Heritage Wealth 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 | $13.9M | Sell |
76,367
-2,224
| -3% | -$405K | 0.66% | 30 |
|
|
2025
Q1 | $12.5M | Sell |
78,591
-315
| -0.4% | -$50K | 0.63% | 30 |
|
|
2024
Q4 | $9.5M | Sell |
78,906
-1,698
| -2% | -$204K | 0.47% | 33 |
|
|
2024
Q3 | $9.79M | Sell |
80,604
-3,305
| -4% | -$401K | 0.46% | 34 |
|
|
2024
Q2 | $8.5M | Sell |
83,909
-23
| -0% | -$2.33K | 0.38% | 37 |
|
|
2024
Q1 | $7.69M | Sell |
83,932
-615
| -0.7% | -$56.3K | 0.35% | 38 |
|
|
2023
Q4 | $7.95M | Sell |
84,547
-52
| -0.1% | -$4.89K | 0.4% | 38 |
|
|
2023
Q3 | $7.83M | Sell |
84,599
-735
| -0.9% | -$68K | 0.43% | 35 |
|
|
2023
Q2 | $8.33M | Buy |
85,334
+22,699
| +36% | +$2.22M | 0.44% | 35 |
|
|
2023
Q1 | $6.09M | Sell |
62,635
-1,345
| -2% | -$131K | 0.34% | 35 |
|
|
2022
Q4 | $6.48M | Sell |
63,980
-239
| -0.4% | -$24.2K | 0.38% | 36 |
|
|
2022
Q3 | $5.33M | Buy |
64,219
+879
| +1% | +$73K | 0.39% | 34 |
|
|
2022
Q2 | $6.25M | Sell |
63,340
-980
| -2% | -$96.8K | 0.43% | 33 |
|
|
2022
Q1 | $6.04M | Sell |
64,320
-3,008
| -4% | -$283K | 0.33% | 36 |
|
|
2021
Q4 | $6.4M | Buy |
67,328
+300
| +0.4% | +$28.5K | 0.35% | 36 |
|
|
2021
Q3 | $6.35M | Buy |
67,028
+853
| +1% | +$80.9K | 0.39% | 36 |
|
|
2021
Q2 | $6.56M | Sell |
66,175
-342
| -0.5% | -$33.9K | 0.4% | 36 |
|
|
2021
Q1 | $5.9M | Sell |
66,517
-8,300
| -11% | -$737K | 0.36% | 38 |
|
|
2020
Q4 | $6.19M | Buy |
74,817
+5,480
| +8% | +$454K | 0.39% | 38 |
|
|
2020
Q3 | $5.2M | Buy |
69,337
+620
| +0.9% | +$46.5K | 0.67% | 32 |
|
|
2020
Q2 | $4.81M | Buy |
68,717
+325
| +0.5% | +$22.8K | 0.67% | 30 |
|
|
2020
Q1 | $4.99M | Sell |
68,392
-848
| -1% | -$61.9K | 0.89% | 20 |
|
|
2019
Q4 | $5.89M | Buy |
69,240
+1,899
| +3% | +$162K | 0.78% | 17 |
|
|
2019
Q3 | $5.11M | Sell |
67,341
-1,759
| -3% | -$134K | 0.75% | 16 |
|
|
2019
Q2 | $5.43M | Sell |
69,100
-706
| -1% | -$55.4K | 0.83% | 15 |
|
|
2019
Q1 | $6.17M | Buy |
69,806
+85
| +0.1% | +$7.51K | 1.01% | 12 |
|
|
2018
Q4 | $4.65M | Sell |
69,721
-71
| -0.1% | -$4.74K | 0.91% | 13 |
|
|
2018
Q3 | $5.69M | Sell |
69,792
-100
| -0.1% | -$8.15K | 1.11% | 11 |
|
|
2018
Q2 | $5.64M | Buy |
69,892
+48
| +0.1% | +$3.88K | 2.11% | 8 |
|
|
2018
Q1 | $6.95M | Buy |
69,844
+8
| +0% | +$795 | 2.88% | 6 |
|
|
2017
Q4 | $7.38M | Sell |
69,836
-660
| -0.9% | -$69.7K | 3.16% | 5 |
|
|
2017
Q3 | $7.83M | Sell |
70,496
-238
| -0.3% | -$26.4K | 3.94% | 4 |
|
|
2017
Q2 | $8.31M | Buy |
70,734
+3,609
| +5% | +$424K | 4.3% | 4 |
|
|
2017
Q1 | $7.58M | Buy |
67,125
+273
| +0.4% | +$30.8K | 4.08% | 4 |
|
|
2016
Q4 | $6.12M | Sell |
66,852
-202
| -0.3% | -$18.5K | 4% | 4 |
|
|
2016
Q3 | $6.52M | Buy |
67,054
+1,161
| +2% | +$113K | 4.52% | 4 |
|
|
2016
Q2 | $6.7M | Buy |
65,893
+992
| +2% | +$101K | 4.53% | 4 |
|
|
2016
Q1 | $6.37M | Hold |
64,901
| – | – | 4.99% | 4 |
|
|
2015
Q4 | $5.7M | Sell |
64,901
-55
| -0.1% | -$4.83K | 4.81% | 4 |
|
|
2015
Q3 | $5.15M | Buy |
64,956
+52
| +0.1% | +$4.12K | 4.43% | 6 |
|
|
2015
Q2 | $5.2M | Hold |
64,904
| – | – | 4.32% | 4 |
|
|
2015
Q1 | $4.89M | Sell |
64,904
-1,180
| -2% | -$88.9K | 4.03% | 4 |
|
|
2014
Q4 | $5.38M | Buy |
66,084
+1,480
| +2% | +$121K | 4.81% | 4 |
|
|
2014
Q3 | $5.39M | Sell |
64,604
-33
| -0.1% | -$2.75K | 5.6% | 4 |
|
|
2014
Q2 | $5.45M | Buy |
64,637
+33
| +0.1% | +$2.78K | 5.84% | 4 |
|
|
2014
Q1 | $5.29M | Buy |
64,604
+10,590
| +20% | +$867K | 6.12% | 4 |
|
|
2013
Q4 | $4.71M | Buy |
+54,014
| New | +$4.71M | 5.93% | 4 |
|