Capital Investment Advisory Services’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 | $3.79M | Sell |
20,795
-58
| -0.3% | -$10.6K | 0.31% | 77 |
|
|
2025
Q1 | $3.31M | Buy |
20,853
+1,273
| +7% | +$202K | 0.3% | 82 |
|
|
2024
Q4 | $2.36M | Sell |
19,580
-1,099
| -5% | -$132K | 0.23% | 100 |
|
|
2024
Q3 | $2.51M | Buy |
20,679
+34
| +0.2% | +$4.13K | 0.24% | 97 |
|
|
2024
Q2 | $2.09M | Sell |
20,645
-679
| -3% | -$68.8K | 0.22% | 105 |
|
|
2024
Q1 | $1.95M | Sell |
21,324
-473
| -2% | -$43.3K | 0.21% | 109 |
|
|
2023
Q4 | $2.05M | Buy |
21,797
+11,534
| +112% | +$1.09M | 0.19% | 97 |
|
|
2023
Q3 | $950K | Buy |
10,263
+2,627
| +34% | +$243K | 0.09% | 181 |
|
|
2023
Q2 | $745K | Buy |
7,636
+26
| +0.3% | +$2.54K | 0.07% | 220 |
|
|
2023
Q1 | $740K | Hold |
7,610
| – | – | 0.09% | 199 |
|
|
2022
Q4 | $770K | Buy |
7,610
+2,614
| +52% | +$265K | 0.09% | 201 |
|
|
2022
Q3 | $415K | Sell |
4,996
-99
| -2% | -$8.22K | 0.05% | 283 |
|
|
2022
Q2 | $503K | Sell |
5,095
-76
| -1% | -$7.5K | 0.06% | 259 |
|
|
2022
Q1 | $486K | Buy |
5,171
+369
| +8% | +$34.7K | 0.05% | 291 |
|
|
2021
Q4 | $456K | Buy |
4,802
+541
| +13% | +$51.4K | 0.05% | 292 |
|
|
2021
Q3 | $404K | Buy |
4,261
+125
| +3% | +$11.9K | 0.05% | 299 |
|
|
2021
Q2 | $410K | Buy |
4,136
+185
| +5% | +$18.3K | 0.05% | 310 |
|
|
2021
Q1 | $351K | Buy |
3,951
+196
| +5% | +$17.4K | 0.05% | 310 |
|
|
2020
Q4 | $311K | Buy |
3,755
+1,008
| +37% | +$83.5K | 0.05% | 326 |
|
|
2020
Q3 | $206K | Buy |
+2,747
| New | +$206K | 0.04% | 350 |
|
|
2020
Q1 | – | Sell |
-2,672
| Closed | -$227K | – | 594 |
|
|
2019
Q4 | $227K | Hold |
2,672
| – | – | 0.06% | 278 |
|
|
2019
Q3 | $203K | Sell |
2,672
-2,037
| -43% | -$155K | 0.06% | 263 |
|
|
2019
Q2 | $409K | Buy |
4,709
+2,304
| +96% | +$200K | 0.12% | 171 |
|
|
2019
Q1 | $213K | Sell |
2,405
-59
| -2% | -$5.23K | 0.08% | 208 |
|
|
2018
Q4 | $164K | Buy |
+2,464
| New | +$164K | 0.07% | 220 |
|
|
2018
Q3 | – | Sell |
-2,824
| Closed | -$228K | – | 231 |
|
|
2018
Q2 | $228K | Sell |
2,824
-580
| -17% | -$46.8K | 0.11% | 182 |
|
|
2018
Q1 | $338K | Buy |
3,404
+742
| +28% | +$73.7K | 0.19% | 135 |
|
|
2017
Q4 | $281K | Buy |
2,662
+15
| +0.6% | +$1.58K | 0.16% | 147 |
|
|
2017
Q3 | $294K | Hold |
2,647
| – | – | 0.18% | 135 |
|
|
2017
Q2 | $311K | Buy |
2,647
+126
| +5% | +$14.8K | 0.2% | 114 |
|
|
2017
Q1 | $285K | Buy |
+2,521
| New | +$285K | 0.21% | 113 |
|