Guyasuta Investment Advisors’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 | $5.84M | Buy |
32,072
+125
| +0.4% | +$22.8K | 0.36% | 48 |
|
2025
Q1 | $5.07M | Sell |
31,947
-8,780
| -22% | -$1.39M | 0.33% | 52 |
|
2024
Q4 | $4.9M | Sell |
40,727
-2,325
| -5% | -$280K | 0.31% | 52 |
|
2024
Q3 | $5.23M | Sell |
43,052
-56
| -0.1% | -$6.8K | 0.32% | 51 |
|
2024
Q2 | $4.06M | Sell |
43,108
-1,249
| -3% | -$118K | 0.3% | 52 |
|
2024
Q1 | $4.17M | Sell |
44,357
-151
| -0.3% | -$14.2K | 0.3% | 52 |
|
2023
Q4 | $4.19M | Sell |
44,508
-515
| -1% | -$48.5K | 0.3% | 52 |
|
2023
Q3 | $4.17M | Sell |
45,023
-61
| -0.1% | -$5.65K | 0.32% | 48 |
|
2023
Q2 | $4.4M | Sell |
45,084
-708
| -2% | -$69.1K | 0.33% | 47 |
|
2023
Q1 | $4.45M | Buy |
45,792
+83
| +0.2% | +$8.07K | 0.34% | 47 |
|
2022
Q4 | $4.63M | Sell |
45,709
-300
| -0.7% | -$30.4K | 0.37% | 48 |
|
2022
Q3 | $3.82M | Buy |
46,009
+445
| +1% | +$36.9K | 0.33% | 50 |
|
2022
Q2 | $4.5M | Buy |
45,564
+35
| +0.1% | +$3.46K | 0.35% | 50 |
|
2022
Q1 | $4.28M | Sell |
45,529
-370
| -0.8% | -$34.8K | 0.29% | 55 |
|
2021
Q4 | $4.36M | Buy |
45,899
+232
| +0.5% | +$22K | 0.29% | 56 |
|
2021
Q3 | $4.33M | Sell |
45,667
-186
| -0.4% | -$17.6K | 0.31% | 55 |
|
2021
Q2 | $4.54M | Sell |
45,853
-1,569
| -3% | -$155K | 0.33% | 53 |
|
2021
Q1 | $4.21M | Sell |
47,422
-460
| -1% | -$40.8K | 0.33% | 53 |
|
2020
Q4 | $3.96M | Sell |
47,882
-320
| -0.7% | -$26.5K | 0.33% | 50 |
|
2020
Q3 | $3.62M | Buy |
48,202
+3,615
| +8% | +$271K | 0.34% | 49 |
|
2020
Q2 | $3.12M | Buy |
44,587
+4,384
| +11% | +$307K | 0.32% | 50 |
|
2020
Q1 | $2.93M | Buy |
40,203
+4,006
| +11% | +$292K | 0.35% | 45 |
|
2019
Q4 | $3.08M | Sell |
36,197
-755
| -2% | -$64.2K | 0.3% | 46 |
|
2019
Q3 | $2.81M | Sell |
36,952
-2,575
| -7% | -$195K | 0.29% | 47 |
|
2019
Q2 | $3.1M | Buy |
39,527
+340
| +0.9% | +$26.7K | 0.32% | 47 |
|
2019
Q1 | $3.46M | Hold |
39,187
| – | – | 0.39% | 44 |
|
2018
Q4 | $2.62M | Sell |
39,187
-12,750
| -25% | -$851K | 0.32% | 45 |
|
2018
Q3 | $4.24M | Buy |
51,937
+715
| +1% | +$58.3K | 0.45% | 41 |
|
2018
Q2 | $4.14M | Buy |
51,222
+6,187
| +14% | +$500K | 0.47% | 40 |
|
2018
Q1 | $4.48M | Buy |
45,035
+4,045
| +10% | +$402K | 0.52% | 37 |
|
2017
Q4 | $4.33M | Buy |
40,990
+718
| +2% | +$75.9K | 0.49% | 37 |
|
2017
Q3 | $4.47M | Buy |
40,272
+345
| +0.9% | +$38.3K | 0.54% | 35 |
|
2017
Q2 | $4.69M | Sell |
39,927
-2,870
| -7% | -$337K | 0.56% | 36 |
|
2017
Q1 | $4.83M | Buy |
42,797
+695
| +2% | +$78.5K | 0.58% | 37 |
|
2016
Q4 | $3.85M | Sell |
42,102
-641
| -1% | -$58.6K | 0.5% | 37 |
|
2016
Q3 | $4.16M | Buy |
42,743
+637
| +2% | +$61.9K | 0.53% | 39 |
|
2016
Q2 | $4.28M | Buy |
42,106
+391
| +0.9% | +$39.8K | 0.57% | 35 |
|
2016
Q1 | $4.09M | Sell |
41,715
-2,382
| -5% | -$234K | 0.57% | 36 |
|
2015
Q4 | $3.88M | Sell |
44,097
-740
| -2% | -$65K | 0.54% | 36 |
|
2015
Q3 | $3.56M | Buy |
44,837
+877
| +2% | +$69.6K | 0.52% | 36 |
|
2015
Q2 | $3.52M | Buy |
43,960
+642
| +1% | +$51.5K | 0.47% | 37 |
|
2015
Q1 | $3.26M | Buy |
43,318
+3,414
| +9% | +$257K | 0.44% | 37 |
|
2014
Q4 | $3.25M | Buy |
39,904
+912
| +2% | +$74.3K | 0.44% | 38 |
|
2014
Q3 | $3.25M | Sell |
38,992
-13,048
| -25% | -$1.09M | 0.45% | 35 |
|
2014
Q2 | $4.39M | Buy |
52,040
+227
| +0.4% | +$19.1K | 0.58% | 34 |
|
2014
Q1 | $4.24M | Buy |
51,813
+13,231
| +34% | +$1.08M | 0.6% | 32 |
|
2013
Q4 | $3.36M | Sell |
38,582
-1,822
| -5% | -$159K | 0.49% | 34 |
|
2013
Q3 | $3.5M | Buy |
40,404
+9,136
| +29% | +$791K | 0.56% | 34 |
|
2013
Q2 | $2.71M | Buy |
+31,268
| New | +$2.71M | 0.44% | 38 |
|