EFS
Essex Financial Services’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Buy |
29,269
+2,965
| +11% | +$540K | 0.35% | 65 |
|
|
2025
Q1 | $4.18M | Sell |
26,304
-2,042
| -7% | -$324K | 0.3% | 76 |
|
|
2024
Q4 | $3.41M | Buy |
28,346
+1,416
| +5% | +$170K | 0.24% | 91 |
|
|
2024
Q3 | $3.54M | Sell |
26,930
-1,407
| -5% | -$185K | 0.25% | 90 |
|
|
2024
Q2 | $3.3M | Buy |
28,337
+8,372
| +42% | +$974K | 0.24% | 90 |
|
|
2024
Q1 | $1.83M | Sell |
19,965
-548
| -3% | -$50.2K | 0.17% | 122 |
|
|
2023
Q4 | $1.93M | Buy |
20,513
+282
| +1% | +$26.5K | 0.2% | 110 |
|
|
2023
Q3 | $1.87M | Buy |
20,231
+414
| +2% | +$38.3K | 0.22% | 102 |
|
|
2023
Q2 | $1.93M | Sell |
19,817
-769
| -4% | -$75.1K | 0.22% | 98 |
|
|
2023
Q1 | $2M | Buy |
20,586
+1,610
| +8% | +$157K | 0.21% | 107 |
|
|
2022
Q4 | $1.92M | Buy |
18,976
+366
| +2% | +$37K | 0.2% | 105 |
|
|
2022
Q3 | $1.55M | Buy |
18,610
+178
| +1% | +$14.8K | 0.18% | 117 |
|
|
2022
Q2 | $1.82M | Buy |
18,432
+91
| +0.5% | +$8.99K | 0.2% | 112 |
|
|
2022
Q1 | $1.72M | Buy |
18,341
+1,455
| +9% | +$137K | 0.17% | 130 |
|
|
2021
Q4 | $1.6M | Sell |
16,886
-508
| -3% | -$48.3K | 0.16% | 140 |
|
|
2021
Q3 | $1.65M | Buy |
17,394
+803
| +5% | +$76.1K | 0.19% | 125 |
|
|
2021
Q2 | $1.47M | Hold |
16,591
| – | – | 0.21% | 107 |
|
|
2021
Q1 | $1.47M | Buy |
16,591
+7,426
| +81% | +$659K | 0.26% | 94 |
|
|
2020
Q4 | $758K | Buy |
9,165
+1,626
| +22% | +$134K | 0.15% | 140 |
|
|
2020
Q3 | $565K | Buy |
7,539
+774
| +11% | +$58K | 0.14% | 141 |
|
|
2020
Q2 | $474K | Sell |
6,765
-428
| -6% | -$30K | 0.15% | 138 |
|
|
2020
Q1 | $525K | Sell |
7,193
-4,947
| -41% | -$361K | 0.19% | 119 |
|
|
2019
Q4 | $1.03M | Buy |
12,140
+866
| +8% | +$73.7K | 0.28% | 88 |
|
|
2019
Q3 | $856K | Sell |
11,274
-486
| -4% | -$36.9K | 0.28% | 91 |
|
|
2019
Q2 | $924K | Sell |
11,760
-2,086
| -15% | -$164K | 0.27% | 86 |
|
|
2019
Q1 | $1.22M | Sell |
13,846
-3,228
| -19% | -$285K | 0.37% | 68 |
|
|
2018
Q4 | $1.14M | Sell |
17,074
-8,338
| -33% | -$557K | 0.35% | 72 |
|
|
2018
Q3 | $2.07M | Sell |
25,412
-6,201
| -20% | -$506K | 0.46% | 59 |
|
|
2018
Q2 | $2.55M | Sell |
31,613
-746
| -2% | -$60.2K | 0.61% | 43 |
|
|
2018
Q1 | $3.22M | Buy |
32,359
+26
| +0.1% | +$2.58K | 0.63% | 45 |
|
|
2017
Q4 | $3.42M | Sell |
32,333
-201
| -0.6% | -$21.2K | 0.81% | 37 |
|
|
2017
Q3 | $3.61M | Sell |
32,534
-1,241
| -4% | -$138K | 0.89% | 33 |
|
|
2017
Q2 | $3.97M | Buy |
33,775
+6,760
| +25% | +$794K | 0.84% | 30 |
|
|
2017
Q1 | $3.05M | Sell |
27,015
-6,151
| -19% | -$694K | 0.7% | 37 |
|
|
2016
Q4 | $3.03M | Buy |
33,166
+4,411
| +15% | +$404K | 0.65% | 41 |
|
|
2016
Q3 | $2.8M | Sell |
28,755
-334
| -1% | -$32.5K | 0.67% | 42 |
|
|
2016
Q2 | $2.96M | Sell |
29,089
-2,998
| -9% | -$305K | 0.72% | 36 |
|
|
2016
Q1 | $3.15M | Sell |
32,087
-118
| -0.4% | -$11.6K | 0.78% | 34 |
|
|
2015
Q4 | $2.83M | Sell |
32,205
-5,495
| -15% | -$483K | 0.68% | 42 |
|
|
2015
Q3 | $2.99M | Buy |
37,700
+205
| +0.5% | +$16.3K | 0.78% | 35 |
|
|
2015
Q2 | $3.01M | Sell |
37,495
-427
| -1% | -$34.2K | 0.77% | 36 |
|
|
2015
Q1 | $2.86M | Sell |
37,922
-3,060
| -7% | -$231K | 0.73% | 38 |
|
|
2014
Q4 | $3.34M | Sell |
40,982
-444
| -1% | -$36.2K | 0.87% | 29 |
|
|
2014
Q3 | $3.46M | Sell |
41,426
-1,073
| -3% | -$89.5K | 1.03% | 17 |
|
|
2014
Q2 | $3.58M | Buy |
42,499
+557
| +1% | +$47K | 1.07% | 17 |
|
|
2014
Q1 | $3.43M | Buy |
41,942
+1,179
| +3% | +$96.5K | 1.12% | 18 |
|
|
2013
Q4 | $3.55M | Sell |
40,763
-2,128
| -5% | -$185K | 1.2% | 15 |
|
|
2013
Q3 | $3.71K | Sell |
42,891
-1,363
| -3% | -$118 | 1.17% | 14 |
|
|
2013
Q2 | $3.83M | Buy |
+44,254
| New | +$3.83M | 1.34% | 14 |
|