Buckingham Strategic Wealth’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.27M | Sell |
22,440
-62
| -0.3% | -$6.28K | 0.02% | 224 |
|
|
2024
Q1 | $2.06M | Sell |
22,502
-18,875
| -46% | -$1.73M | 0.02% | 233 |
|
|
2023
Q4 | $3.89M | Sell |
41,377
-9,025
| -18% | -$849K | 0.05% | 158 |
|
|
2023
Q3 | $4.67M | Sell |
50,402
-192
| -0.4% | -$17.8K | 0.07% | 137 |
|
|
2023
Q2 | $4.94M | Buy |
50,594
+33,771
| +201% | +$3.3M | 0.07% | 133 |
|
|
2023
Q1 | $1.7M | Hold |
16,823
| – | – | 0.03% | 199 |
|
|
2022
Q4 | $1.7M | Sell |
16,823
-3,944
| -19% | -$399K | 0.03% | 200 |
|
|
2022
Q3 | $1.72M | Sell |
20,767
-545
| -3% | -$45.2K | 0.04% | 188 |
|
|
2022
Q2 | $2.1M | Buy |
21,312
+2,678
| +14% | +$264K | 0.04% | 170 |
|
|
2022
Q1 | $1.75M | Buy |
18,634
+1,138
| +7% | +$107K | 0.03% | 196 |
|
|
2021
Q4 | $1.66M | Sell |
17,496
-212
| -1% | -$20.1K | 0.03% | 208 |
|
|
2021
Q3 | $1.68M | Buy |
17,708
+2,070
| +13% | +$196K | 0.03% | 191 |
|
|
2021
Q2 | $1.55M | Sell |
15,638
-2,080
| -12% | -$206K | 0.04% | 204 |
|
|
2021
Q1 | $1.57M | Buy |
17,718
+1,369
| +8% | +$121K | 0.08% | 183 |
|
|
2020
Q4 | $1.35M | Buy |
16,349
+1,139
| +7% | +$94.3K | 0.07% | 189 |
|
|
2020
Q3 | $1.14M | Sell |
15,210
-685
| -4% | -$51.4K | 0.09% | 161 |
|
|
2020
Q2 | $1.11M | Sell |
15,895
-1,305
| -8% | -$91.5K | 0.11% | 135 |
|
|
2020
Q1 | $1.26M | Sell |
17,200
-422
| -2% | -$30.8K | 0.12% | 131 |
|
|
2019
Q4 | $1.5M | Buy |
17,622
+498
| +3% | +$42.4K | 0.14% | 118 |
|
|
2019
Q3 | $1.3M | Sell |
17,124
-1,500
| -8% | -$114K | 0.14% | 118 |
|
|
2019
Q2 | $1.46M | Buy |
18,624
+1,676
| +10% | +$132K | 0.16% | 107 |
|
|
2019
Q1 | $1.5M | Buy |
16,948
+576
| +4% | +$50.9K | 0.19% | 99 |
|
|
2018
Q4 | $1.09M | Sell |
16,372
-3,364
| -17% | -$225K | 0.17% | 105 |
|
|
2018
Q3 | $1.61M | Buy |
19,736
+616
| +3% | +$50.2K | 0.25% | 86 |
|
|
2018
Q2 | $1.54M | Sell |
19,120
-1,354
| -7% | -$109K | 0.25% | 89 |
|
|
2018
Q1 | $2.04M | Buy |
20,474
+1,322
| +7% | +$131K | 0.4% | 54 |
|
|
2017
Q4 | $2.02M | Buy |
19,152
+977
| +5% | +$103K | 0.42% | 53 |
|
|
2017
Q3 | $2.02M | Sell |
18,175
-1,679
| -8% | -$186K | 0.48% | 45 |
|
|
2017
Q2 | $2.33M | Buy |
19,854
+9,901
| +99% | +$1.16M | 0.55% | 38 |
|
|
2017
Q1 | $1.12M | Buy |
9,953
+867
| +10% | +$97.9K | 0.33% | 64 |
|
|
2016
Q4 | $831K | Buy |
9,086
+1,047
| +13% | +$95.8K | 0.27% | 76 |
|
|
2016
Q3 | $782K | Sell |
8,039
-220
| -3% | -$21.4K | 0.26% | 77 |
|
|
2016
Q2 | $840K | Buy |
8,259
+2,738
| +50% | +$278K | 0.29% | 72 |
|
|
2016
Q1 | $542K | Sell |
5,521
-551
| -9% | -$54.1K | 0.18% | 101 |
|
|
2015
Q4 | $534K | Buy |
6,072
+52
| +0.9% | +$4.57K | 0.18% | 102 |
|
|
2015
Q3 | $478K | Buy |
6,020
+604
| +11% | +$48K | 0.17% | 102 |
|
|
2015
Q2 | $434K | Sell |
5,416
-101
| -2% | -$8.09K | 0.14% | 116 |
|
|
2015
Q1 | $416K | Buy |
5,517
+725
| +15% | +$54.7K | 0.16% | 112 |
|
|
2014
Q4 | $390K | Buy |
4,792
+2,326
| +94% | +$189K | 0.15% | 112 |
|
|
2014
Q3 | $206K | Buy |
+2,466
| New | +$206K | 0.08% | 167 |
|
|
2014
Q2 | – | Sell |
-2,712
| Closed | -$222K | – | 183 |
|
|
2014
Q1 | $222K | Sell |
2,712
-3,379
| -55% | -$277K | 0.1% | 133 |
|
|
2013
Q4 | $531K | Sell |
6,091
-928
| -13% | -$80.9K | 0.25% | 70 |
|
|
2013
Q3 | $608K | Buy |
7,019
+1,521
| +28% | +$132K | 0.32% | 58 |
|
|
2013
Q2 | $476K | Buy |
+5,498
| New | +$476K | 0.27% | 62 |
|