Harel Insurance Investments & Financial Services’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 | $443K | Buy |
2,435
+441
| +22% | +$80.2K | 0.01% | 234 |
|
|
2025
Q1 | $317K | Buy |
+1,994
| New | +$317K | ﹤0.01% | 243 |
|
|
2024
Q4 | – | Sell |
-1,114
| Closed | -$135K | – | 510 |
|
|
2024
Q3 | $135K | Buy |
+1,114
| New | +$135K | ﹤0.01% | 245 |
|
|
2023
Q2 | – | Sell |
-1,400
| Closed | -$135K | – | 770 |
|
|
2023
Q1 | $135K | Hold |
1,400
| – | – | ﹤0.01% | 375 |
|
|
2022
Q4 | $141K | Sell |
1,400
-13,850
| -91% | -$1.39M | ﹤0.01% | 324 |
|
|
2022
Q3 | $1.31M | Buy |
15,250
+7,550
| +98% | +$650K | 0.03% | 154 |
|
|
2022
Q2 | $760K | Sell |
7,700
-14,800
| -66% | -$1.46M | 0.02% | 207 |
|
|
2022
Q1 | $2.11M | Buy |
22,500
+17,521
| +352% | +$1.65M | 0.03% | 149 |
|
|
2021
Q4 | $469K | Buy |
+4,979
| New | +$469K | 0.01% | 271 |
|
|
2021
Q3 | – | Sell |
-3,460
| Closed | -$1.12M | – | 772 |
|
|
2021
Q2 | $1.12M | Sell |
3,460
-1,712
| -33% | -$553K | 0.02% | 300 |
|
|
2021
Q1 | $1.53M | Sell |
5,172
-368
| -7% | -$109K | 0.03% | 292 |
|
|
2020
Q4 | $1.48M | Hold |
5,540
| – | – | 0.04% | 230 |
|
|
2020
Q3 | $415K | Buy |
5,540
+4,640
| +516% | +$348K | 0.01% | 222 |
|
|
2020
Q2 | $63K | Hold |
900
| – | – | ﹤0.01% | 378 |
|
|
2020
Q1 | $66K | Buy |
900
+274
| +44% | +$20.1K | ﹤0.01% | 249 |
|
|
2019
Q4 | $53K | Buy |
+626
| New | +$53K | ﹤0.01% | 352 |
|
|
2019
Q1 | – | Sell |
-270
| Closed | -$18K | – | 496 |
|
|
2018
Q4 | $18K | Buy |
270
+70
| +35% | +$4.67K | ﹤0.01% | 389 |
|
|
2018
Q3 | $16K | Sell |
200
-35
| -15% | -$2.8K | ﹤0.01% | 432 |
|
|
2018
Q2 | $19K | Sell |
235
-2,000
| -89% | -$162K | ﹤0.01% | 396 |
|
|
2018
Q1 | $222K | Buy |
2,235
+1,200
| +116% | +$119K | 0.01% | 199 |
|
|
2017
Q4 | $109K | Sell |
1,035
-1,994
| -66% | -$210K | 0.01% | 261 |
|
|
2017
Q3 | $336K | Hold |
3,029
| – | – | 0.03% | 131 |
|
|
2017
Q2 | $356K | Sell |
3,029
-315
| -9% | -$37K | 0.03% | 130 |
|
|
2017
Q1 | $384K | Buy |
+3,344
| New | +$384K | 0.03% | 110 |
|
|
2016
Q3 | – | Sell |
-1,110
| Closed | -$113K | – | 622 |
|
|
2016
Q2 | $113K | Buy |
+1,110
| New | +$113K | 0.01% | 225 |
|