Cetera Investment Advisers’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
611,612
+5,204
| +0.9% | +$948K | 0.19% | 100 |
|
|
2025
Q1 | $96.3M | Buy |
606,408
+70,774
| +13% | +$11.2M | 0.19% | 102 |
|
|
2024
Q4 | $64.5M | Buy |
535,634
+21,434
| +4% | +$2.58M | 0.13% | 154 |
|
|
2024
Q3 | $62.4M | Buy |
514,200
+25,636
| +5% | +$3.11M | 0.14% | 152 |
|
|
2024
Q2 | $49.5M | Buy |
488,564
+7,241
| +2% | +$734K | 0.11% | 166 |
|
|
2024
Q1 | $44.1M | Buy |
481,323
+365,896
| +317% | +$33.5M | 0.1% | 192 |
|
|
2023
Q4 | $10.9M | Sell |
115,427
-7,570
| -6% | -$712K | 0.09% | 208 |
|
|
2023
Q3 | $11.4M | Buy |
122,997
+2,103
| +2% | +$195K | 0.1% | 191 |
|
|
2023
Q2 | $11.8M | Buy |
120,894
+1,764
| +1% | +$172K | 0.1% | 185 |
|
|
2023
Q1 | $11.6M | Buy |
119,130
+9,987
| +9% | +$971K | 0.1% | 187 |
|
|
2022
Q4 | $11M | Buy |
109,143
+49,897
| +84% | +$5.05M | 0.1% | 192 |
|
|
2022
Q3 | $4.92M | Sell |
59,246
-3,872
| -6% | -$321K | 0.1% | 215 |
|
|
2022
Q2 | $6.23M | Buy |
63,118
+3,827
| +6% | +$378K | 0.1% | 219 |
|
|
2022
Q1 | $5.57M | Sell |
59,291
-13,928
| -19% | -$1.31M | 0.08% | 259 |
|
|
2021
Q4 | $6.96M | Buy |
73,219
+18,907
| +35% | +$1.8M | 0.1% | 223 |
|
|
2021
Q3 | $5.15M | Sell |
54,312
-2,343
| -4% | -$222K | 0.08% | 266 |
|
|
2021
Q2 | $5.62M | Buy |
56,655
+9,695
| +21% | +$961K | 0.09% | 249 |
|
|
2021
Q1 | $4.17M | Sell |
46,960
-20,424
| -30% | -$1.81M | 0.08% | 260 |
|
|
2020
Q4 | $5.58M | Buy |
67,384
+40,378
| +150% | +$3.34M | 0.11% | 199 |
|
|
2020
Q3 | $2.03M | Buy |
27,006
+11,143
| +70% | +$836K | 0.17% | 149 |
|
|
2020
Q2 | $1.11M | Buy |
15,863
+742
| +5% | +$52K | 0.1% | 219 |
|
|
2020
Q1 | $1.1M | Sell |
15,121
-89
| -0.6% | -$6.49K | 0.14% | 174 |
|
|
2019
Q4 | $1.3M | Buy |
15,210
+423
| +3% | +$36.2K | 0.13% | 174 |
|
|
2019
Q3 | $1.13M | Buy |
14,787
+976
| +7% | +$74.5K | 0.14% | 168 |
|
|
2019
Q2 | $1.09M | Buy |
13,811
+747
| +6% | +$59K | 0.14% | 164 |
|
|
2019
Q1 | $1.16M | Buy |
13,064
+1,915
| +17% | +$170K | 0.16% | 148 |
|
|
2018
Q4 | $746K | Sell |
11,149
-927
| -8% | -$62K | 0.12% | 183 |
|
|
2018
Q3 | $981K | Buy |
12,076
+3,231
| +37% | +$262K | 0.14% | 163 |
|
|
2018
Q2 | $711K | Sell |
8,845
-1,499
| -14% | -$120K | 0.13% | 192 |
|
|
2018
Q1 | $1.03M | Sell |
10,344
-337
| -3% | -$33.5K | 0.19% | 138 |
|
|
2017
Q4 | $1.13M | Buy |
10,681
+306
| +3% | +$32.5K | 0.21% | 126 |
|
|
2017
Q3 | $1.15M | Sell |
10,375
-1,771
| -15% | -$197K | 0.26% | 102 |
|
|
2017
Q2 | $1.43M | Sell |
12,146
-248
| -2% | -$29.2K | 0.35% | 81 |
|
|
2017
Q1 | $1.4M | Sell |
12,394
-263
| -2% | -$29.7K | 0.39% | 70 |
|
|
2016
Q4 | $1.16M | Buy |
12,657
+3,550
| +39% | +$325K | 0.39% | 75 |
|
|
2016
Q3 | $883K | Sell |
9,107
-8,906
| -49% | -$864K | 0.38% | 74 |
|
|
2016
Q2 | $1.83M | Buy |
18,013
+13
| +0.1% | +$1.32K | 0.72% | 36 |
|
|
2016
Q1 | $1.77M | Buy |
18,000
+436
| +2% | +$42.8K | 0.77% | 32 |
|
|
2015
Q4 | $1.54M | Buy |
+17,564
| New | +$1.54M | 0.71% | 37 |
|