FDx Advisors’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 | $1.33M | Buy |
7,318
+4,334
| +145% | +$789K | 0.41% | 58 |
|
|
2025
Q1 | $474K | Sell |
2,984
-323
| -10% | -$51.3K | 0.15% | 93 |
|
|
2024
Q4 | $398K | Sell |
3,307
-495
| -13% | -$59.6K | 0.12% | 114 |
|
|
2024
Q3 | $462K | Sell |
3,802
-1,116
| -23% | -$136K | 0.13% | 110 |
|
|
2024
Q2 | $498K | Sell |
4,918
-3,862
| -44% | -$391K | 0.14% | 99 |
|
|
2024
Q1 | $804K | Sell |
8,780
-18,411
| -68% | -$1.69M | 0.12% | 149 |
|
|
2023
Q4 | $2.56M | Sell |
27,191
-274
| -1% | -$25.8K | 0.2% | 117 |
|
|
2023
Q3 | $2.54M | Sell |
27,465
-27,834
| -50% | -$2.58M | 0.21% | 110 |
|
|
2023
Q2 | $5.4M | Sell |
55,299
-13,596
| -20% | -$1.33M | 0.3% | 92 |
|
|
2023
Q1 | $6.97M | Hold |
68,895
| – | – | 0.3% | 77 |
|
|
2022
Q4 | $6.97M | Buy |
68,895
+595
| +0.9% | +$60.2K | 0.3% | 77 |
|
|
2022
Q3 | $5.67M | Sell |
68,300
-3,151
| -4% | -$262K | 0.25% | 93 |
|
|
2022
Q2 | $7.06M | Sell |
71,451
-1,564
| -2% | -$154K | 0.26% | 82 |
|
|
2022
Q1 | $6.86M | Buy |
73,015
+5,730
| +9% | +$538K | 0.23% | 91 |
|
|
2021
Q4 | $6.39M | Buy |
67,285
+11,511
| +21% | +$1.09M | 0.18% | 110 |
|
|
2021
Q3 | $5.29M | Buy |
55,774
+1,818
| +3% | +$172K | 0.17% | 110 |
|
|
2021
Q2 | $5.35M | Buy |
53,956
+4,134
| +8% | +$410K | 0.18% | 106 |
|
|
2021
Q1 | $4.42M | Buy |
49,822
+9,527
| +24% | +$845K | 0.17% | 114 |
|
|
2020
Q4 | $3.34M | Buy |
40,295
+1,505
| +4% | +$125K | 0.14% | 129 |
|
|
2020
Q3 | $2.91M | Sell |
38,790
-14,078
| -27% | -$1.06M | 0.14% | 123 |
|
|
2020
Q2 | $3.7M | Buy |
52,868
+13,897
| +36% | +$974K | 0.19% | 106 |
|
|
2020
Q1 | $2.84M | Buy |
38,971
+3,248
| +9% | +$237K | 0.18% | 107 |
|
|
2019
Q4 | $3.04M | Sell |
35,723
-4,136
| -10% | -$352K | 0.17% | 121 |
|
|
2019
Q3 | $3.03M | Sell |
39,859
-46,699
| -54% | -$3.55M | 0.21% | 103 |
|
|
2019
Q2 | $6.8M | Sell |
86,558
-32
| -0% | -$2.51K | 0.27% | 84 |
|
|
2019
Q1 | $7.65M | Buy |
86,590
+46,393
| +115% | +$4.1M | 0.31% | 67 |
|
|
2018
Q4 | $2.68M | Sell |
40,197
-45,910
| -53% | -$3.07M | 0.22% | 82 |
|
|
2018
Q3 | $7.02M | Sell |
86,107
-24,014
| -22% | -$1.96M | 0.26% | 74 |
|
|
2018
Q2 | $8.89M | Sell |
110,121
-1,664
| -1% | -$134K | 0.32% | 61 |
|
|
2018
Q1 | $11.1M | Sell |
111,785
-17,477
| -14% | -$1.74M | 0.33% | 58 |
|
|
2017
Q4 | $13.7M | Buy |
129,262
+3,492
| +3% | +$369K | 0.37% | 48 |
|
|
2017
Q3 | $14M | Buy |
125,770
+12,074
| +11% | +$1.34M | 0.38% | 46 |
|
|
2017
Q2 | $13.4M | Sell |
113,696
-33,996
| -23% | -$3.99M | 0.4% | 43 |
|
|
2017
Q1 | $16.7M | Sell |
147,692
-12,718
| -8% | -$1.44M | 0.51% | 34 |
|
|
2016
Q4 | $14.7M | Buy |
160,410
+83,450
| +108% | +$7.63M | 0.42% | 42 |
|
|
2016
Q3 | $7.48M | Buy |
76,960
+11,637
| +18% | +$1.13M | 0.31% | 58 |
|
|
2016
Q2 | $6.65M | Buy |
65,323
+4,879
| +8% | +$496K | 0.3% | 66 |
|
|
2016
Q1 | $5.93M | Buy |
60,444
+1,752
| +3% | +$172K | 0.27% | 72 |
|
|
2015
Q4 | $5.16M | Buy |
58,692
+42,657
| +266% | +$3.75M | 0.23% | 86 |
|
|
2015
Q3 | $1.27M | Sell |
16,035
-12,930
| -45% | -$1.03M | 0.11% | 189 |
|
|
2015
Q2 | $2.32M | Sell |
28,965
-7,135
| -20% | -$572K | 0.12% | 148 |
|
|
2015
Q1 | $2.72M | Sell |
36,100
-9,811
| -21% | -$739K | 0.06% | 249 |
|
|
2014
Q4 | $3.74M | Buy |
45,911
+4,352
| +10% | +$355K | 0.23% | 80 |
|
|
2014
Q3 | $3.47M | Buy |
41,559
+556
| +1% | +$46.4K | 0.22% | 83 |
|
|
2014
Q2 | $3.46M | Sell |
41,003
-2,395
| -6% | -$202K | 0.23% | 92 |
|
|
2014
Q1 | $3.55M | Buy |
43,398
+7,531
| +21% | +$617K | 0.3% | 63 |
|
|
2013
Q4 | $3.1M | Buy |
35,867
+1,998
| +6% | +$173K | 0.31% | 64 |
|
|
2013
Q3 | $2.93M | Buy |
33,869
+373
| +1% | +$32.3K | 0.35% | 53 |
|
|
2013
Q2 | $2.9M | Buy |
+33,496
| New | +$2.9M | 0.38% | 51 |
|