Commonwealth Financial Services’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 | $515K | Buy |
2,825
+93
| +3% | +$16.9K | 0.1% | 112 |
|
|
2025
Q1 | $434K | Buy |
2,732
+775
| +40% | +$123K | 0.09% | 118 |
|
|
2024
Q4 | $236K | Buy |
1,957
+107
| +6% | +$12.9K | 0.05% | 172 |
|
|
2024
Q3 | $223K | Buy |
+1,850
| New | +$223K | 0.04% | 180 |
|
|
2017
Q1 | $26K | Hold |
227
| – | – | 0.03% | 130 |
|
|
2016
Q4 | $21K | Sell |
227
-274
| -55% | -$25.3K | 0.02% | 131 |
|
|
2016
Q3 | $49K | Sell |
501
-3
| -0.6% | -$293 | 0.05% | 81 |
|
|
2016
Q2 | $51K | Buy |
504
+204
| +68% | +$20.6K | 0.06% | 85 |
|
|
2016
Q1 | $29K | Hold |
300
| – | – | 0.04% | 102 |
|
|
2015
Q4 | $26K | Hold |
300
| – | – | 0.09% | 99 |
|
|
2015
Q3 | $24K | Hold |
300
| – | – | 0.03% | 108 |
|
|
2015
Q2 | $24K | Hold |
300
| – | – | 0.03% | 123 |
|
|
2015
Q1 | $23K | Hold |
300
| – | – | 0.02% | 130 |
|
|
2014
Q4 | $24K | Buy |
+300
| New | +$24K | 0.02% | 117 |
|