First Personal Financial Services’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $36.8K | Buy |
303
+3
| +1% | +$349 | 0.01% | 218 |
|
|
2024
Q2 | $30.4K | Hold |
300
| – | – | 0.01% | 215 |
|
|
2024
Q1 | $27.5K | Sell |
300
-30
| -9% | -$2.77K | 0.01% | 217 |
|
|
2023
Q4 | $31K | Hold |
330
| – | – | 0.01% | 236 |
|
|
2023
Q3 | $30.6K | Hold |
330
| – | – | 0.01% | 234 |
|
|
2023
Q2 | $32.2K | Hold |
330
| – | – | 0.01% | 239 |
|
|
2023
Q1 | $32.1K | Buy |
330
+30
| +10% | +$2.99K | 0.01% | 245 |
|
|
2022
Q4 | $30.4K | Sell |
300
-30
| -9% | -$2.83K | 0.01% | 255 |
|
|
2022
Q3 | $27K | Hold |
330
| – | – | 0.01% | 263 |
|
|
2022
Q2 | $33K | Hold |
330
| – | – | 0.01% | 208 |
|
|
2022
Q1 | $31K | Buy |
330
+30
| +10% | +$3K | 0.01% | 225 |
|
|
2021
Q4 | $29K | Hold |
300
| – | – | 0.01% | 228 |
|
|
2021
Q3 | $28K | Hold |
300
| – | – | 0.01% | 227 |
|
|
2021
Q2 | $30K | Hold |
300
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $27K | Hold |
300
| – | – | 0.01% | 222 |
|
|
2020
Q4 | $25K | Hold |
300
| – | – | 0.01% | 223 |
|
|
2020
Q3 | $22K | Hold |
300
| – | – | 0.01% | 226 |
|
|
2020
Q2 | $21K | Hold |
300
| – | – | 0.01% | 225 |
|
|
2020
Q1 | $22K | Sell |
300
-154
| -34% | -$12.7K | 0.01% | 223 |
|
|
2019
Q4 | $39K | Hold |
454
| – | – | 0.01% | 212 |
|
|
2019
Q3 | $34K | Sell |
454
-559
| -55% | -$44.3K | 0.01% | 281 |
|
|
2019
Q2 | $80K | Sell |
1,013
-17
| -2% | -$1.4K | 0.02% | 229 |
|
|
2019
Q1 | $91K | Hold |
1,030
| – | – | 0.03% | 212 |
|
|
2018
Q4 | $69K | Sell |
1,030
-68
| -6% | -$5.68K | 0.02% | 225 |
|
|
2018
Q3 | $90K | Sell |
1,098
-478
| -30% | -$39.2K | 0.03% | 219 |
|
|
2018
Q2 | $127K | Sell |
1,576
-2,000
| -56% | -$170K | 0.04% | 197 |
|
|
2018
Q1 | $355K | Buy |
3,576
+715
| +25% | +$74.5K | 0.08% | 167 |
|
|
2017
Q4 | $302K | Buy |
2,861
+380
| +15% | +$40.5K | 0.06% | 194 |
|
|
2017
Q3 | $275K | Buy |
2,481
+11
| +0.4% | +$1.28K | 0.06% | 191 |
|
|
2017
Q2 | $290K | Buy |
2,470
+266
| +12% | +$30.8K | 0.06% | 184 |
|
|
2017
Q1 | $249K | Buy |
2,204
+545
| +33% | +$56.2K | 0.06% | 172 |
|
|
2016
Q4 | $152K | Buy |
1,659
+56
| +3% | +$5.19K | 0.04% | 217 |
|
|
2016
Q3 | $156K | Buy |
1,603
+114
| +8% | +$11.4K | 0.05% | 171 |
|
|
2016
Q2 | $151K | Buy |
1,489
+818
| +122% | +$81.6K | 0.05% | 167 |
|
|
2016
Q1 | $66K | Sell |
671
-129
| -16% | -$11.8K | 0.03% | 165 |
|
|
2015
Q4 | $70K | Hold |
800
| – | – | 0.04% | 162 |
|
|
2015
Q3 | $64K | Buy |
800
+100
| +14% | +$8.23K | 0.04% | 157 |
|
|
2015
Q2 | $57K | Sell |
700
-100
| -13% | -$8.23K | 0.03% | 160 |
|
|
2015
Q1 | $61K | Sell |
800
-16
| -2% | -$1.3K | 0.04% | 157 |
|
|
2014
Q4 | $66K | Buy |
+816
| New | +$70.1K | 0.04% | 146 |
|
Other funds holding PM
First Personal Financial Services's PM Position: Q3 2024 in Review
First Personal Financial Services increased its Philip Morris (PM) stake by 1% in Q3 2024, buying an estimated $349 and bringing the position to 303 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #218.
First Personal Financial Services first reported a position in PM in Q4 2014 and has held it in 40 quarters since. The position peaked at $355K in Q1 2018. 2,345 funds tracked by Wall St. Rank hold PM as of Q3 2024.
- First Personal Financial Services held 303 shares of Philip Morris worth $36.8K as of Q3 2024.
- First Personal Financial Services bought 3 Philip Morris shares in Q3 2024, an estimated $349.
- Philip Morris made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #218 holding.
- First Personal Financial Services first reported a position in Philip Morris in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's Philip Morris position peaked at $355K in Q1 2018.
- 2,345 funds tracked by Wall St. Rank held Philip Morris as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.