Financial Management Professionals’s Philip Morris PM Stock Holding History

Financial Management Professionals’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$744K	Sell	4,053 -230	-5%	-$42.2K	0.08%	76
2025 Q1	$680K	Buy	4,283 +144	+3%	+$22.9K	0.09%	74
2024 Q4	$498K	Buy	4,139 +440	+12%	+$53K	0.06%	93
2024 Q3	$449K	Buy	3,699 +74	+2%	+$8.98K	0.06%	94
2024 Q2	$367K	Sell	3,625 -2,704	-43%	-$274K	0.05%	104
2024 Q1	$580K	Buy	6,329 +397	+7%	+$36.4K	0.09%	81
2023 Q4	$558K	Buy	5,932 +334	+6%	+$31.4K	0.09%	69
2023 Q3	$518K	Sell	5,598 -307	-5%	-$28.4K	0.09%	68
2023 Q2	$576K	Buy	5,905 +220	+4%	+$21.5K	0.1%	66
2023 Q1	$553K	Buy	5,685 +269	+5%	+$26.2K	0.11%	63
2022 Q4	$548K	Buy	5,416 +356	+7%	+$36K	0.11%	55
2022 Q3	$420K	Buy	5,060 +136	+3%	+$11.3K	0.1%	56
2022 Q2	$486K	Sell	4,924 -6	-0.1%	-$592	0.12%	58
2022 Q1	$463K	Buy	4,930 +173	+4%	+$16.2K	0.1%	63
2021 Q4	$452K	Buy	4,757 +42	+0.9%	+$3.99K	0.1%	63
2021 Q3	$447K	Buy	4,715 +25	+0.5%	+$2.37K	0.1%	54
2021 Q2	$465K	Buy	4,690 +25	+0.5%	+$2.48K	0.12%	49
2021 Q1	$414K	Buy	4,665 +355	+8%	+$31.5K	0.11%	44
2020 Q4	$357K	Buy	4,310 +64	+2%	+$5.3K	0.1%	46
2020 Q3	$318K	Hold	4,246	–	–	0.11%	41
2020 Q2	$297K	Buy	4,246 +1,246	+42%	+$87.2K	0.1%	43
2020 Q1	$219K	Hold	3,000	–	–	0.09%	44
2019 Q4	$255K	Hold	3,000	–	–	0.08%	44
2019 Q3	$228K	Hold	3,000	–	–	0.08%	46
2019 Q2	$236K	Hold	3,000	–	–	0.09%	44
2019 Q1	$265K	Hold	3,000	–	–	0.11%	34
2018 Q4	$200K	Hold	3,000	–	–	0.12%	39
2018 Q3	$245K	Hold	3,000	–	–	0.1%	41
2018 Q2	$242K	Hold	3,000	–	–	0.1%	39
2018 Q1	$298K	Sell	3,000 -200	-6%	-$19.9K	0.15%	33
2017 Q4	$338K	Hold	3,200	–	–	0.14%	31
2017 Q3	$355K	Hold	3,200	–	–	0.16%	30
2017 Q2	$375K	Hold	3,200	–	–	0.17%	31
2017 Q1	$361K	Hold	3,200	–	–	0.18%	31
2016 Q4	$292K	Hold	3,200	–	–	0.15%	33
2016 Q3	$311K	Sell	3,200 -222	-6%	-$21.6K	0.16%	30
2016 Q2	$347K	Buy	3,422 +222	+7%	+$22.5K	0.18%	31
2016 Q1	$314K	Hold	3,200	–	–	0.16%	34
2015 Q4	$281K	Hold	3,200	–	–	0.14%	36
2015 Q3	$254K	Hold	3,200	–	–	0.17%	34
2015 Q2	$256K	Hold	3,200	–	–	0.12%	35
2015 Q1	$241K	Hold	3,200	–	–	0.11%	32
2014 Q4	$261K	Hold	3,200	–	–	0.14%	36
2014 Q3	$266K	Hold	3,200	–	–	0.18%	31
2014 Q2	$269K	Hold	3,200	–	–	0.18%	33
2014 Q1	$262K	Hold	3,200	–	–	0.18%	34
2013 Q4	$279K	Hold	3,200	–	–	0.19%	30
2013 Q3	$277K	Hold	3,200	–	–	0.17%	28
2013 Q2	$277K	Buy	+3,200	New	+$277K	0.2%	28