Dynamic Advisor Solutions’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
23,124
+1,900
| +9% | +$346K | 0.13% | 187 |
|
|
2025
Q1 | $3.37M | Sell |
21,224
-754
| -3% | -$120K | 0.11% | 204 |
|
|
2024
Q4 | $2.65M | Sell |
21,978
-4,348
| -17% | -$523K | 0.11% | 177 |
|
|
2024
Q3 | $3.2M | Sell |
26,326
-426
| -2% | -$51.7K | 0.1% | 233 |
|
|
2024
Q2 | $2.71M | Buy |
26,752
+727
| +3% | +$73.7K | 0.09% | 258 |
|
|
2024
Q1 | $2.38M | Sell |
26,025
-3,283
| -11% | -$301K | 0.08% | 275 |
|
|
2023
Q4 | $2.79M | Buy |
29,308
+3,208
| +12% | +$306K | 0.1% | 240 |
|
|
2023
Q3 | $2.42M | Sell |
26,100
-4,416
| -14% | -$409K | 0.11% | 205 |
|
|
2023
Q2 | $2.98M | Buy |
30,516
+3,187
| +12% | +$311K | 0.15% | 170 |
|
|
2023
Q1 | $2.66M | Buy |
27,329
+7,676
| +39% | +$747K | 0.16% | 170 |
|
|
2022
Q4 | $1.99M | Buy |
19,653
+808
| +4% | +$81.8K | 0.14% | 179 |
|
|
2022
Q3 | $1.56M | Buy |
18,845
+2,236
| +13% | +$186K | 0.12% | 184 |
|
|
2022
Q2 | $1.64M | Buy |
16,609
+680
| +4% | +$67.1K | 0.13% | 183 |
|
|
2022
Q1 | $1.5M | Sell |
15,929
-738
| -4% | -$69.3K | 0.1% | 204 |
|
|
2021
Q4 | $1.58M | Buy |
16,667
+2,280
| +16% | +$217K | 0.11% | 196 |
|
|
2021
Q3 | $1.36M | Buy |
14,387
+2,629
| +22% | +$249K | 0.1% | 224 |
|
|
2021
Q2 | $1.17M | Buy |
11,758
+3,072
| +35% | +$304K | 0.09% | 249 |
|
|
2021
Q1 | $771K | Buy |
8,686
+50
| +0.6% | +$4.44K | 0.07% | 288 |
|
|
2020
Q4 | $715K | Sell |
8,636
-5,066
| -37% | -$419K | 0.07% | 298 |
|
|
2020
Q3 | $1.03M | Buy |
13,702
+466
| +4% | +$35K | 0.12% | 201 |
|
|
2020
Q2 | $927K | Buy |
13,236
+758
| +6% | +$53.1K | 0.13% | 194 |
|
|
2020
Q1 | $910K | Sell |
12,478
-4,609
| -27% | -$336K | 0.17% | 161 |
|
|
2019
Q4 | $1.45M | Buy |
17,087
+1,753
| +11% | +$149K | 0.2% | 131 |
|
|
2019
Q3 | $1.16M | Sell |
15,334
-182
| -1% | -$13.8K | 0.18% | 140 |
|
|
2019
Q2 | $1.22M | Buy |
15,516
+7,493
| +93% | +$589K | 0.2% | 132 |
|
|
2019
Q1 | $709K | Buy |
8,023
+86
| +1% | +$7.6K | 0.13% | 178 |
|
|
2018
Q4 | $577K | Sell |
7,937
-1,488
| -16% | -$108K | 0.12% | 183 |
|
|
2018
Q3 | $768K | Buy |
9,425
+595
| +7% | +$48.5K | 0.16% | 162 |
|
|
2018
Q2 | $712K | Sell |
8,830
-1,467
| -14% | -$118K | 0.16% | 166 |
|
|
2018
Q1 | $1.02M | Buy |
10,297
+455
| +5% | +$45.2K | 0.26% | 111 |
|
|
2017
Q4 | $1.04M | Buy |
9,842
+259
| +3% | +$27.3K | 0.34% | 98 |
|
|
2017
Q3 | $1.06M | Sell |
9,583
-913
| -9% | -$101K | 0.42% | 81 |
|
|
2017
Q2 | $1.23M | Buy |
10,496
+381
| +4% | +$44.8K | 0.48% | 70 |
|
|
2017
Q1 | $1.14M | Sell |
10,115
-546
| -5% | -$61.6K | 0.45% | 71 |
|
|
2016
Q4 | $975K | Buy |
10,661
+545
| +5% | +$49.8K | 0.39% | 74 |
|
|
2016
Q3 | $983K | Buy |
10,116
+4,737
| +88% | +$460K | 0.37% | 83 |
|
|
2016
Q2 | $547K | Buy |
5,379
+1,580
| +42% | +$161K | 0.22% | 121 |
|
|
2016
Q1 | $373K | Buy |
3,799
+262
| +7% | +$25.7K | 0.16% | 143 |
|
|
2015
Q4 | $311K | Sell |
3,537
-9
| -0.3% | -$791 | 0.13% | 175 |
|
|
2015
Q3 | $281K | Sell |
3,546
-17
| -0.5% | -$1.35K | 0.14% | 144 |
|
|
2015
Q2 | $286K | Buy |
3,563
+10
| +0.3% | +$803 | 0.17% | 129 |
|
|
2015
Q1 | $268K | Buy |
+3,553
| New | +$268K | 0.13% | 162 |
|
|
2014
Q3 | – | Sell |
-10,568
| Closed | -$891K | – | 213 |
|
|
2014
Q2 | $891K | Sell |
10,568
-1,223
| -10% | -$103K | 0.54% | 52 |
|
|
2014
Q1 | $965K | Sell |
11,791
-1,141
| -9% | -$93.4K | 0.66% | 47 |
|
|
2013
Q4 | $1.13M | Buy |
+12,932
| New | +$1.13M | 0.83% | 32 |
|