Center for Financial Planning’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 | $1.08M | Buy |
5,945
+231
| +4% | +$42.1K | 0.12% | 60 |
|
|
2025
Q1 | $907K | Buy |
5,714
+186
| +3% | +$29.5K | 0.12% | 63 |
|
|
2024
Q4 | $665K | Hold |
5,528
| – | – | 0.09% | 79 |
|
|
2024
Q3 | $671K | Hold |
5,528
| – | – | 0.09% | 77 |
|
|
2024
Q2 | $560K | Hold |
5,528
| – | – | 0.08% | 81 |
|
|
2024
Q1 | $506K | Buy |
5,528
+250
| +5% | +$22.9K | 0.08% | 87 |
|
|
2023
Q4 | $497K | Hold |
5,278
| – | – | 0.09% | 83 |
|
|
2023
Q3 | $489K | Sell |
5,278
-100
| -2% | -$9.26K | 0.11% | 80 |
|
|
2023
Q2 | $525K | Hold |
5,378
| – | – | 0.11% | 78 |
|
|
2023
Q1 | $523K | Hold |
5,378
| – | – | 0.12% | 75 |
|
|
2022
Q4 | $544K | Hold |
5,378
| – | – | 0.13% | 70 |
|
|
2022
Q3 | $446K | Buy |
5,378
+3,933
| +272% | +$326K | 0.12% | 77 |
|
|
2022
Q2 | $143K | Hold |
1,445
| – | – | 0.04% | 140 |
|
|
2022
Q1 | $136K | Hold |
1,445
| – | – | 0.03% | 151 |
|
|
2021
Q4 | $137K | Hold |
1,445
| – | – | 0.03% | 151 |
|
|
2021
Q3 | $137K | Hold |
1,445
| – | – | 0.03% | 144 |
|
|
2021
Q2 | $143K | Sell |
1,445
-325
| -18% | -$32.2K | 0.04% | 143 |
|
|
2021
Q1 | $157K | Buy |
1,770
+325
| +22% | +$28.8K | 0.04% | 140 |
|
|
2020
Q4 | $120K | Sell |
1,445
-2,910
| -67% | -$242K | 0.03% | 139 |
|
|
2020
Q3 | $327K | Hold |
4,355
| – | – | 0.11% | 86 |
|
|
2020
Q2 | $305K | Hold |
4,355
| – | – | 0.11% | 85 |
|
|
2020
Q1 | $318K | Sell |
4,355
-785
| -15% | -$57.3K | 0.11% | 79 |
|
|
2019
Q4 | $437K | Buy |
+5,140
| New | +$437K | 0.11% | 79 |
|