Capital Advisors Inc’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Sell |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $832K | Buy |
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|
2024
Q3 | $777K | Sell |
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|
2024
Q2 | $702K | Buy |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $595K | Sell |
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $825K | Buy |
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|
2023
Q1 | $695K | Sell |
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|
2022
Q4 | $740K | Buy |
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|
2022
Q3 | $556K | Buy |
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|
2022
Q2 | $607K | Sell |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $691K | Buy |
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|
2021
Q3 | $651K | Sell |
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|
2021
Q2 | $717K | Sell |
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|
2021
Q1 | $649K | Buy |
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|
2020
Q4 | $604K | Sell |
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|
2020
Q3 | $602K | Buy |
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|
2020
Q2 | $521K | Hold |
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|
2020
Q1 | $493K | Sell |
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|
2019
Q4 | $588K | Sell |
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|
2019
Q3 | $551K | Hold |
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|
2019
Q2 | $551K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $474K | Buy |
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|
2018
Q3 | $572K | Hold |
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|
2018
Q2 | $566K | Sell |
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|
2018
Q1 | $707K | Sell |
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|
2017
Q4 | $1.22M | Sell |
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|
2017
Q3 | $1.56M | Sell |
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|
2017
Q2 | $1.66M | Hold |
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|
2017
Q1 | $1.6M | Hold |
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|
2016
Q4 | $1.3M | Buy |
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|
2016
Q3 | $1.37M | Sell |
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|
2016
Q2 | $1.48M | Hold |
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|
2016
Q1 | $1.42M | Buy |
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|
2015
Q4 | $972K | Buy |
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|
2015
Q3 | $567K | Hold |
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|
2015
Q2 | $573K | Hold |
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|
2015
Q1 | $539K | Sell |
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|
2014
Q4 | $599K | Hold |
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|
2014
Q3 | $613K | Buy |
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|
2014
Q2 | $580K | Buy |
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|
2014
Q1 | $561K | Sell |
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|
2013
Q4 | $601K | Hold |
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|
2013
Q3 | $597K | Buy |
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|
2013
Q2 | $580K | Buy |
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