Geneos 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 | $5.92M | Sell |
32,483
-20,726
| -39% | -$3.77M | 0.14% | 171 |
|
|
2025
Q1 | $8.45M | Buy |
53,209
+31,620
| +146% | +$5.02M | 0.12% | 198 |
|
|
2024
Q4 | $2.6M | Buy |
21,589
+1,675
| +8% | +$202K | 0.09% | 249 |
|
|
2024
Q3 | $2.42M | Buy |
19,914
+4,553
| +30% | +$553K | 0.09% | 256 |
|
|
2024
Q2 | $1.56M | Buy |
15,361
+1,435
| +10% | +$145K | 0.07% | 285 |
|
|
2024
Q1 | $1.28M | Buy |
13,926
+1,966
| +16% | +$180K | 0.06% | 314 |
|
|
2023
Q4 | $1.13M | Sell |
11,960
-2,325
| -16% | -$219K | 0.06% | 306 |
|
|
2023
Q3 | $1.32M | Buy |
14,285
+1,220
| +9% | +$113K | 0.07% | 268 |
|
|
2023
Q2 | $1.28M | Buy |
13,065
+2,842
| +28% | +$277K | 0.07% | 273 |
|
|
2023
Q1 | $994K | Sell |
10,223
-2,123
| -17% | -$206K | 0.06% | 288 |
|
|
2022
Q4 | $1.25M | Sell |
12,346
-2,018
| -14% | -$204K | 0.08% | 238 |
|
|
2022
Q3 | $1.19M | Sell |
14,364
-14,735
| -51% | -$1.22M | 0.08% | 225 |
|
|
2022
Q2 | $2.9M | Sell |
29,099
-176
| -0.6% | -$17.5K | 0.14% | 161 |
|
|
2022
Q1 | $2.75M | Sell |
29,275
-6,796
| -19% | -$638K | 0.12% | 185 |
|
|
2021
Q4 | $3.43M | Buy |
36,071
+1,192
| +3% | +$113K | 0.13% | 171 |
|
|
2021
Q3 | $3.35M | Buy |
34,879
+203
| +0.6% | +$19.5K | 0.13% | 177 |
|
|
2021
Q2 | $3.48M | Sell |
34,676
-4,979
| -13% | -$499K | 0.14% | 164 |
|
|
2021
Q1 | $3.77M | Buy |
39,655
+2,470
| +7% | +$235K | 0.11% | 202 |
|
|
2020
Q4 | $2.81M | Buy |
37,185
+5,559
| +18% | +$421K | 0.11% | 194 |
|
|
2020
Q3 | $2.38M | Buy |
31,626
+2,670
| +9% | +$201K | 0.12% | 179 |
|
|
2020
Q2 | $1.99M | Sell |
28,956
-5,552
| -16% | -$382K | 0.11% | 191 |
|
|
2020
Q1 | $2.39M | Sell |
34,508
-2,964
| -8% | -$205K | 0.16% | 144 |
|
|
2019
Q4 | $3.23M | Sell |
37,472
-3,087
| -8% | -$266K | 0.17% | 148 |
|
|
2019
Q3 | $3.05M | Buy |
40,559
+1,423
| +4% | +$107K | 0.18% | 141 |
|
|
2019
Q2 | $3.07M | Sell |
39,136
-657
| -2% | -$51.6K | 0.19% | 134 |
|
|
2019
Q1 | $3.52M | Buy |
39,793
+881
| +2% | +$77.9K | 0.23% | 116 |
|
|
2018
Q4 | $2.62M | Buy |
38,912
+1
| +0% | +$67 | 0.19% | 135 |
|
|
2018
Q3 | $3.17M | Sell |
38,911
-2,553
| -6% | -$208K | 0.21% | 136 |
|
|
2018
Q2 | $3.35M | Sell |
41,464
-2,425
| -6% | -$196K | 0.26% | 105 |
|
|
2018
Q1 | $4.36M | Sell |
43,889
-284
| -0.6% | -$28.2K | 0.38% | 71 |
|
|
2017
Q4 | $4.67M | Buy |
44,173
+2,297
| +5% | +$243K | 0.42% | 70 |
|
|
2017
Q3 | $4.65M | Sell |
41,876
-213
| -0.5% | -$23.6K | 0.46% | 55 |
|
|
2017
Q2 | $4.94M | Buy |
42,089
+279
| +0.7% | +$32.8K | 0.51% | 46 |
|
|
2017
Q1 | $4.72M | Buy |
41,810
+3,956
| +10% | +$447K | 0.49% | 48 |
|
|
2016
Q4 | $3.46M | Sell |
37,854
-7
| -0% | -$640 | 0.46% | 51 |
|
|
2016
Q3 | $3.68M | Sell |
37,861
-594
| -2% | -$57.7K | 0.5% | 47 |
|
|
2016
Q2 | $3.89M | Sell |
38,455
-424
| -1% | -$42.9K | 0.57% | 37 |
|
|
2016
Q1 | $3.88M | Buy |
+38,879
| New | +$3.88M | 0.59% | 32 |
|