CRA 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 | $569K | Sell |
3,122
-266
| -8% | -$48.4K | 0.09% | 149 |
|
|
2025
Q1 | $538K | Hold |
3,388
| – | – | 0.09% | 147 |
|
|
2024
Q4 | $408K | Buy |
3,388
+93
| +3% | +$11.2K | 0.07% | 164 |
|
|
2024
Q3 | $400K | Sell |
3,295
-421
| -11% | -$51.1K | 0.07% | 156 |
|
|
2024
Q2 | $377K | Hold |
3,716
| – | – | 0.08% | 153 |
|
|
2024
Q1 | $340K | Sell |
3,716
-211
| -5% | -$19.3K | 0.07% | 158 |
|
|
2023
Q4 | $369K | Sell |
3,927
-36
| -0.9% | -$3.39K | 0.09% | 134 |
|
|
2023
Q3 | $367K | Hold |
3,963
| – | – | 0.1% | 130 |
|
|
2023
Q2 | $387K | Sell |
3,963
-275
| -6% | -$26.8K | 0.1% | 125 |
|
|
2023
Q1 | $412K | Buy |
4,238
+136
| +3% | +$13.2K | 0.12% | 123 |
|
|
2022
Q4 | $415K | Sell |
4,102
-67
| -2% | -$6.78K | 0.14% | 115 |
|
|
2022
Q3 | $346K | Hold |
4,169
| – | – | 0.12% | 131 |
|
|
2022
Q2 | $412K | Sell |
4,169
-2
| -0% | -$198 | 0.14% | 122 |
|
|
2022
Q1 | $392K | Sell |
4,171
-165
| -4% | -$15.5K | 0.12% | 126 |
|
|
2021
Q4 | $412K | Buy |
4,336
+305
| +8% | +$29K | 0.12% | 122 |
|
|
2021
Q3 | $382K | Sell |
4,031
-131
| -3% | -$12.4K | 0.13% | 121 |
|
|
2021
Q2 | $412K | Hold |
4,162
| – | – | 0.14% | 117 |
|
|
2021
Q1 | $369K | Sell |
4,162
-495
| -11% | -$43.9K | 0.14% | 111 |
|
|
2020
Q4 | $386K | Sell |
4,657
-500
| -10% | -$41.4K | 0.16% | 102 |
|
|
2020
Q3 | $387K | Sell |
5,157
-850
| -14% | -$63.8K | 0.19% | 91 |
|
|
2020
Q2 | $421K | Sell |
6,007
-366
| -6% | -$25.7K | 0.22% | 90 |
|
|
2020
Q1 | $465K | Buy |
6,373
+495
| +8% | +$36.1K | 0.3% | 77 |
|
|
2019
Q4 | $500K | Buy |
5,878
+600
| +11% | +$51K | 0.27% | 78 |
|
|
2019
Q3 | $401K | Buy |
5,278
+410
| +8% | +$31.2K | 0.24% | 84 |
|
|
2019
Q2 | $382K | Sell |
4,868
-160
| -3% | -$12.6K | 0.23% | 91 |
|
|
2019
Q1 | $444K | Sell |
5,028
-233
| -4% | -$20.6K | 0.29% | 81 |
|
|
2018
Q4 | $351K | Buy |
+5,261
| New | +$351K | 0.25% | 92 |
|