Certified Advisory Corp’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 | $539K | Buy |
2,961
+17
| +0.6% | +$3.1K | 0.06% | 192 |
|
|
2025
Q1 | $467K | Buy |
2,944
+22
| +0.8% | +$3.49K | 0.05% | 197 |
|
|
2024
Q4 | $352K | Buy |
2,922
+5
| +0.2% | +$602 | 0.04% | 231 |
|
|
2024
Q3 | $354K | Buy |
2,917
+126
| +5% | +$15.3K | 0.04% | 233 |
|
|
2024
Q2 | $283K | Buy |
2,791
+25
| +0.9% | +$2.53K | 0.04% | 242 |
|
|
2024
Q1 | $253K | Buy |
2,766
+76
| +3% | +$6.96K | 0.04% | 239 |
|
|
2023
Q4 | $253K | Sell |
2,690
-1,044
| -28% | -$98.2K | 0.04% | 238 |
|
|
2023
Q3 | $346K | Sell |
3,734
-182
| -5% | -$16.8K | 0.06% | 172 |
|
|
2023
Q2 | $382K | Buy |
3,916
+1
| +0% | +$98 | 0.07% | 168 |
|
|
2023
Q1 | $381K | Sell |
3,915
-241
| -6% | -$23.4K | 0.07% | 176 |
|
|
2022
Q4 | $421K | Sell |
4,156
-1,043
| -20% | -$106K | 0.08% | 171 |
|
|
2022
Q3 | $432K | Buy |
5,199
+19
| +0.4% | +$1.58K | 0.1% | 162 |
|
|
2022
Q2 | $511K | Buy |
5,180
+81
| +2% | +$7.99K | 0.11% | 150 |
|
|
2022
Q1 | $479K | Buy |
5,099
+2,240
| +78% | +$210K | 0.1% | 153 |
|
|
2021
Q4 | $272K | Buy |
2,859
+120
| +4% | +$11.4K | 0.06% | 192 |
|
|
2021
Q3 | $260K | Buy |
2,739
+118
| +5% | +$11.2K | 0.06% | 186 |
|
|
2021
Q2 | $260K | Buy |
2,621
+162
| +7% | +$16.1K | 0.07% | 189 |
|
|
2021
Q1 | $218K | Buy |
+2,459
| New | +$218K | 0.06% | 187 |
|
|
2020
Q2 | $231K | Buy |
3,295
+20
| +0.6% | +$1.4K | 0.08% | 172 |
|
|
2020
Q1 | $239K | Sell |
3,275
-26
| -0.8% | -$1.9K | 0.09% | 157 |
|
|
2019
Q4 | $281K | Buy |
3,301
+18
| +0.5% | +$1.53K | 0.09% | 166 |
|
|
2019
Q3 | $249K | Buy |
3,283
+16
| +0.5% | +$1.21K | 0.09% | 165 |
|
|
2019
Q2 | $256K | Sell |
3,267
-84
| -3% | -$6.58K | 0.1% | 155 |
|
|
2019
Q1 | $296K | Buy |
3,351
+764
| +30% | +$67.5K | 0.12% | 132 |
|
|
2018
Q4 | $173K | Buy |
2,587
+258
| +11% | +$17.3K | 0.09% | 154 |
|
|
2018
Q3 | $190K | Buy |
2,329
+14
| +0.6% | +$1.14K | 0.09% | 155 |
|
|
2018
Q2 | $187K | Buy |
2,315
+300
| +15% | +$24.2K | 0.1% | 145 |
|
|
2018
Q1 | $200K | Buy |
2,015
+772
| +62% | +$76.6K | 0.12% | 140 |
|
|
2017
Q4 | $130K | Buy |
+1,243
| New | +$130K | 0.09% | 147 |
|