Cambridge Investment Research Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.1M | Sell |
225,638
-29,046
| -11% | -$5.29M | 0.13% | 149 |
|
|
2025
Q1 | $40.4M | Buy |
254,684
+31,973
| +14% | +$5.08M | 0.14% | 144 |
|
|
2024
Q4 | $26.8M | Sell |
222,711
-15,102
| -6% | -$1.82M | 0.09% | 218 |
|
|
2024
Q3 | $28.9M | Buy |
237,813
+58,962
| +33% | +$7.16M | 0.1% | 201 |
|
|
2024
Q2 | $18.1M | Buy |
178,851
+3,288
| +2% | +$333K | 0.07% | 282 |
|
|
2024
Q1 | $16.1M | Buy |
175,563
+9,205
| +6% | +$843K | 0.06% | 307 |
|
|
2023
Q4 | $15.7M | Sell |
166,358
-20,951
| -11% | -$1.97M | 0.07% | 285 |
|
|
2023
Q3 | $17.3M | Sell |
187,309
-13,129
| -7% | -$1.22M | 0.08% | 244 |
|
|
2023
Q2 | $19.6M | Buy |
200,438
+24,207
| +14% | +$2.36M | 0.09% | 223 |
|
|
2023
Q1 | $17.1M | Buy |
176,231
+14,467
| +9% | +$1.41M | 0.08% | 235 |
|
|
2022
Q4 | $16.4M | Buy |
161,764
+9,610
| +6% | +$973K | 0.08% | 233 |
|
|
2022
Q3 | $12.6M | Sell |
152,154
-1,576
| -1% | -$131K | 0.07% | 271 |
|
|
2022
Q2 | $15.2M | Buy |
153,730
+5,883
| +4% | +$581K | 0.08% | 243 |
|
|
2022
Q1 | $13.9M | Buy |
147,847
+7,020
| +5% | +$659K | 0.06% | 293 |
|
|
2021
Q4 | $13.4M | Buy |
140,827
+1,542
| +1% | +$146K | 0.06% | 296 |
|
|
2021
Q3 | $13.2M | Sell |
139,285
-4,016
| -3% | -$381K | 0.07% | 291 |
|
|
2021
Q2 | $14.2M | Buy |
143,301
+2,475
| +2% | +$245K | 0.07% | 278 |
|
|
2021
Q1 | $12.5M | Buy |
140,826
+12,806
| +10% | +$1.14M | 0.07% | 277 |
|
|
2020
Q4 | $10.6M | Sell |
128,020
-7,328
| -5% | -$607K | 0.06% | 292 |
|
|
2020
Q3 | $10.2M | Buy |
135,348
+4,873
| +4% | +$365K | 0.07% | 267 |
|
|
2020
Q2 | $9.14M | Buy |
130,475
+12,796
| +11% | +$896K | 0.07% | 272 |
|
|
2020
Q1 | $8.59M | Sell |
117,679
-1,463
| -1% | -$107K | 0.08% | 233 |
|
|
2019
Q4 | $10.1M | Buy |
119,142
+713
| +0.6% | +$60.7K | 0.08% | 248 |
|
|
2019
Q3 | $8.99M | Sell |
118,429
-1,212
| -1% | -$92K | 0.08% | 253 |
|
|
2019
Q2 | $9.4M | Buy |
119,641
+6,857
| +6% | +$538K | 0.09% | 237 |
|
|
2019
Q1 | $9.97M | Sell |
112,784
-124
| -0.1% | -$11K | 0.1% | 207 |
|
|
2018
Q4 | $7.54M | Sell |
112,908
-7,620
| -6% | -$509K | 0.08% | 230 |
|
|
2018
Q3 | $9.83M | Buy |
120,528
+252
| +0.2% | +$20.5K | 0.09% | 213 |
|
|
2018
Q2 | $9.71M | Sell |
120,276
-35,042
| -23% | -$2.83M | 0.1% | 195 |
|
|
2018
Q1 | $15.4M | Sell |
155,318
-1,567
| -1% | -$156K | 0.17% | 123 |
|
|
2017
Q4 | $16.6M | Buy |
156,885
+19,393
| +14% | +$2.05M | 0.2% | 113 |
|
|
2017
Q3 | $15.3M | Buy |
137,492
+8,151
| +6% | +$905K | 0.21% | 97 |
|
|
2017
Q2 | $15.2M | Sell |
129,341
-688
| -0.5% | -$80.8K | 0.22% | 87 |
|
|
2017
Q1 | $14.7M | Buy |
130,029
+8,010
| +7% | +$904K | 0.25% | 80 |
|
|
2016
Q4 | $11.2M | Sell |
122,019
-1,769
| -1% | -$162K | 0.21% | 98 |
|
|
2016
Q3 | $12M | Buy |
123,788
+857
| +0.7% | +$83.3K | 0.22% | 90 |
|
|
2016
Q2 | $12.5M | Buy |
122,931
+16,755
| +16% | +$1.7M | 0.26% | 80 |
|
|
2016
Q1 | $10.4M | Buy |
106,176
+10,334
| +11% | +$1.01M | 0.24% | 81 |
|
|
2015
Q4 | $8.43M | Buy |
95,842
+4,146
| +5% | +$364K | 0.2% | 108 |
|
|
2015
Q3 | $7.27M | Buy |
91,696
+492
| +0.5% | +$39K | 0.21% | 99 |
|
|
2015
Q2 | $7.31M | Buy |
91,204
+6,085
| +7% | +$488K | 0.2% | 104 |
|
|
2015
Q1 | $6.41M | Sell |
85,119
-774
| -0.9% | -$58.3K | 0.18% | 115 |
|
|
2014
Q4 | $7M | Sell |
85,893
-437
| -0.5% | -$35.6K | 0.22% | 101 |
|
|
2014
Q3 | $7.2M | Buy |
86,330
+10,682
| +14% | +$891K | 0.21% | 102 |
|
|
2014
Q2 | $6.38M | Buy |
75,648
+3,096
| +4% | +$261K | 0.22% | 100 |
|
|
2014
Q1 | $5.94M | Buy |
72,552
+1,190
| +2% | +$97.4K | 0.22% | 100 |
|
|
2013
Q4 | $6.22M | Buy |
71,362
+8,588
| +14% | +$748K | 0.25% | 83 |
|
|
2013
Q3 | $5.44M | Buy |
62,774
+1,792
| +3% | +$155K | 0.24% | 93 |
|
|
2013
Q2 | $5.28M | Buy |
+60,982
| New | +$5.28M | 0.27% | 80 |
|