Focus Financial Network’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 | $1.06M | Buy |
5,847
+583
| +11% | +$106K | 0.04% | 284 |
|
|
2025
Q1 | $836K | Buy |
5,264
+112
| +2% | +$17.8K | 0.03% | 305 |
|
|
2024
Q4 | $620K | Buy |
5,152
+364
| +8% | +$43.8K | 0.02% | 368 |
|
|
2024
Q3 | $588K | Hold |
4,788
| – | – | 0.02% | 374 |
|
|
2024
Q2 | $519K | Buy |
4,788
+143
| +3% | +$15.5K | 0.02% | 396 |
|
|
2024
Q1 | $424K | Sell |
4,645
-3,561
| -43% | -$325K | 0.02% | 409 |
|
|
2023
Q4 | $783K | Buy |
8,206
+3,180
| +63% | +$303K | 0.03% | 362 |
|
|
2023
Q3 | $472K | Sell |
5,026
-384
| -7% | -$36.1K | 0.03% | 372 |
|
|
2023
Q2 | $535K | Buy |
5,410
+338
| +7% | +$33.4K | 0.03% | 352 |
|
|
2023
Q1 | $500K | Sell |
5,072
-358
| -7% | -$35.3K | 0.03% | 353 |
|
|
2022
Q4 | $556K | Buy |
5,430
+371
| +7% | +$38K | 0.05% | 270 |
|
|
2022
Q3 | $426K | Buy |
5,059
+269
| +6% | +$22.7K | 0.04% | 305 |
|
|
2022
Q2 | $479K | Buy |
4,790
+26
| +0.5% | +$2.6K | 0.04% | 290 |
|
|
2022
Q1 | $453K | Sell |
4,764
-9,171
| -66% | -$872K | 0.03% | 319 |
|
|
2021
Q4 | $1.34M | Buy |
+13,935
| New | +$1.34M | 0.2% | 114 |
|
|
2021
Q1 | – | Sell |
-4,209
| Closed | -$353K | – | 489 |
|
|
2020
Q4 | $353K | Buy |
4,209
+13
| +0.3% | +$1.09K | 0.03% | 319 |
|
|
2020
Q3 | $320K | Buy |
4,196
+590
| +16% | +$45K | 0.03% | 327 |
|
|
2020
Q2 | $257K | Buy |
3,606
+618
| +21% | +$44K | 0.03% | 332 |
|
|
2020
Q1 | $222K | Sell |
2,988
-2,755
| -48% | -$205K | 0.03% | 327 |
|
|
2019
Q4 | $493K | Buy |
5,743
+2,173
| +61% | +$186K | 0.06% | 244 |
|
|
2019
Q3 | $275K | Sell |
3,570
-446
| -11% | -$34.4K | 0.04% | 307 |
|
|
2019
Q2 | $320K | Buy |
4,016
+59
| +1% | +$4.7K | 0.05% | 272 |
|
|
2019
Q1 | $354K | Buy |
+3,957
| New | +$354K | 0.06% | 246 |
|