Cooper Financial Group’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 | $1.59M | Sell |
8,725
-1,678
| -16% | -$306K | 0.19% | 94 |
|
|
2025
Q1 | $1.65M | Buy |
10,403
+2,361
| +29% | +$375K | 0.22% | 94 |
|
|
2024
Q4 | $968K | Buy |
8,042
+1,008
| +14% | +$121K | 0.12% | 148 |
|
|
2024
Q3 | $854K | Sell |
7,034
-1,719
| -20% | -$209K | 0.11% | 160 |
|
|
2024
Q2 | $887K | Sell |
8,753
-4,148
| -32% | -$420K | 0.13% | 140 |
|
|
2024
Q1 | $1.18M | Sell |
12,901
-1,545
| -11% | -$142K | 0.19% | 101 |
|
|
2023
Q4 | $1.36M | Buy |
14,446
+299
| +2% | +$28.1K | 0.25% | 75 |
|
|
2023
Q3 | $1.31M | Buy |
14,147
+523
| +4% | +$48.4K | 0.31% | 74 |
|
|
2023
Q2 | $1.33M | Buy |
13,624
+403
| +3% | +$39.3K | 0.33% | 73 |
|
|
2023
Q1 | $1.29M | Buy |
13,221
+2,134
| +19% | +$208K | 0.35% | 71 |
|
|
2022
Q4 | $1.12M | Buy |
11,087
+907
| +9% | +$91.8K | 0.34% | 71 |
|
|
2022
Q3 | $845K | Buy |
10,180
+1,332
| +15% | +$111K | 0.3% | 81 |
|
|
2022
Q2 | $874K | Buy |
8,848
+1,550
| +21% | +$153K | 0.32% | 83 |
|
|
2022
Q1 | $686K | Buy |
7,298
+722
| +11% | +$67.9K | 0.26% | 88 |
|
|
2021
Q4 | $625K | Sell |
6,576
-2,206
| -25% | -$210K | 0.24% | 98 |
|
|
2021
Q3 | $832K | Buy |
8,782
+121
| +1% | +$11.5K | 0.17% | 89 |
|
|
2021
Q2 | $858K | Buy |
8,661
+391
| +5% | +$38.7K | 0.17% | 86 |
|
|
2021
Q1 | $734K | Sell |
8,270
-511
| -6% | -$45.4K | 0.17% | 88 |
|
|
2020
Q4 | $727K | Buy |
8,781
+1,113
| +15% | +$92.1K | 0.15% | 116 |
|
|
2020
Q3 | $575K | Buy |
7,668
+329
| +4% | +$24.7K | 0.17% | 86 |
|
|
2020
Q2 | $514K | Buy |
7,339
+700
| +11% | +$49K | 0.17% | 85 |
|
|
2020
Q1 | $484K | Buy |
6,639
+1,821
| +38% | +$133K | 0.2% | 71 |
|
|
2019
Q4 | $410K | Buy |
4,818
+1,364
| +39% | +$116K | 0.16% | 85 |
|
|
2019
Q3 | $262K | Sell |
3,454
-926
| -21% | -$70.2K | 0.12% | 112 |
|
|
2019
Q2 | $344K | Buy |
4,380
+1,437
| +49% | +$113K | 0.17% | 83 |
|
|
2019
Q1 | $260K | Buy |
+2,943
| New | +$260K | 0.14% | 87 |
|