First Heartland Consultants’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 | $501K | Buy |
2,753
+423
| +18% | +$77K | 0.04% | 268 |
|
|
2025
Q1 | $370K | Buy |
2,330
+2
| +0.1% | +$317 | 0.04% | 296 |
|
|
2024
Q4 | $280K | Buy |
2,328
+21
| +0.9% | +$2.53K | 0.03% | 358 |
|
|
2024
Q3 | $280K | Sell |
2,307
-4
| -0.2% | -$485 | 0.03% | 353 |
|
|
2024
Q2 | $234 | Sell |
2,311
-123
| -5% | -$12 | 0.02% | 383 |
|
|
2024
Q1 | $223K | Buy |
+2,434
| New | +$223K | 0.02% | 387 |
|
|
2023
Q2 | – | Sell |
-2,062
| Closed | -$201K | – | 392 |
|
|
2023
Q1 | $201K | Buy |
2,062
+18
| +0.9% | +$1.75K | 0.03% | 346 |
|
|
2022
Q4 | $207K | Buy |
+2,044
| New | +$207K | 0.03% | 353 |
|
|
2021
Q4 | – | Sell |
-3,012
| Closed | -$286K | – | 407 |
|
|
2021
Q3 | $286K | Buy |
3,012
+218
| +8% | +$20.7K | 0.04% | 288 |
|
|
2021
Q2 | $277K | Buy |
2,794
+266
| +11% | +$26.4K | 0.04% | 304 |
|
|
2021
Q1 | $224K | Buy |
+2,528
| New | +$224K | 0.04% | 350 |
|
|
2020
Q1 | – | Sell |
-3,468
| Closed | -$295K | – | 290 |
|
|
2019
Q4 | $295K | Buy |
3,468
+262
| +8% | +$22.3K | 0.06% | 233 |
|
|
2019
Q3 | $243K | Buy |
3,206
+229
| +8% | +$17.4K | 0.05% | 253 |
|
|
2019
Q2 | $234K | Sell |
2,977
-410
| -12% | -$32.2K | 0.06% | 249 |
|
|
2019
Q1 | $299K | Buy |
+3,387
| New | +$299K | 0.08% | 202 |
|
|
2018
Q4 | – | Sell |
-2,998
| Closed | -$244K | – | 260 |
|
|
2018
Q3 | $244K | Sell |
2,998
-175
| -6% | -$14.2K | 0.08% | 217 |
|
|
2018
Q2 | $256K | Sell |
3,173
-471
| -13% | -$38K | 0.09% | 202 |
|
|
2018
Q1 | $362K | Buy |
3,644
+139
| +4% | +$13.8K | 0.11% | 194 |
|
|
2017
Q4 | $370K | Sell |
3,505
-6,213
| -64% | -$656K | 0.11% | 196 |
|
|
2017
Q3 | $1.08M | Buy |
9,718
+369
| +4% | +$41K | 0.26% | 111 |
|
|
2017
Q2 | $1.1M | Buy |
9,349
+228
| +2% | +$26.8K | 0.28% | 96 |
|
|
2017
Q1 | $1.03M | Buy |
9,121
+622
| +7% | +$70.2K | 0.29% | 102 |
|
|
2016
Q4 | $778K | Buy |
8,499
+845
| +11% | +$77.4K | 0.24% | 119 |
|
|
2016
Q3 | $744K | Buy |
7,654
+684
| +10% | +$66.5K | 0.22% | 119 |
|
|
2016
Q2 | $709 | Buy |
6,970
+528
| +8% | +$54 | 0.08% | 115 |
|
|
2016
Q1 | $632K | Buy |
6,442
+353
| +6% | +$34.6K | 0.24% | 114 |
|
|
2015
Q4 | $535K | Sell |
6,089
-612
| -9% | -$53.8K | 0.2% | 129 |
|
|
2015
Q3 | $532K | Buy |
6,701
+423
| +7% | +$33.6K | 0.22% | 126 |
|
|
2015
Q2 | $503 | Buy |
6,278
+201
| +3% | +$16 | 0.14% | 142 |
|
|
2015
Q1 | $458K | Buy |
6,077
+51
| +0.8% | +$3.84K | 0.17% | 145 |
|
|
2014
Q4 | $491K | Buy |
6,026
+177
| +3% | +$14.4K | 0.2% | 138 |
|
|
2014
Q3 | $488K | Buy |
5,849
+1,111
| +23% | +$92.7K | 0.21% | 136 |
|
|
2014
Q2 | $399K | Buy |
4,738
+1,633
| +53% | +$138K | 0.18% | 143 |
|
|
2014
Q1 | $254K | Sell |
3,105
-2,888
| -48% | -$236K | 0.13% | 195 |
|
|
2013
Q4 | $522K | Buy |
5,993
+614
| +11% | +$53.5K | 0.29% | 96 |
|
|
2013
Q3 | $470K | Sell |
5,379
-1,268
| -19% | -$111K | 0.28% | 109 |
|
|
2013
Q2 | $576K | Buy |
+6,647
| New | +$576K | 0.33% | 79 |
|