Choate Investment Advisors’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 | $916K | Buy |
5,029
+746
| +17% | +$136K | 0.02% | 205 |
|
|
2025
Q1 | $680K | Sell |
4,283
-3,931
| -48% | -$624K | 0.02% | 231 |
|
|
2024
Q4 | $989K | Buy |
8,214
+4,517
| +122% | +$544K | 0.02% | 195 |
|
|
2024
Q3 | $449K | Buy |
3,697
+90
| +2% | +$10.9K | 0.01% | 273 |
|
|
2024
Q2 | $366K | Sell |
3,607
-1,757
| -33% | -$178K | 0.01% | 283 |
|
|
2024
Q1 | $491K | Buy |
5,364
+1,334
| +33% | +$122K | 0.01% | 266 |
|
|
2023
Q4 | $379K | Buy |
4,030
+808
| +25% | +$76K | 0.01% | 278 |
|
|
2023
Q3 | $298K | Sell |
3,222
-1,868
| -37% | -$173K | 0.01% | 295 |
|
|
2023
Q2 | $497K | Buy |
5,090
+1,212
| +31% | +$118K | 0.02% | 206 |
|
|
2023
Q1 | $377K | Buy |
3,878
+630
| +19% | +$61.3K | 0.02% | 207 |
|
|
2022
Q4 | $329K | Hold |
3,248
| – | – | 0.02% | 214 |
|
|
2022
Q3 | $270K | Sell |
3,248
-119
| -4% | -$9.89K | 0.02% | 212 |
|
|
2022
Q2 | $332K | Hold |
3,367
| – | – | 0.02% | 205 |
|
|
2022
Q1 | $316K | Sell |
3,367
-61
| -2% | -$5.73K | 0.02% | 238 |
|
|
2021
Q4 | $326K | Buy |
3,428
+109
| +3% | +$10.4K | 0.02% | 222 |
|
|
2021
Q3 | $315K | Hold |
3,319
| – | – | 0.02% | 217 |
|
|
2021
Q2 | $329K | Sell |
3,319
-1,225
| -27% | -$121K | 0.02% | 211 |
|
|
2021
Q1 | $403K | Sell |
4,544
-183
| -4% | -$16.2K | 0.02% | 194 |
|
|
2020
Q4 | $392K | Buy |
4,727
+183
| +4% | +$15.2K | 0.02% | 184 |
|
|
2020
Q3 | $341K | Sell |
4,544
-1,141
| -20% | -$85.6K | 0.02% | 193 |
|
|
2020
Q2 | $398K | Sell |
5,685
-791
| -12% | -$55.4K | 0.03% | 174 |
|
|
2020
Q1 | $472K | Sell |
6,476
-1,050
| -14% | -$76.5K | 0.04% | 150 |
|
|
2019
Q4 | $640K | Hold |
7,526
| – | – | 0.04% | 141 |
|
|
2019
Q3 | $571K | Buy |
7,526
+71
| +1% | +$5.39K | 0.04% | 149 |
|
|
2019
Q2 | $585K | Sell |
7,455
-452
| -6% | -$35.5K | 0.04% | 146 |
|
|
2019
Q1 | $699K | Buy |
7,907
+2,106
| +36% | +$186K | 0.04% | 136 |
|
|
2018
Q4 | $387K | Sell |
5,801
-838
| -13% | -$55.9K | 0.02% | 164 |
|
|
2018
Q3 | $541K | Buy |
6,639
+849
| +15% | +$69.2K | 0.03% | 133 |
|
|
2018
Q2 | $467K | Sell |
5,790
-2,275
| -28% | -$183K | 0.03% | 162 |
|
|
2018
Q1 | $802K | Sell |
8,065
-3,122
| -28% | -$310K | 0.04% | 134 |
|
|
2017
Q4 | $1.18M | Sell |
11,187
-307
| -3% | -$32.4K | 0.06% | 115 |
|
|
2017
Q3 | $1.28M | Sell |
11,494
-323
| -3% | -$35.9K | 0.07% | 104 |
|
|
2017
Q2 | $1.39M | Sell |
11,817
-345
| -3% | -$40.5K | 0.08% | 100 |
|
|
2017
Q1 | $1.37M | Sell |
12,162
-808
| -6% | -$91.2K | 0.08% | 96 |
|
|
2016
Q4 | $1.19M | Sell |
12,970
-988
| -7% | -$90.4K | 0.08% | 103 |
|
|
2016
Q3 | $1.36M | Buy |
13,958
+2,417
| +21% | +$235K | 0.09% | 99 |
|
|
2016
Q2 | $1.17M | Buy |
11,541
+184
| +2% | +$18.7K | 0.08% | 99 |
|
|
2016
Q1 | $1.11M | Buy |
11,357
+200
| +2% | +$19.6K | 0.08% | 102 |
|
|
2015
Q4 | $909K | Buy |
11,157
+1,775
| +19% | +$145K | 0.07% | 124 |
|
|
2015
Q3 | $744K | Buy |
9,382
+602
| +7% | +$47.8K | 0.05% | 125 |
|
|
2015
Q2 | $704K | Sell |
8,780
-485
| -5% | -$38.9K | 0.04% | 131 |
|
|
2015
Q1 | $698K | Sell |
9,265
-1,892
| -17% | -$143K | 0.04% | 144 |
|
|
2014
Q4 | $909K | Sell |
11,157
-1,420
| -11% | -$116K | 0.05% | 123 |
|
|
2014
Q3 | $1.05M | Sell |
12,577
-275
| -2% | -$22.9K | 0.06% | 118 |
|
|
2014
Q2 | $1.08M | Buy |
12,852
+1,150
| +10% | +$97K | 0.06% | 118 |
|
|
2014
Q1 | $958K | Sell |
11,702
-1,583
| -12% | -$130K | 0.06% | 130 |
|
|
2013
Q4 | $1.16M | Buy |
13,285
+2,239
| +20% | +$195K | 0.08% | 110 |
|
|
2013
Q3 | $956K | Sell |
11,046
-818
| -7% | -$70.8K | 0.07% | 120 |
|
|
2013
Q2 | $1.03M | Buy |
+11,864
| New | +$1.03M | 0.08% | 117 |
|