Financial Advocates Investment Management’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 | $1.42M | Sell |
7,817
-5,213
| -40% | -$950K | 0.12% | 171 |
|
|
2025
Q1 | $2.07M | Buy |
13,030
+237
| +2% | +$37.6K | 0.15% | 158 |
|
|
2024
Q4 | $1.54M | Sell |
12,793
-676
| -5% | -$81.4K | 0.09% | 214 |
|
|
2024
Q3 | $1.64M | Sell |
13,469
-719
| -5% | -$87.3K | 0.09% | 210 |
|
|
2024
Q2 | $1.44M | Sell |
14,188
-1,484
| -9% | -$150K | 0.09% | 216 |
|
|
2024
Q1 | $1.44M | Buy |
15,672
+317
| +2% | +$29K | 0.08% | 238 |
|
|
2023
Q4 | $1.44M | Sell |
15,355
-918
| -6% | -$86.4K | 0.09% | 214 |
|
|
2023
Q3 | $1.51M | Sell |
16,273
-632
| -4% | -$58.5K | 0.11% | 205 |
|
|
2023
Q2 | $1.65M | Buy |
16,905
+571
| +3% | +$55.7K | 0.12% | 188 |
|
|
2023
Q1 | $1.59M | Sell |
16,334
-259
| -2% | -$25.2K | 0.11% | 202 |
|
|
2022
Q4 | $1.68M | Sell |
16,593
-376
| -2% | -$38.1K | 0.13% | 195 |
|
|
2022
Q3 | $1.41M | Buy |
16,969
+4,656
| +38% | +$386K | 0.12% | 193 |
|
|
2022
Q2 | $1.22M | Buy |
12,313
+7,387
| +150% | +$730K | 0.1% | 233 |
|
|
2022
Q1 | $463K | Sell |
4,926
-1,201
| -20% | -$113K | 0.03% | 463 |
|
|
2021
Q4 | $582K | Buy |
6,127
+161
| +3% | +$15.3K | 0.04% | 443 |
|
|
2021
Q3 | $565K | Sell |
5,966
-443
| -7% | -$42K | 0.04% | 452 |
|
|
2021
Q2 | $635K | Sell |
6,409
-897
| -12% | -$88.9K | 0.04% | 414 |
|
|
2021
Q1 | $649K | Buy |
7,306
+414
| +6% | +$36.8K | 0.05% | 409 |
|
|
2020
Q4 | $571K | Buy |
6,892
+271
| +4% | +$22.5K | 0.04% | 419 |
|
|
2020
Q3 | $496K | Buy |
6,621
+1,603
| +32% | +$120K | 0.04% | 374 |
|
|
2020
Q2 | $352K | Sell |
5,018
-258
| -5% | -$18.1K | 0.03% | 412 |
|
|
2020
Q1 | $385K | Buy |
5,276
+1,492
| +39% | +$109K | 0.05% | 315 |
|
|
2019
Q4 | $322K | Buy |
3,784
+35
| +0.9% | +$2.98K | 0.03% | 382 |
|
|
2019
Q3 | $284K | Buy |
3,749
+158
| +4% | +$12K | 0.03% | 386 |
|
|
2019
Q2 | $282K | Sell |
3,591
-3,060
| -46% | -$240K | 0.03% | 376 |
|
|
2019
Q1 | $588K | Buy |
6,651
+1,030
| +18% | +$91.1K | 0.07% | 243 |
|
|
2018
Q4 | $375K | Sell |
5,621
-597
| -10% | -$39.8K | 0.05% | 293 |
|
|
2018
Q3 | $507K | Buy |
6,218
+184
| +3% | +$15K | 0.06% | 284 |
|
|
2018
Q2 | $484K | Sell |
6,034
-3,147
| -34% | -$252K | 0.06% | 267 |
|
|
2018
Q1 | $913K | Buy |
9,181
+1,446
| +19% | +$144K | 0.12% | 178 |
|
|
2017
Q4 | $817K | Buy |
+7,735
| New | +$817K | 0.11% | 193 |
|