4% | 57 |
|
2023
Q3 | $575K | Hold |
6,208
| – | – | 0.43% | 57 |
|
2023
Q2 | $606K | Hold |
6,208
| – | – | 0.43% | 57 |
|
2023
Q1 | $604K | Buy |
6,208
+3,469
| +127% | +$338K | 0.43% | 57 |
|
2022
Q4 | $277K | Hold |
2,739
| – | – | 0.2% | 74 |
|
2022
Q3 | $227K | Sell |
2,739
-800
| -23% | -$66.3K | 0.18% | 72 |
|
2022
Q2 | $349K | Hold |
3,539
| – | – | 0.25% | 67 |
|
2022
Q1 | $332K | Sell |
3,539
-150
| -4% | -$14.1K | 0.2% | 76 |
|
2021
Q4 | $350K | Sell |
3,689
-200
| -5% | -$19K | 0.21% | 80 |
|
2021
Q3 | $369K | Hold |
3,889
| – | – | 0.24% | 75 |
|
2021
Q2 | $385K | Hold |
3,889
| – | – | 0.25% | 77 |
|
2021
Q1 | $345K | Sell |
3,889
-50
| -1% | -$4.44K | 0.23% | 78 |
|
2020
Q4 | $326K | Hold |
3,939
| – | – | 0.25% | 76 |
|
2020
Q3 | $295K | Hold |
3,939
| – | – | 0.25% | 70 |
|
2020
Q2 | $276K | Hold |
3,939
| – | – | 0.26% | 72 |
|
2020
Q1 | $287K | Hold |
3,939
| – | – | 0.3% | 73 |
|
2019
Q4 | $335K | Hold |
3,939
| – | – | 0.27% | 80 |
|
2019
Q3 | $299K | Hold |
3,939
| – | – | 0.25% | 82 |
|
2019
Q2 | $309K | Hold |
3,939
| – | – | 0.27% | 82 |
|
2019
Q1 | $348K | Buy |
3,939
+100
| +3% | +$8.84K | 0.32% | 73 |
|
2018
Q4 | $256K | Buy |
+3,839
| New | +$256K | 0.26% | 77 |
|