Focused Wealth Management’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 | $535K | Buy |
2,938
+20
| +0.7% | +$3.64K | 0.06% | 91 |
|
|
2025
Q1 | $463K | Sell |
2,918
-32
| -1% | -$5.08K | 0.06% | 90 |
|
|
2024
Q4 | $355K | Buy |
2,950
+28
| +1% | +$3.37K | 0.05% | 108 |
|
|
2024
Q3 | $355K | Buy |
2,922
+28
| +1% | +$3.4K | 0.05% | 121 |
|
|
2024
Q2 | $293K | Buy |
2,894
+31
| +1% | +$3.14K | 0.04% | 114 |
|
|
2024
Q1 | $262K | Buy |
2,863
+26
| +0.9% | +$2.38K | 0.04% | 123 |
|
|
2023
Q4 | $267K | Buy |
2,837
+26
| +0.9% | +$2.45K | 0.04% | 115 |
|
|
2023
Q3 | $260K | Sell |
2,811
-81
| -3% | -$7.5K | 0.05% | 115 |
|
|
2023
Q2 | $282K | Buy |
2,892
+66
| +2% | +$6.44K | 0.05% | 112 |
|
|
2023
Q1 | $275K | Buy |
2,826
+23
| +0.8% | +$2.24K | 0.06% | 114 |
|
|
2022
Q4 | $284K | Sell |
2,803
-284
| -9% | -$28.7K | 0.06% | 106 |
|
|
2022
Q3 | $256K | Buy |
3,087
+29
| +0.9% | +$2.41K | 0.05% | 108 |
|
|
2022
Q2 | $302K | Buy |
3,058
+25
| +0.8% | +$2.47K | 0.05% | 107 |
|
|
2022
Q1 | $285K | Buy |
3,033
+26
| +0.9% | +$2.44K | 0.05% | 122 |
|
|
2021
Q4 | $286K | Buy |
3,007
+25
| +0.8% | +$2.38K | 0.04% | 137 |
|
|
2021
Q3 | $283K | Buy |
2,982
+24
| +0.8% | +$2.28K | 0.05% | 131 |
|
|
2021
Q2 | $293K | Buy |
2,958
+26
| +0.9% | +$2.58K | 0.05% | 128 |
|
|
2021
Q1 | $260K | Buy |
2,932
+28
| +1% | +$2.48K | 0.05% | 141 |
|
|
2020
Q4 | $240K | Buy |
2,904
+29
| +1% | +$2.4K | 0.05% | 141 |
|
|
2020
Q3 | $216K | Buy |
2,875
+22
| +0.8% | +$1.65K | 0.05% | 137 |
|
|
2020
Q2 | $200K | Buy |
2,853
+548
| +24% | +$38.4K | 0.05% | 134 |
|
|
2020
Q1 | $168K | Sell |
2,305
-236
| -9% | -$17.2K | 0.05% | 131 |
|
|
2019
Q4 | $216K | Buy |
2,541
+119
| +5% | +$10.1K | 0.05% | 140 |
|
|
2019
Q3 | $184K | Sell |
2,422
-199
| -8% | -$15.1K | 0.05% | 148 |
|
|
2019
Q2 | $206K | Sell |
2,621
-703
| -21% | -$55.3K | 0.06% | 141 |
|
|
2019
Q1 | $294K | Sell |
3,324
-40
| -1% | -$3.54K | 0.09% | 108 |
|
|
2018
Q4 | $225K | Buy |
3,364
+647
| +24% | +$43.3K | 0.08% | 130 |
|
|
2018
Q3 | $222K | Sell |
2,717
-629
| -19% | -$51.4K | 0.08% | 131 |
|
|
2018
Q2 | $270K | Buy |
3,346
+1,002
| +43% | +$80.9K | 0.09% | 123 |
|
|
2018
Q1 | $233K | Buy |
2,344
+2
| +0.1% | +$199 | 0.07% | 134 |
|
|
2017
Q4 | $247K | Sell |
2,342
-524
| -18% | -$55.3K | 0.08% | 127 |
|
|
2017
Q3 | $318K | Buy |
2,866
+416
| +17% | +$46.2K | 0.11% | 102 |
|
|
2017
Q2 | $288K | Sell |
2,450
-13
| -0.5% | -$1.53K | 0.11% | 111 |
|
|
2017
Q1 | $278K | Buy |
2,463
+5
| +0.2% | +$564 | 0.11% | 110 |
|
|
2016
Q4 | $225K | Buy |
2,458
+4
| +0.2% | +$366 | 0.1% | 134 |
|
|
2016
Q3 | $239K | Buy |
2,454
+3
| +0.1% | +$292 | 0.11% | 120 |
|
|
2016
Q2 | $249K | Sell |
2,451
-212
| -8% | -$21.5K | 0.11% | 114 |
|
|
2016
Q1 | $261K | Sell |
2,663
-44
| -2% | -$4.31K | 0.14% | 95 |
|
|
2015
Q4 | $238K | Buy |
2,707
+7
| +0.3% | +$615 | 0.14% | 99 |
|
|
2015
Q3 | $214K | Buy |
2,700
+107
| +4% | +$8.48K | 0.14% | 88 |
|
|
2015
Q2 | $208K | Sell |
2,593
-193
| -7% | -$15.5K | 0.13% | 91 |
|
|
2015
Q1 | $210K | Sell |
2,786
-69
| -2% | -$5.2K | 0.13% | 94 |
|
|
2014
Q4 | $233K | Sell |
2,855
-94
| -3% | -$7.67K | 0.17% | 85 |
|
|
2014
Q3 | $246K | Buy |
2,949
+433
| +17% | +$36.1K | 0.19% | 81 |
|
|
2014
Q2 | $212K | Buy |
2,516
+603
| +32% | +$50.8K | 0.17% | 83 |
|
|
2014
Q1 | $157K | Buy |
1,913
+157
| +9% | +$12.9K | 0.13% | 94 |
|
|
2013
Q4 | $153K | Buy |
1,756
+2
| +0.1% | +$174 | 0.13% | 103 |
|
|
2013
Q3 | $152K | Buy |
+1,754
| New | +$152K | 0.14% | 96 |
|