Hartford Financial Management’s Philip Morris PM Stock Holding History

Hartford Financial Management’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$544K	Sell	2,989 -18,000	-86%	-$3.28M	0.15%	102
2025 Q1	$3.33M	Hold	20,989	–	–	0.69%	48
2024 Q4	$2.53M	Buy	20,989 +26	+0.1%	+$3.13K	0.52%	57
2024 Q3	$2.54M	Hold	20,963	–	–	0.52%	59
2024 Q2	$2.12M	Hold	20,963	–	–	0.46%	68
2024 Q1	$1.92M	Sell	20,963 -31	-0.1%	-$2.84K	0.41%	75
2023 Q4	$1.98M	Sell	20,994 -100	-0.5%	-$9.41K	0.45%	72
2023 Q3	$1.95M	Hold	21,094	–	–	0.5%	68
2023 Q2	$2.06M	Sell	21,094 -55	-0.3%	-$5.37K	0.51%	67
2023 Q1	$2.06M	Sell	21,149 -16	-0.1%	-$1.56K	0.53%	65
2022 Q4	$2.14M	Sell	21,165 -45	-0.2%	-$4.55K	0.57%	65
2022 Q3	$1.76M	Hold	21,210	–	–	0.52%	68
2022 Q2	$2.09M	Hold	21,210	–	–	0.58%	63
2022 Q1	$1.99M	Hold	21,210	–	–	0.48%	76
2021 Q4	$2.02M	Sell	21,210 -264	-1%	-$25.1K	0.47%	77
2021 Q3	$2.04M	Buy	21,474 +148	+0.7%	+$14K	0.52%	74
2021 Q2	$2.11M	Hold	21,326	–	–	0.52%	71
2021 Q1	$1.89M	Buy	21,326 +85	+0.4%	+$7.54K	0.47%	76
2020 Q4	$1.76M	Hold	21,241	–	–	0.47%	78
2020 Q3	$1.59M	Hold	21,241	–	–	0.47%	76
2020 Q2	$1.49M	Buy	21,241 +71	+0.3%	+$4.97K	0.48%	76
2020 Q1	$1.55M	Sell	21,170 -21	-0.1%	-$1.53K	0.62%	57
2019 Q4	$1.8M	Hold	21,191	–	–	0.56%	67
2019 Q3	$1.61M	Sell	21,191 -43	-0.2%	-$3.27K	0.54%	68
2019 Q2	$1.67M	Hold	21,234	–	–	0.56%	64
2019 Q1	$1.88M	Hold	21,234	–	–	0.64%	57
2018 Q4	$1.42M	Sell	21,234 -5,330	-20%	-$356K	0.54%	63
2018 Q3	$2.17M	Hold	26,564	–	–	0.73%	45
2018 Q2	$2.15M	Buy	26,564 +23,330	+721%	+$1.88M	0.76%	44
2018 Q1	$321K	Hold	3,234	–	–	0.16%	96
2017 Q4	$341K	Hold	3,234	–	–	0.17%	98
2017 Q3	$359K	Hold	3,234	–	–	0.18%	93
2017 Q2	$379K	Sell	3,234 -2,750	-46%	-$322K	0.17%	99
2017 Q1	$675K	Buy	5,984 +2,750	+85%	+$310K	0.41%	69
2016 Q4	$296K	Sell	3,234 -1,200	-27%	-$110K	0.18%	95
2016 Q3	$431K	Hold	4,434	–	–	0.26%	83
2016 Q2	$451K	Hold	4,434	–	–	0.27%	79
2016 Q1	$435K	Hold	4,434	–	–	0.27%	79
2015 Q4	$389K	Hold	4,434	–	–	0.24%	82
2015 Q3	$351K	Hold	4,434	–	–	0.23%	87
2015 Q2	$355K	Hold	4,434	–	–	0.21%	91
2015 Q1	$334K	Buy	4,434 +1,200	+37%	+$90.4K	0.21%	94
2014 Q4	$263K	Sell	3,234 -1,200	-27%	-$97.6K	0.16%	97
2014 Q3	$369K	Sell	4,434 -509	-10%	-$42.4K	0.22%	94
2014 Q2	$416K	Sell	4,943 -248	-5%	-$20.9K	0.25%	90
2014 Q1	$424K	Buy	5,191 +2	+0%	+$163	0.28%	83
2013 Q4	$452K	Buy	5,189 +452	+10%	+$39.4K	0.29%	82
2013 Q3	$410K	Buy	4,737 +1	+0%	+$87	0.28%	86
2013 Q2	$410K	Buy	+4,736	New	+$410K	0.28%	86