Capital Investment Advisors’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 | $13.1M | Sell |
71,876
-1,043
| -1% | -$190K | 0.23% | 93 |
|
|
2025
Q1 | $11.6M | Buy |
72,919
+1,821
| +3% | +$289K | 0.23% | 94 |
|
|
2024
Q4 | $8.56M | Sell |
71,098
-74
| -0.1% | -$8.91K | 0.17% | 109 |
|
|
2024
Q3 | $8.64M | Sell |
71,172
-580
| -0.8% | -$70.4K | 0.18% | 111 |
|
|
2024
Q2 | $7.27M | Sell |
71,752
-270
| -0.4% | -$27.4K | 0.16% | 111 |
|
|
2024
Q1 | $6.6M | Hold |
72,022
| – | – | 0.15% | 115 |
|
|
2023
Q4 | $6.78M | Sell |
72,022
-95
| -0.1% | -$8.94K | 0.17% | 111 |
|
|
2023
Q3 | $6.68M | Sell |
72,117
-662
| -0.9% | -$61.3K | 0.18% | 105 |
|
|
2023
Q2 | $7.1M | Sell |
72,779
-98
| -0.1% | -$9.57K | 0.22% | 92 |
|
|
2023
Q1 | $7.09M | Sell |
72,877
-2,602
| -3% | -$253K | 0.21% | 97 |
|
|
2022
Q4 | $7.64M | Sell |
75,479
-380
| -0.5% | -$38.5K | 0.23% | 94 |
|
|
2022
Q3 | $6.3M | Buy |
75,859
+249
| +0.3% | +$20.7K | 0.22% | 98 |
|
|
2022
Q2 | $7.47M | Sell |
75,610
-682
| -0.9% | -$67.3K | 0.25% | 91 |
|
|
2022
Q1 | $7.17M | Sell |
76,292
-46
| -0.1% | -$4.32K | 0.22% | 100 |
|
|
2021
Q4 | $7.25M | Buy |
76,338
+674
| +0.9% | +$64K | 0.22% | 95 |
|
|
2021
Q3 | $7.17M | Sell |
75,664
-403
| -0.5% | -$38.2K | 0.24% | 87 |
|
|
2021
Q2 | $7.54M | Sell |
76,067
-86
| -0.1% | -$8.52K | 0.26% | 82 |
|
|
2021
Q1 | $6.76M | Buy |
76,153
+85
| +0.1% | +$7.54K | 0.25% | 82 |
|
|
2020
Q4 | $6.3M | Sell |
76,068
-690
| -0.9% | -$57.1K | 0.26% | 79 |
|
|
2020
Q3 | $5.76M | Buy |
76,758
+119
| +0.2% | +$8.92K | 0.27% | 76 |
|
|
2020
Q2 | $5.37M | Buy |
76,639
+1,409
| +2% | +$98.7K | 0.28% | 77 |
|
|
2020
Q1 | $5.49M | Sell |
75,230
-2,590
| -3% | -$189K | 0.35% | 65 |
|
|
2019
Q4 | $6.62M | Buy |
77,820
+2,947
| +4% | +$251K | 0.32% | 80 |
|
|
2019
Q3 | $5.69M | Buy |
74,873
+522
| +0.7% | +$39.6K | 0.3% | 82 |
|
|
2019
Q2 | $5.84M | Buy |
74,351
+395
| +0.5% | +$31K | 0.32% | 79 |
|
|
2019
Q1 | $6.54M | Buy |
73,956
+6,309
| +9% | +$558K | 0.38% | 66 |
|
|
2018
Q4 | $4.52M | Buy |
67,647
+283
| +0.4% | +$18.9K | 0.3% | 75 |
|
|
2018
Q3 | $5.49M | Buy |
67,364
+1,310
| +2% | +$107K | 0.32% | 66 |
|
|
2018
Q2 | $5.33M | Buy |
66,054
+88
| +0.1% | +$7.11K | 0.33% | 66 |
|
|
2018
Q1 | $6.56M | Buy |
65,966
+1,018
| +2% | +$101K | 0.43% | 55 |
|
|
2017
Q4 | $6.86M | Sell |
64,948
-284
| -0.4% | -$30K | 0.45% | 51 |
|
|
2017
Q3 | $7.24M | Buy |
65,232
+378
| +0.6% | +$42K | 0.5% | 48 |
|
|
2017
Q2 | $7.62M | Sell |
64,854
-1,136
| -2% | -$133K | 0.55% | 43 |
|
|
2017
Q1 | $7.45M | Sell |
65,990
-193
| -0.3% | -$21.8K | 0.57% | 41 |
|
|
2016
Q4 | $6.06M | Sell |
66,183
-792
| -1% | -$72.5K | 0.51% | 47 |
|
|
2016
Q3 | $6.51M | Sell |
66,975
-121
| -0.2% | -$11.8K | 0.57% | 40 |
|
|
2016
Q2 | $6.83M | Sell |
67,096
-3,580
| -5% | -$364K | 0.64% | 38 |
|
|
2016
Q1 | $6.93M | Buy |
70,676
+6,674
| +10% | +$655K | 0.68% | 37 |
|
|
2015
Q4 | $5.63M | Buy |
64,002
+6,876
| +12% | +$604K | 0.58% | 44 |
|
|
2015
Q3 | $4.53M | Buy |
57,126
+3,787
| +7% | +$300K | 0.51% | 46 |
|
|
2015
Q2 | $4.28M | Buy |
53,339
+212
| +0.4% | +$17K | 0.46% | 51 |
|
|
2015
Q1 | $4M | Sell |
53,127
-550
| -1% | -$41.4K | 0.42% | 54 |
|
|
2014
Q4 | $4.37M | Buy |
53,677
+966
| +2% | +$78.7K | 0.48% | 51 |
|
|
2014
Q3 | $4.4M | Sell |
52,711
-364
| -0.7% | -$30.4K | 0.5% | 55 |
|
|
2014
Q2 | $4.48M | Sell |
53,075
-1,081
| -2% | -$91.1K | 0.51% | 56 |
|
|
2014
Q1 | $4.43M | Buy |
54,156
+814
| +2% | +$66.6K | 0.56% | 49 |
|
|
2013
Q4 | $4.65M | Buy |
+53,342
| New | +$4.65M | 0.62% | 45 |
|