Financial Engines 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 | $927K | Buy |
5,092
+3,223
| +172% | +$587K | ﹤0.01% | 302 |
|
|
2025
Q1 | $297K | Sell |
1,869
-552
| -23% | -$87.7K | ﹤0.01% | 377 |
|
|
2024
Q4 | $291K | Sell |
2,421
-483
| -17% | -$58.1K | ﹤0.01% | 389 |
|
|
2024
Q3 | $356K | Buy |
+2,904
| New | +$356K | ﹤0.01% | 314 |
|
|
2024
Q1 | – | Sell |
-2,223
| Closed | -$212K | – | 350 |
|
|
2023
Q4 | $212K | Buy |
+2,223
| New | +$212K | ﹤0.01% | 302 |
|
|
2023
Q3 | – | Sell |
-2,104
| Closed | -$208K | – | 294 |
|
|
2023
Q2 | $208K | Sell |
2,104
-605
| -22% | -$59.8K | ﹤0.01% | 277 |
|
|
2023
Q1 | $266K | Buy |
+2,709
| New | +$266K | ﹤0.01% | 257 |
|
|
2021
Q4 | – | Sell |
-2,724
| Closed | -$261K | – | 299 |
|
|
2021
Q3 | $261K | Sell |
2,724
-83
| -3% | -$7.95K | ﹤0.01% | 234 |
|
|
2021
Q2 | $282K | Sell |
2,807
-413
| -13% | -$41.5K | ﹤0.01% | 185 |
|
|
2021
Q1 | $290K | Sell |
3,220
-776
| -19% | -$69.9K | ﹤0.01% | 211 |
|
|
2020
Q4 | $336K | Buy |
3,996
+938
| +31% | +$78.9K | ﹤0.01% | 193 |
|
|
2020
Q3 | $233K | Sell |
3,058
-293
| -9% | -$22.3K | ﹤0.01% | 213 |
|
|
2020
Q2 | $239K | Buy |
+3,351
| New | +$239K | ﹤0.01% | 179 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$21K | – | 204 |
|
|
2017
Q4 | $21K | Sell |
200
-1,003
| -83% | -$105K | ﹤0.01% | 91 |
|
|
2017
Q3 | $134K | Buy |
1,203
+962
| +399% | +$107K | ﹤0.01% | 67 |
|
|
2017
Q2 | $28K | Buy |
+241
| New | +$28K | ﹤0.01% | 63 |
|