Equitable Holdings’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 | $8.38M | Buy |
46,002
+6,650
| +17% | +$1.21M | 0.07% | 232 |
|
|
2025
Q1 | $6.25M | Buy |
39,352
+1,284
| +3% | +$204K | 0.06% | 255 |
|
|
2024
Q4 | $4.58M | Buy |
38,068
+1,736
| +5% | +$209K | 0.04% | 301 |
|
|
2024
Q3 | $4.41M | Buy |
36,332
+3,141
| +9% | +$381K | 0.04% | 303 |
|
|
2024
Q2 | $3.36M | Buy |
33,191
+193
| +0.6% | +$19.6K | 0.04% | 345 |
|
|
2024
Q1 | $3.02M | Buy |
32,998
+2,623
| +9% | +$240K | 0.03% | 344 |
|
|
2023
Q4 | $2.86M | Buy |
30,375
+2,597
| +9% | +$244K | 0.04% | 323 |
|
|
2023
Q3 | $2.57M | Buy |
27,778
+1,242
| +5% | +$115K | 0.04% | 304 |
|
|
2023
Q2 | $2.59M | Buy |
26,536
+4,386
| +20% | +$428K | 0.04% | 294 |
|
|
2023
Q1 | $2.15M | Buy |
22,150
+6,145
| +38% | +$598K | 0.03% | 309 |
|
|
2022
Q4 | $1.62M | Buy |
16,005
+1,566
| +11% | +$158K | 0.03% | 333 |
|
|
2022
Q3 | $1.2M | Buy |
14,439
+2,370
| +20% | +$197K | 0.02% | 365 |
|
|
2022
Q2 | $1.19M | Sell |
12,069
-364
| -3% | -$36K | 0.02% | 368 |
|
|
2022
Q1 | $1.17M | Buy |
12,433
+769
| +7% | +$72.2K | 0.02% | 376 |
|
|
2021
Q4 | $1.11M | Buy |
11,664
+960
| +9% | +$91.2K | 0.02% | 375 |
|
|
2021
Q3 | $1.02M | Sell |
10,704
-261
| -2% | -$24.7K | 0.02% | 376 |
|
|
2021
Q2 | $1.09M | Buy |
10,965
+564
| +5% | +$55.9K | 0.02% | 354 |
|
|
2021
Q1 | $923K | Sell |
10,401
-828
| -7% | -$73.5K | 0.02% | 364 |
|
|
2020
Q4 | $930K | Buy |
11,229
+22
| +0.2% | +$1.82K | 0.02% | 335 |
|
|
2020
Q3 | $840K | Sell |
11,207
-472
| -4% | -$35.4K | 0.02% | 330 |
|
|
2020
Q2 | $818K | Buy |
11,679
+773
| +7% | +$54.1K | 0.02% | 329 |
|
|
2020
Q1 | $796K | Buy |
10,906
+561
| +5% | +$40.9K | 0.03% | 297 |
|
|
2019
Q4 | $880K | Buy |
+10,345
| New | +$880K | 0.03% | 311 |
|