CIBC Private Wealth Group’s Philip Morris PM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.9M Buy
71,066
+1,030
+1% +$188K 0.02% 322
2025
Q1
$10.5M Sell
70,036
-2,035
-3% -$304K 0.02% 320
2024
Q4
$8.78M Sell
72,071
-3,648
-5% -$445K 0.02% 349
2024
Q3
$9.19M Buy
75,719
+18,946
+33% +$2.3M 0.02% 352
2024
Q2
$5.82M Sell
56,773
-456
-0.8% -$46.8K 0.01% 387
2024
Q1
$5.23M Buy
57,229
+1,728
+3% +$158K 0.01% 403
2023
Q4
$5.22M Buy
55,501
+1,844
+3% +$173K 0.01% 383
2023
Q3
$4.97M Sell
53,657
-3,556
-6% -$329K 0.01% 379
2023
Q2
$5.59M Sell
57,213
-9,838
-15% -$960K 0.01% 386
2023
Q1
$6.29M Buy
67,051
+6,693
+11% +$628K 0.01% 367
2022
Q4
$2.46M Sell
60,358
-3,922
-6% -$160K 0.01% 398
2022
Q3
$5.34M Sell
64,280
-1,313
-2% -$109K 0.01% 362
2022
Q2
$6.48M Sell
65,593
-1,043
-2% -$103K 0.02% 349
2022
Q1
$6.26M Sell
66,636
-32,835
-33% -$3.08M 0.01% 378
2021
Q4
$9.45M Buy
99,471
+41,935
+73% +$3.98M 0.02% 333
2021
Q3
$5.45M Sell
57,536
-59,127
-51% -$5.6M 0.01% 381
2021
Q2
$11.6M Sell
116,663
-2,014
-2% -$200K 0.03% 328
2021
Q1
$10.5M Buy
118,677
+2,731
+2% +$242K 0.03% 323
2020
Q4
$9.6M Sell
115,946
-3,125
-3% -$259K 0.03% 328
2020
Q3
$8.71M Buy
119,071
+73,428
+161% +$5.37M 0.03% 312
2020
Q2
$3.2M Sell
45,643
-78,103
-63% -$5.47M 0.02% 335
2020
Q1
$9.03M Buy
123,746
+52,841
+75% +$3.85M 0.04% 260
2019
Q4
$6.03M Sell
70,905
-11,802
-14% -$1M 0.02% 344
2019
Q3
$6.28M Buy
82,707
+9,765
+13% +$741K 0.02% 326
2019
Q2
$5.73M Buy
72,942
+1,007
+1% +$79.1K 0.02% 348
2019
Q1
$6.36M Buy
71,935
+5,581
+8% +$493K 0.02% 336
2018
Q4
$4.43M Sell
66,354
-27,519
-29% -$1.84M 0.02% 353
2018
Q3
$7.65M Sell
93,873
-4,860
-5% -$396K 0.03% 328
2018
Q2
$7.97M Sell
98,733
-21,236
-18% -$1.71M 0.03% 307
2018
Q1
$11.9M Sell
119,969
-1,242
-1% -$123K 0.05% 267
2017
Q4
$12.8M Buy
121,211
+6,688
+6% +$707K 0.05% 262
2017
Q3
$12.7M Buy
114,523
+43,704
+62% +$4.85M 0.06% 254
2017
Q2
$8.32M Sell
70,819
-15,178
-18% -$1.78M 0.05% 231
2017
Q1
$9.71M Buy
85,997
+2,865
+3% +$323K 0.06% 219
2016
Q4
$7.61M Sell
83,132
-7,141
-8% -$653K 0.05% 243
2016
Q3
$8.78M Sell
90,273
-5,447
-6% -$529K 0.06% 228
2016
Q2
$9.74M Buy
95,720
+18,135
+23% +$1.84M 0.07% 204
2016
Q1
$7.61M Buy
77,585
+4,657
+6% +$457K 0.06% 224
2015
Q4
$6.41M Buy
72,928
+93
+0.1% +$8.18K 0.05% 240
2015
Q3
$5.78M Sell
72,835
-2,197
-3% -$174K 0.05% 259
2015
Q2
$6.02M Sell
75,032
-26,790
-26% -$2.15M 0.04% 274
2015
Q1
$7.67M Buy
101,822
+7,436
+8% +$560K 0.06% 238
2014
Q4
$7.69M Sell
94,386
-3,325
-3% -$271K 0.06% 228
2014
Q3
$8.15M Buy
97,711
+23,593
+32% +$1.97M 0.06% 217
2014
Q2
$6.25M Buy
74,118
+10,294
+16% +$868K 0.05% 248
2014
Q1
$5.26M Buy
+63,824
New +$5.26M 0.04% 258