Exeter Financial’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 | $2.02M | Sell |
11,113
-142
| -1% | -$25.9K | 0.9% | 42 |
|
|
2025
Q1 | $1.79M | Buy |
11,255
+149
| +1% | +$23.7K | 0.8% | 47 |
|
|
2024
Q4 | $1.34M | Buy |
11,106
+191
| +2% | +$23K | 0.61% | 51 |
|
|
2024
Q3 | $1.33M | Buy |
10,915
+127
| +1% | +$15.4K | 0.59% | 53 |
|
|
2024
Q2 | $1.09M | Buy |
10,788
+134
| +1% | +$13.6K | 0.52% | 58 |
|
|
2024
Q1 | $960K | Buy |
10,654
+617
| +6% | +$55.6K | 0.44% | 62 |
|
|
2023
Q4 | $959K | Buy |
10,037
+906
| +10% | +$86.6K | 0.47% | 60 |
|
|
2023
Q3 | $845K | Buy |
9,131
+557
| +6% | +$51.6K | 0.45% | 61 |
|
|
2023
Q2 | $845K | Sell |
8,574
-3,111
| -27% | -$307K | 0.44% | 63 |
|
|
2023
Q1 | $1.15M | Buy |
11,685
+123
| +1% | +$12.1K | 0.58% | 58 |
|
|
2022
Q4 | $1.17M | Buy |
11,562
+10
| +0.1% | +$1.01K | 0.61% | 57 |
|
|
2022
Q3 | $959K | Buy |
11,552
+58
| +0.5% | +$4.82K | 0.56% | 58 |
|
|
2022
Q2 | $1.14M | Buy |
11,494
+170
| +2% | +$16.8K | 0.63% | 55 |
|
|
2022
Q1 | $1.06M | Buy |
11,324
+234
| +2% | +$22K | 0.58% | 56 |
|
|
2021
Q4 | $1.11M | Buy |
11,090
+270
| +2% | +$27.1K | 0.61% | 55 |
|
|
2021
Q3 | $1.03M | Buy |
10,820
+105
| +1% | +$9.96K | 0.61% | 54 |
|
|
2021
Q2 | $1.08M | Buy |
10,715
+805
| +8% | +$80.8K | 0.62% | 56 |
|
|
2021
Q1 | $879K | Buy |
9,910
+549
| +6% | +$48.7K | 0.55% | 57 |
|
|
2020
Q4 | $775K | Buy |
9,361
+356
| +4% | +$29.5K | 0.54% | 56 |
|
|
2020
Q3 | $675K | Buy |
9,005
+75
| +0.8% | +$5.62K | 0.53% | 55 |
|
|
2020
Q2 | $626K | Sell |
8,930
-80
| -0.9% | -$5.61K | 0.52% | 55 |
|
|
2020
Q1 | $657K | Sell |
9,010
-98
| -1% | -$7.15K | 0.62% | 52 |
|
|
2019
Q4 | $775K | Buy |
9,108
+37
| +0.4% | +$3.15K | 0.6% | 53 |
|
|
2019
Q3 | $689K | Buy |
9,071
+153
| +2% | +$11.6K | 0.55% | 55 |
|
|
2019
Q2 | $700K | Sell |
8,918
-223
| -2% | -$17.5K | 0.59% | 55 |
|
|
2019
Q1 | $808K | Sell |
9,141
-630
| -6% | -$55.7K | 0.7% | 53 |
|
|
2018
Q4 | $652K | Sell |
9,771
-59
| -0.6% | -$3.94K | 0.62% | 54 |
|
|
2018
Q3 | $802K | Sell |
9,830
-380
| -4% | -$31K | 0.66% | 55 |
|
|
2018
Q2 | $824K | Sell |
10,210
-1,576
| -13% | -$127K | 0.73% | 55 |
|
|
2018
Q1 | $1.17M | Buy |
11,786
+3,447
| +41% | +$343K | 1.01% | 39 |
|
|
2017
Q4 | $881K | Buy |
+8,339
| New | +$881K | 0.77% | 51 |
|