Chesapeake Wealth Management’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 | $767K | Sell |
4,211
-25
| -0.6% | -$4.55K | 0.26% | 86 |
|
|
2025
Q1 | $672K | Hold |
4,236
| – | – | 0.24% | 96 |
|
|
2024
Q4 | $510K | Sell |
4,236
-147
| -3% | -$17.7K | 0.17% | 108 |
|
|
2024
Q3 | $532K | Buy |
4,383
+252
| +6% | +$30.6K | 0.18% | 104 |
|
|
2024
Q2 | $419K | Sell |
4,131
-200
| -5% | -$20.3K | 0.15% | 108 |
|
|
2024
Q1 | $397K | Sell |
4,331
-280
| -6% | -$25.7K | 0.14% | 116 |
|
|
2023
Q4 | $434K | Sell |
4,611
-20
| -0.4% | -$1.88K | 0.17% | 110 |
|
|
2023
Q3 | $429K | Sell |
4,631
-65
| -1% | -$6.02K | 0.18% | 105 |
|
|
2023
Q2 | $458K | Sell |
4,696
-60
| -1% | -$5.86K | 0.18% | 103 |
|
|
2023
Q1 | $463K | Buy |
4,756
+25
| +0.5% | +$2.43K | 0.19% | 105 |
|
|
2022
Q4 | $479K | Sell |
4,731
-30
| -0.6% | -$3.04K | 0.21% | 104 |
|
|
2022
Q3 | $395K | Buy |
4,761
+200
| +4% | +$16.6K | 0.18% | 111 |
|
|
2022
Q2 | $450K | Buy |
4,561
+61
| +1% | +$6.02K | 0.19% | 113 |
|
|
2022
Q1 | $423K | Sell |
4,500
-100
| -2% | -$9.4K | 0.15% | 128 |
|
|
2021
Q4 | $437K | Sell |
4,600
-191
| -4% | -$18.1K | 0.15% | 135 |
|
|
2021
Q3 | $454K | Sell |
4,791
-961
| -17% | -$91.1K | 0.16% | 130 |
|
|
2021
Q2 | $570K | Hold |
5,752
| – | – | 0.18% | 118 |
|
|
2021
Q1 | $510K | Sell |
5,752
-55
| -0.9% | -$4.88K | 0.17% | 128 |
|
|
2020
Q4 | $481K | Sell |
5,807
-100
| -2% | -$8.28K | 0.16% | 131 |
|
|
2020
Q3 | $443K | Sell |
5,907
-75
| -1% | -$5.63K | 0.17% | 128 |
|
|
2020
Q2 | $419K | Sell |
5,982
-90
| -1% | -$6.3K | 0.17% | 131 |
|
|
2020
Q1 | $443K | Sell |
6,072
-175
| -3% | -$12.8K | 0.2% | 106 |
|
|
2019
Q4 | $532K | Sell |
6,247
-1,133
| -15% | -$96.5K | 0.21% | 113 |
|
|
2019
Q3 | $561K | Sell |
7,380
-790
| -10% | -$60.1K | 0.23% | 109 |
|
|
2019
Q2 | $642K | Sell |
8,170
-2,199
| -21% | -$173K | 0.27% | 104 |
|
|
2019
Q1 | $916K | Sell |
10,369
-1,160
| -10% | -$102K | 0.4% | 68 |
|
|
2018
Q4 | $769K | Sell |
11,529
-2,317
| -17% | -$155K | 0.38% | 72 |
|
|
2018
Q3 | $1.13M | Sell |
13,846
-2,561
| -16% | -$209K | 0.5% | 51 |
|
|
2018
Q2 | $1.32M | Sell |
16,407
-3,016
| -16% | -$243K | 0.61% | 49 |
|
|
2018
Q1 | $1.93M | Buy |
+19,423
| New | +$1.93M | 0.89% | 29 |
|