Buckingham Strategic Wealth’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.27M | Sell |
22,440
-62
| -0.3% | -$6.06K | 0.02% | 224 |
|
|
2024
Q1 | $2.06M | Sell |
22,502
-18,875
| -46% | -$1.74M | 0.02% | 233 |
|
|
2023
Q4 | $3.89M | Sell |
41,377
-9,025
| -18% | -$831K | 0.05% | 158 |
|
|
2023
Q3 | $4.67M | Sell |
50,402
-192
| -0.4% | -$18.5K | 0.07% | 137 |
|
|
2023
Q2 | $4.94M | Buy |
50,594
+33,771
| +201% | +$3.23M | 0.07% | 133 |
|
|
2023
Q1 | $1.7M | Hold |
16,823
| – | – | 0.03% | 199 |
|
|
2022
Q4 | $1.7M | Sell |
16,823
-3,944
| -19% | -$372K | 0.03% | 200 |
|
|
2022
Q3 | $1.72M | Sell |
20,767
-545
| -3% | -$52K | 0.04% | 188 |
|
|
2022
Q2 | $2.1M | Buy |
21,312
+2,678
| +14% | +$273K | 0.04% | 170 |
|
|
2022
Q1 | $1.75M | Buy |
18,634
+1,138
| +7% | +$114K | 0.03% | 196 |
|
|
2021
Q4 | $1.66M | Sell |
17,496
-212
| -1% | -$19.8K | 0.03% | 208 |
|
|
2021
Q3 | $1.68M | Buy |
17,708
+2,070
| +13% | +$208K | 0.03% | 191 |
|
|
2021
Q2 | $1.55M | Sell |
15,638
-2,080
| -12% | -$200K | 0.04% | 204 |
|
|
2021
Q1 | $1.57M | Buy |
17,718
+1,369
| +8% | +$116K | 0.08% | 183 |
|
|
2020
Q4 | $1.35M | Buy |
16,349
+1,139
| +7% | +$88.7K | 0.07% | 189 |
|
|
2020
Q3 | $1.14M | Sell |
15,210
-685
| -4% | -$52.8K | 0.09% | 161 |
|
|
2020
Q2 | $1.11M | Sell |
15,895
-1,305
| -8% | -$95.2K | 0.11% | 135 |
|
|
2020
Q1 | $1.25M | Sell |
17,200
-422
| -2% | -$34.7K | 0.12% | 131 |
|
|
2019
Q4 | $1.5M | Buy |
17,622
+498
| +3% | +$41K | 0.14% | 118 |
|
|
2019
Q3 | $1.3M | Sell |
17,124
-1,500
| -8% | -$119K | 0.14% | 118 |
|
|
2019
Q2 | $1.46M | Buy |
18,624
+1,676
| +10% | +$138K | 0.16% | 107 |
|
|
2019
Q1 | $1.5M | Buy |
16,948
+576
| +4% | +$46.4K | 0.19% | 99 |
|
|
2018
Q4 | $1.09M | Sell |
16,372
-3,364
| -17% | -$281K | 0.17% | 105 |
|
|
2018
Q3 | $1.61M | Buy |
19,736
+616
| +3% | +$50.6K | 0.25% | 86 |
|
|
2018
Q2 | $1.54M | Sell |
19,120
-1,354
| -7% | -$115K | 0.25% | 89 |
|
|
2018
Q1 | $2.04M | Buy |
20,474
+1,322
| +7% | +$138K | 0.4% | 54 |
|
|
2017
Q4 | $2.02M | Buy |
19,152
+977
| +5% | +$104K | 0.42% | 53 |
|
|
2017
Q3 | $2.02M | Sell |
18,175
-1,679
| -8% | -$195K | 0.48% | 45 |
|
|
2017
Q2 | $2.33M | Buy |
19,854
+9,901
| +99% | +$1.15M | 0.55% | 38 |
|
|
2017
Q1 | $1.12M | Buy |
9,953
+867
| +10% | +$89.5K | 0.33% | 64 |
|
|
2016
Q4 | $831K | Buy |
9,086
+1,047
| +13% | +$97K | 0.27% | 76 |
|
|
2016
Q3 | $782K | Sell |
8,039
-220
| -3% | -$22K | 0.26% | 77 |
|
|
2016
Q2 | $840K | Buy |
8,259
+2,738
| +50% | +$273K | 0.29% | 72 |
|
|
2016
Q1 | $542K | Sell |
5,521
-551
| -9% | -$50.5K | 0.18% | 101 |
|
|
2015
Q4 | $534K | Buy |
6,072
+52
| +0.9% | +$4.51K | 0.18% | 102 |
|
|
2015
Q3 | $478K | Buy |
6,020
+604
| +11% | +$49.7K | 0.17% | 102 |
|
|
2015
Q2 | $434K | Sell |
5,416
-101
| -2% | -$8.31K | 0.14% | 116 |
|
|
2015
Q1 | $416K | Buy |
5,517
+725
| +15% | +$58.8K | 0.16% | 112 |
|
|
2014
Q4 | $390K | Buy |
4,792
+2,326
| +94% | +$200K | 0.15% | 112 |
|
|
2014
Q3 | $206K | Buy |
+2,466
| New | +$209K | 0.08% | 167 |
|
|
2014
Q2 | – | Sell |
-2,712
| Closed | -$222K | – | 183 |
|
|
2014
Q1 | $222K | Sell |
2,712
-3,379
| -55% | -$273K | 0.1% | 133 |
|
|
2013
Q4 | $531K | Sell |
6,091
-928
| -13% | -$81K | 0.25% | 70 |
|
|
2013
Q3 | $608K | Buy |
7,019
+1,521
| +28% | +$133K | 0.32% | 58 |
|
|
2013
Q2 | $476K | Buy |
+5,498
| New | +$511K | 0.27% | 62 |
|
Other funds holding PM
Buckingham Strategic Wealth's PM Position: Q2 2024 in Review
Buckingham Strategic Wealth reduced its Philip Morris (PM) stake by 0.28% in Q2 2024, selling an estimated $6.06K and leaving 22,440 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #224.
Buckingham Strategic Wealth first reported a position in PM in Q2 2013 and has held it in 44 quarters since. The position peaked at $4.94M in Q2 2023. 2,216 funds tracked by Wall St. Rank hold PM as of Q2 2024.
- Buckingham Strategic Wealth held 22,440 shares of Philip Morris worth $2.27M as of Q2 2024.
- Buckingham Strategic Wealth sold 62 Philip Morris shares in Q2 2024, an estimated $6.06K.
- Philip Morris made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #224 holding.
- Buckingham Strategic Wealth first reported a position in Philip Morris in Q2 2013 and has held it in 44 quarters since.
- Buckingham Strategic Wealth's Philip Morris position peaked at $4.94M in Q2 2023.
- 2,216 funds tracked by Wall St. Rank held Philip Morris as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.