Freedom Investment 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 | – | Sell |
-1,458
| Closed | -$231K | – | 775 |
|
|
2025
Q1 | $231K | Buy |
+1,458
| New | +$231K | 0.02% | 672 |
|
|
2023
Q1 | – | Sell |
-3,392
| Closed | -$343K | – | 771 |
|
|
2022
Q4 | $343K | Sell |
3,392
-1,094
| -24% | -$111K | 0.04% | 543 |
|
|
2022
Q3 | $372K | Sell |
4,486
-293
| -6% | -$24.3K | 0.04% | 504 |
|
|
2022
Q2 | $472K | Buy |
4,779
+548
| +13% | +$54.1K | 0.05% | 471 |
|
|
2022
Q1 | $397K | Buy |
+4,231
| New | +$397K | 0.04% | 544 |
|
|
2021
Q4 | – | Sell |
-2,886
| Closed | -$274K | – | 900 |
|
|
2021
Q3 | $274K | Sell |
2,886
-3,244
| -53% | -$308K | 0.02% | 660 |
|
|
2021
Q2 | $608K | Buy |
6,130
+44
| +0.7% | +$4.36K | 0.05% | 480 |
|
|
2021
Q1 | $540K | Sell |
6,086
-1,476
| -20% | -$131K | 0.04% | 495 |
|
|
2020
Q4 | $626K | Sell |
7,562
-948
| -11% | -$78.5K | 0.07% | 276 |
|
|
2020
Q3 | $638K | Sell |
8,510
-1,595
| -16% | -$120K | 0.07% | 244 |
|
|
2020
Q2 | $708K | Sell |
10,105
-2,118
| -17% | -$148K | 0.08% | 203 |
|
|
2020
Q1 | $1.07M | Sell |
12,223
-352
| -3% | -$30.8K | 0.09% | 188 |
|
|
2019
Q4 | $1.07M | Sell |
12,575
-2,662
| -17% | -$227K | 0.09% | 197 |
|
|
2019
Q3 | $1.16M | Buy |
15,237
+2,293
| +18% | +$174K | 0.1% | 191 |
|
|
2019
Q2 | $1.02M | Buy |
12,944
+702
| +6% | +$55.1K | 0.09% | 218 |
|
|
2019
Q1 | $1.08M | Buy |
12,242
+6,859
| +127% | +$606K | 0.09% | 218 |
|
|
2018
Q4 | $359K | Buy |
5,383
+471
| +10% | +$31.4K | 0.03% | 514 |
|
|
2018
Q3 | $381K | Buy |
4,912
+156
| +3% | +$12.1K | 0.02% | 629 |
|
|
2018
Q2 | $384K | Sell |
4,756
-5,560
| -54% | -$449K | 0.02% | 669 |
|
|
2018
Q1 | $1.03M | Buy |
10,316
+238
| +2% | +$23.6K | 0.05% | 363 |
|
|
2017
Q4 | $1.07M | Sell |
10,078
-1,421
| -12% | -$150K | 0.05% | 342 |
|
|
2017
Q3 | $1.28M | Sell |
11,499
-4,819
| -30% | -$535K | 0.07% | 250 |
|
|
2017
Q2 | $1.92M | Buy |
16,318
+2,417
| +17% | +$284K | 0.11% | 129 |
|
|
2017
Q1 | $1.57M | Buy |
13,901
+85
| +0.6% | +$9.59K | 0.09% | 175 |
|
|
2016
Q4 | $1.26M | Sell |
13,816
-1,579
| -10% | -$144K | 0.08% | 189 |
|
|
2016
Q3 | $1.5M | Buy |
15,395
+2,800
| +22% | +$272K | 0.1% | 146 |
|
|
2016
Q2 | $1.28M | Buy |
12,595
+1,331
| +12% | +$135K | 0.09% | 163 |
|
|
2016
Q1 | $1.11M | Buy |
11,264
+2,662
| +31% | +$261K | 0.08% | 187 |
|
|
2015
Q4 | $756K | Sell |
8,602
-7,890
| -48% | -$693K | 0.06% | 275 |
|
|
2015
Q3 | $155K | Buy |
16,492
+10,473
| +174% | +$98.4K | 0.02% | 633 |
|
|
2015
Q2 | $483K | Sell |
6,019
-4
| -0.1% | -$321 | 0.05% | 352 |
|
|
2015
Q1 | $454K | Buy |
6,023
+486
| +9% | +$36.6K | 0.05% | 339 |
|
|
2014
Q4 | $451K | Buy |
5,537
+1,300
| +31% | +$106K | 0.06% | 311 |
|
|
2014
Q3 | $353K | Sell |
4,237
-34
| -0.8% | -$2.83K | 0.06% | 300 |
|
|
2014
Q2 | $360K | Sell |
4,271
-39
| -0.9% | -$3.29K | 0.06% | 293 |
|
|
2014
Q1 | $353K | Sell |
4,310
-308
| -7% | -$25.2K | 0.08% | 260 |
|
|
2013
Q4 | $402K | Buy |
4,618
+121
| +3% | +$10.5K | 0.1% | 202 |
|
|
2013
Q3 | $389K | Buy |
4,497
+336
| +8% | +$29.1K | 0.11% | 160 |
|
|
2013
Q2 | $360K | Buy |
+4,161
| New | +$360K | 0.12% | 146 |
|