Fiduciary Group’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 | $1.97M | Sell |
10,839
-95
| -0.9% | -$17.3K | 0.19% | 106 |
|
|
2025
Q1 | $1.74M | Sell |
10,934
-163
| -1% | -$25.9K | 0.17% | 114 |
|
|
2024
Q4 | $1.34M | Buy |
11,097
+163
| +1% | +$19.6K | 0.13% | 128 |
|
|
2024
Q3 | $1.33M | Sell |
10,934
-356
| -3% | -$43.2K | 0.13% | 127 |
|
|
2024
Q2 | $1.14M | Sell |
11,290
-348
| -3% | -$35.3K | 0.12% | 131 |
|
|
2024
Q1 | $1.07M | Buy |
11,638
+149
| +1% | +$13.7K | 0.12% | 130 |
|
|
2023
Q4 | $1.08M | Buy |
11,489
+543
| +5% | +$51.1K | 0.13% | 123 |
|
|
2023
Q3 | $1.01M | Sell |
10,946
-210
| -2% | -$19.4K | 0.13% | 117 |
|
|
2023
Q2 | $1.09M | Sell |
11,156
-338
| -3% | -$33K | 0.13% | 114 |
|
|
2023
Q1 | $1.12M | Sell |
11,494
-444
| -4% | -$43.2K | 0.15% | 111 |
|
|
2022
Q4 | $1.21M | Hold |
11,938
| – | – | 0.16% | 105 |
|
|
2022
Q3 | $1.11M | Buy |
11,938
+217
| +2% | +$20.2K | 0.14% | 108 |
|
|
2022
Q2 | $1.17M | Buy |
11,721
+4,654
| +66% | +$463K | 0.15% | 106 |
|
|
2022
Q1 | $732K | Sell |
7,067
-200
| -3% | -$20.7K | 0.1% | 121 |
|
|
2021
Q4 | $690K | Hold |
7,267
| – | – | 0.08% | 142 |
|
|
2021
Q3 | $699K | Sell |
7,267
-25
| -0.3% | -$2.41K | 0.08% | 137 |
|
|
2021
Q2 | $725K | Hold |
7,292
| – | – | 0.08% | 132 |
|
|
2021
Q1 | $693K | Hold |
7,292
| – | – | 0.08% | 134 |
|
|
2020
Q4 | $622K | Sell |
7,292
-1,146
| -14% | -$97.8K | 0.08% | 135 |
|
|
2020
Q3 | $633K | Sell |
8,438
-696
| -8% | -$52.2K | 0.1% | 123 |
|
|
2020
Q2 | $640K | Sell |
9,134
-65
| -0.7% | -$4.55K | 0.11% | 118 |
|
|
2020
Q1 | $671K | Buy |
9,199
+463
| +5% | +$33.8K | 0.13% | 100 |
|
|
2019
Q4 | $743K | Sell |
8,736
-399
| -4% | -$33.9K | 0.12% | 107 |
|
|
2019
Q3 | $694K | Buy |
9,135
+130
| +1% | +$9.88K | 0.12% | 106 |
|
|
2019
Q2 | $707K | Sell |
9,005
-11
| -0.1% | -$864 | 0.13% | 107 |
|
|
2019
Q1 | $797K | Buy |
9,016
+465
| +5% | +$41.1K | 0.15% | 99 |
|
|
2018
Q4 | $571K | Sell |
8,551
-448
| -5% | -$29.9K | 0.12% | 110 |
|
|
2018
Q3 | $734K | Buy |
8,999
+22
| +0.2% | +$1.79K | 0.14% | 102 |
|
|
2018
Q2 | $725K | Sell |
8,977
-217
| -2% | -$17.5K | 0.15% | 96 |
|
|
2018
Q1 | $914K | Buy |
9,194
+1,300
| +16% | +$129K | 0.2% | 89 |
|
|
2017
Q4 | $834K | Hold |
7,894
| – | – | 0.18% | 96 |
|
|
2017
Q3 | $876K | Hold |
7,894
| – | – | 0.2% | 91 |
|
|
2017
Q2 | $927K | Hold |
7,894
| – | – | 0.21% | 92 |
|
|
2017
Q1 | $891K | Sell |
7,894
-34
| -0.4% | -$3.84K | 0.21% | 91 |
|
|
2016
Q4 | $725K | Buy |
7,928
+152
| +2% | +$13.9K | 0.19% | 103 |
|
|
2016
Q3 | $756K | Buy |
7,776
+1
| +0% | +$97 | 0.2% | 96 |
|
|
2016
Q2 | $791K | Buy |
7,775
+161
| +2% | +$16.4K | 0.22% | 94 |
|
|
2016
Q1 | $747K | Sell |
7,614
-49
| -0.6% | -$4.81K | 0.22% | 99 |
|
|
2015
Q4 | $674K | Buy |
7,663
+1
| +0% | +$88 | 0.2% | 101 |
|
|
2015
Q3 | $608K | Buy |
7,662
+1
| +0% | +$79 | 0.2% | 117 |
|
|
2015
Q2 | $614K | Buy |
+7,661
| New | +$614K | 0.19% | 129 |
|