Buckley Wealth 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 | $991K | Sell |
5,443
-73
| -1% | -$13.3K | 0.3% | 63 |
|
|
2025
Q1 | $876K | Buy |
5,516
+266
| +5% | +$42.2K | 0.27% | 63 |
|
|
2024
Q4 | $632K | Buy |
5,250
+191
| +4% | +$23K | 0.19% | 76 |
|
|
2024
Q3 | $614K | Buy |
5,059
+335
| +7% | +$40.7K | 0.19% | 76 |
|
|
2024
Q2 | $479K | Buy |
4,724
+47
| +1% | +$4.76K | 0.15% | 82 |
|
|
2024
Q1 | $429K | Sell |
4,677
-35
| -0.7% | -$3.21K | 0.14% | 86 |
|
|
2023
Q4 | $443K | Sell |
4,712
-156
| -3% | -$14.7K | 0.15% | 85 |
|
|
2023
Q3 | $451K | Buy |
4,868
+2
| +0% | +$185 | 0.17% | 84 |
|
|
2023
Q2 | $475K | Sell |
4,866
-777
| -14% | -$75.8K | 0.16% | 86 |
|
|
2023
Q1 | $549K | Sell |
5,643
-228
| -4% | -$22.2K | 0.2% | 76 |
|
|
2022
Q4 | $594K | Sell |
5,871
-2,848
| -33% | -$288K | 0.22% | 76 |
|
|
2022
Q3 | $724K | Sell |
8,719
-9,804
| -53% | -$814K | 0.27% | 66 |
|
|
2022
Q2 | $1.83M | Sell |
18,523
-1,014
| -5% | -$100K | 0.59% | 34 |
|
|
2022
Q1 | $1.84M | Buy |
19,537
+2,210
| +13% | +$208K | 0.5% | 35 |
|
|
2021
Q4 | $1.65M | Sell |
17,327
-564
| -3% | -$53.6K | 0.48% | 39 |
|
|
2021
Q3 | $1.7M | Buy |
17,891
+505
| +3% | +$47.9K | 0.55% | 34 |
|
|
2021
Q2 | $1.72M | Sell |
17,386
-13
| -0.1% | -$1.29K | 0.59% | 30 |
|
|
2021
Q1 | $1.54M | Buy |
17,399
+1,373
| +9% | +$122K | 0.57% | 31 |
|
|
2020
Q4 | $1.33M | Buy |
16,026
+528
| +3% | +$43.7K | 0.54% | 32 |
|
|
2020
Q3 | $1.16M | Sell |
15,498
-4,136
| -21% | -$310K | 0.52% | 33 |
|
|
2020
Q2 | $1.38M | Buy |
19,634
+294
| +2% | +$20.6K | 0.62% | 29 |
|
|
2020
Q1 | $1.41M | Buy |
19,340
+2,970
| +18% | +$217K | 0.77% | 25 |
|
|
2019
Q4 | $1.39M | Sell |
16,370
-507
| -3% | -$43.1K | 0.63% | 31 |
|
|
2019
Q3 | $1.28M | Sell |
16,877
-3,945
| -19% | -$299K | 0.63% | 30 |
|
|
2019
Q2 | $1.64M | Sell |
20,822
-375
| -2% | -$29.4K | 0.77% | 26 |
|
|
2019
Q1 | $1.87M | Sell |
21,197
-945
| -4% | -$83.5K | 0.89% | 26 |
|
|
2018
Q4 | $1.48M | Sell |
22,142
-2,670
| -11% | -$178K | 0.76% | 28 |
|
|
2018
Q3 | $2.02M | Sell |
24,812
-35
| -0.1% | -$2.85K | 0.88% | 28 |
|
|
2018
Q2 | $2.01M | Buy |
24,847
+3,396
| +16% | +$274K | 0.95% | 28 |
|
|
2018
Q1 | $2.13M | Buy |
21,451
+268
| +1% | +$26.6K | 1.05% | 28 |
|
|
2017
Q4 | $2.24M | Buy |
+21,183
| New | +$2.24M | 1.12% | 24 |
|