GIA
GHP Investment Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
1,411
+64
| +5% | +$11.7K | 0.01% | 354 |
|
|
2025
Q1 | $214K | Sell |
1,347
-190
| -12% | -$30.2K | 0.01% | 369 |
|
|
2024
Q4 | $185K | Sell |
1,537
-133
| -8% | -$16K | 0.01% | 382 |
|
|
2024
Q3 | $203K | Sell |
1,670
-15
| -0.9% | -$1.82K | 0.01% | 379 |
|
|
2024
Q2 | $171K | Sell |
1,685
-62
| -4% | -$6.28K | 0.01% | 386 |
|
|
2024
Q1 | $160K | Sell |
1,747
-347
| -17% | -$31.8K | 0.01% | 397 |
|
|
2023
Q4 | $197K | Sell |
2,094
-345
| -14% | -$32.5K | 0.01% | 376 |
|
|
2023
Q3 | $225K | Sell |
2,439
-251
| -9% | -$23.2K | 0.01% | 357 |
|
|
2023
Q2 | $259K | Buy |
2,690
+108
| +4% | +$10.4K | 0.02% | 348 |
|
|
2023
Q1 | $251K | Sell |
2,582
-192
| -7% | -$18.7K | 0.02% | 349 |
|
|
2022
Q4 | $281K | Buy |
2,774
+9
| +0.3% | +$911 | 0.02% | 341 |
|
|
2022
Q3 | $230K | Sell |
2,765
-141
| -5% | -$11.7K | 0.02% | 340 |
|
|
2022
Q2 | $287K | Buy |
2,906
+41
| +1% | +$4.05K | 0.02% | 322 |
|
|
2022
Q1 | $269K | Sell |
2,865
-932
| -25% | -$87.5K | 0.02% | 328 |
|
|
2021
Q4 | $361K | Buy |
3,797
+441
| +13% | +$41.9K | 0.03% | 267 |
|
|
2021
Q3 | $318K | Buy |
3,356
+4
| +0.1% | +$379 | 0.03% | 262 |
|
|
2021
Q2 | $332K | Buy |
3,352
+3
| +0.1% | +$297 | 0.03% | 257 |
|
|
2021
Q1 | $297K | Buy |
3,349
+480
| +17% | +$42.6K | 0.03% | 258 |
|
|
2020
Q4 | $238K | Sell |
2,869
-96
| -3% | -$7.96K | 0.02% | 265 |
|
|
2020
Q3 | $222K | Sell |
2,965
-1,072
| -27% | -$80.3K | 0.03% | 258 |
|
|
2020
Q2 | $283K | Sell |
4,037
-131
| -3% | -$9.18K | 0.04% | 245 |
|
|
2020
Q1 | $304K | Sell |
4,168
-62
| -1% | -$4.52K | 0.05% | 243 |
|
|
2019
Q4 | $360K | Sell |
4,230
-85
| -2% | -$7.23K | 0.04% | 256 |
|
|
2019
Q3 | $328K | Buy |
4,315
+5
| +0.1% | +$380 | 0.04% | 259 |
|
|
2019
Q2 | $338K | Sell |
4,310
-58
| -1% | -$4.55K | 0.04% | 262 |
|
|
2019
Q1 | $386K | Sell |
4,368
-30
| -0.7% | -$2.65K | 0.05% | 248 |
|
|
2018
Q4 | $294K | Buy |
4,398
+3
| +0.1% | +$201 | 0.04% | 254 |
|
|
2018
Q3 | $358K | Sell |
4,395
-197
| -4% | -$16K | 0.05% | 251 |
|
|
2018
Q2 | $371K | Buy |
4,592
+95
| +2% | +$7.68K | 0.05% | 243 |
|
|
2018
Q1 | $447K | Sell |
4,497
-9
| -0.2% | -$895 | 0.06% | 234 |
|
|
2017
Q4 | $476K | Buy |
4,506
+230
| +5% | +$24.3K | 0.07% | 230 |
|
|
2017
Q3 | $475K | Hold |
4,276
| – | – | 0.07% | 232 |
|
|
2017
Q2 | $502K | Buy |
4,276
+207
| +5% | +$24.3K | 0.08% | 225 |
|
|
2017
Q1 | $459K | Hold |
4,069
| – | – | 0.08% | 228 |
|
|
2016
Q4 | $372K | Buy |
+4,069
| New | +$372K | 0.07% | 240 |
|