Cornerstone 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 | $2.77M | Buy |
15,232
+2,286
| +18% | +$416K | 0.17% | 126 |
|
|
2025
Q1 | $2.05M | Buy |
12,946
+779
| +6% | +$124K | 0.14% | 145 |
|
|
2024
Q4 | $1.46M | Buy |
12,167
+264
| +2% | +$31.8K | 0.1% | 168 |
|
|
2024
Q3 | $1.44M | Sell |
11,903
-139
| -1% | -$16.9K | 0.1% | 168 |
|
|
2024
Q2 | $1.22M | Buy |
12,042
+200
| +2% | +$20.3K | 0.09% | 175 |
|
|
2024
Q1 | $1.09M | Sell |
11,842
-123
| -1% | -$11.3K | 0.09% | 189 |
|
|
2023
Q4 | $1.13M | Sell |
11,965
-1,625
| -12% | -$153K | 0.1% | 179 |
|
|
2023
Q3 | $1.26M | Sell |
13,590
-570
| -4% | -$52.8K | 0.12% | 155 |
|
|
2023
Q2 | $1.38M | Buy |
14,160
+772
| +6% | +$75.4K | 0.12% | 152 |
|
|
2023
Q1 | $1.3M | Buy |
+13,388
| New | +$1.3M | 0.13% | 147 |
|
|
2022
Q3 | $1.06M | Buy |
12,795
+151
| +1% | +$12.5K | 0.12% | 150 |
|
|
2022
Q2 | $1.25M | Sell |
12,644
-103
| -0.8% | -$10.2K | 0.14% | 138 |
|
|
2022
Q1 | $1.2M | Sell |
12,747
-1,094
| -8% | -$103K | 0.12% | 152 |
|
|
2021
Q4 | $1.32M | Buy |
13,841
+212
| +2% | +$20.2K | 0.13% | 156 |
|
|
2021
Q3 | $1.29M | Buy |
13,629
+94
| +0.7% | +$8.91K | 0.14% | 150 |
|
|
2021
Q2 | $1.34M | Buy |
13,535
+107
| +0.8% | +$10.6K | 0.14% | 149 |
|
|
2021
Q1 | $1.19M | Sell |
13,428
-235
| -2% | -$20.9K | 0.14% | 149 |
|
|
2020
Q4 | $1.13M | Hold |
13,663
| – | – | 0.14% | 142 |
|
|
2020
Q3 | $1.03M | Sell |
13,663
-6
| -0% | -$450 | 0.15% | 131 |
|
|
2020
Q2 | $958K | Buy |
13,669
+794
| +6% | +$55.6K | 0.15% | 139 |
|
|
2020
Q1 | $939K | Buy |
12,875
+697
| +6% | +$50.8K | 0.18% | 110 |
|
|
2019
Q4 | $1.04M | Sell |
12,178
-1,133
| -9% | -$96.4K | 0.17% | 126 |
|
|
2019
Q3 | $1.01M | Sell |
13,311
-1,228
| -8% | -$93.3K | 0.18% | 126 |
|
|
2019
Q2 | $1.14M | Buy |
14,539
+1,173
| +9% | +$92.1K | 0.21% | 105 |
|
|
2019
Q1 | $882K | Sell |
13,366
-586
| -4% | -$38.7K | 0.11% | 198 |
|
|
2018
Q4 | $930K | Sell |
13,952
-1,598,277
| -99% | -$107M | 0.2% | 102 |
|
|
2018
Q3 | $14.2M | Buy |
1,612,229
+817,980
| +103% | +$7.21M | 0.18% | 128 |
|
|
2018
Q2 | $9.9M | Buy |
794,249
+783,894
| +7,570% | +$9.77M | 0.11% | 195 |
|
|
2018
Q1 | $1.01M | Buy |
10,355
+281
| +3% | +$27.5K | 0.19% | 111 |
|
|
2017
Q4 | $1.05M | Sell |
10,074
-4,146
| -29% | -$430K | 0.2% | 110 |
|
|
2017
Q3 | $1.61M | Buy |
14,220
+650
| +5% | +$73.6K | 0.33% | 58 |
|
|
2017
Q2 | $1.6M | Buy |
13,570
+4,059
| +43% | +$479K | 0.36% | 53 |
|
|
2017
Q1 | $1.08M | Buy |
9,511
+2,101
| +28% | +$238K | 0.27% | 81 |
|
|
2016
Q4 | $675K | Buy |
7,410
+444
| +6% | +$40.4K | 0.22% | 94 |
|
|
2016
Q3 | $669K | Buy |
+6,966
| New | +$669K | 0.25% | 81 |
|