DA
Doliver Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Sell |
22,122
-5,173
| -19% | -$942K | 1.1% | 14 |
|
|
2025
Q1 | $4.33M | Sell |
27,295
-1,336
| -5% | -$212K | 1.22% | 13 |
|
|
2024
Q4 | $3.45M | Buy |
28,631
+384
| +1% | +$46.2K | 0.96% | 15 |
|
|
2024
Q3 | $3.43M | Sell |
28,247
-1,551
| -5% | -$188K | 0.94% | 14 |
|
|
2024
Q2 | $3.02M | Buy |
29,798
+655
| +2% | +$66.4K | 0.84% | 14 |
|
|
2024
Q1 | $2.67M | Buy |
29,143
+1,839
| +7% | +$168K | 0.75% | 15 |
|
|
2023
Q4 | $2.57M | Sell |
27,304
-19
| -0.1% | -$1.79K | 0.79% | 15 |
|
|
2023
Q3 | $2.53M | Buy |
27,323
+200
| +0.7% | +$18.5K | 0.76% | 15 |
|
|
2023
Q2 | $2.65M | Buy |
27,123
+420
| +2% | +$41K | 0.81% | 15 |
|
|
2023
Q1 | $2.6M | Buy |
26,703
+160
| +0.6% | +$15.6K | 0.81% | 13 |
|
|
2022
Q4 | $2.69M | Sell |
26,543
-250
| -0.9% | -$25.3K | 0.88% | 11 |
|
|
2022
Q3 | $2.22M | Buy |
26,793
+2,507
| +10% | +$208K | 0.82% | 15 |
|
|
2022
Q2 | $2.4M | Sell |
24,286
-4,075
| -14% | -$402K | 0.85% | 15 |
|
|
2022
Q1 | $2.66M | Sell |
28,361
-310
| -1% | -$29.1K | 0.84% | 16 |
|
|
2021
Q4 | $2.97M | Sell |
28,671
-1,470
| -5% | -$152K | 0.93% | 12 |
|
|
2021
Q3 | $2.86M | Sell |
30,141
-725
| -2% | -$68.7K | 0.96% | 12 |
|
|
2021
Q2 | $3.06M | Sell |
30,866
-240
| -0.8% | -$23.8K | 1.01% | 9 |
|
|
2021
Q1 | $2.76M | Buy |
31,106
+1,375
| +5% | +$122K | 1.03% | 12 |
|
|
2020
Q4 | $2.46M | Buy |
29,731
+2,005
| +7% | +$166K | 1.09% | 14 |
|
|
2020
Q3 | $2.08M | Buy |
27,726
+780
| +3% | +$58.5K | 1.05% | 11 |
|
|
2020
Q2 | $1.89M | Buy |
26,946
+2,675
| +11% | +$187K | 0.84% | 22 |
|
|
2020
Q1 | $1.82M | Sell |
24,271
-2,547
| -9% | -$191K | 0.9% | 22 |
|
|
2019
Q4 | $2.28M | Sell |
26,818
-4,453
| -14% | -$379K | 0.9% | 16 |
|
|
2019
Q3 | $2.45M | Sell |
31,271
-15,990
| -34% | -$1.25M | 0.98% | 9 |
|
|
2019
Q2 | $3.71M | Sell |
47,261
-554
| -1% | -$43.5K | 1.46% | 4 |
|
|
2019
Q1 | $4.23M | Buy |
47,815
+5,568
| +13% | +$492K | 1.71% | 5 |
|
|
2018
Q4 | $2.82M | Buy |
42,247
+9,919
| +31% | +$662K | 1.38% | 5 |
|
|
2018
Q3 | $2.64M | Buy |
32,328
+1,301
| +4% | +$106K | 1.09% | 4 |
|
|
2018
Q2 | $2.51M | Buy |
31,027
+362
| +1% | +$29.2K | 1.05% | 4 |
|
|
2018
Q1 | $3.05M | Hold |
30,665
| – | – | 1.33% | 3 |
|
|
2017
Q4 | $3.24M | Buy |
30,665
+910
| +3% | +$96.1K | 1.3% | 3 |
|
|
2017
Q3 | $3.3M | Buy |
29,755
+2,242
| +8% | +$249K | 1.48% | 3 |
|
|
2017
Q2 | $3.23M | Buy |
+27,513
| New | +$3.23M | 1.56% | 3 |
|