HHM 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 | $680K | Sell |
3,736
-85
| -2% | -$15.5K | 0.08% | 87 |
|
|
2025
Q1 | $606K | Sell |
3,821
-379
| -9% | -$60.2K | 0.08% | 92 |
|
|
2024
Q4 | $506K | Sell |
4,200
-583
| -12% | -$70.2K | 0.07% | 102 |
|
|
2024
Q3 | $581K | Sell |
4,783
-526
| -10% | -$63.9K | 0.08% | 92 |
|
|
2024
Q2 | $538K | Buy |
5,309
+4,450
| +518% | +$451K | 0.08% | 91 |
|
|
2024
Q1 | $78.7K | Sell |
859
-275
| -24% | -$25.2K | 0.01% | 235 |
|
|
2023
Q4 | $107K | Sell |
1,134
-3
| -0.3% | -$282 | 0.02% | 202 |
|
|
2023
Q3 | $105K | Hold |
1,137
| – | – | 0.02% | 196 |
|
|
2023
Q2 | $111K | Hold |
1,137
| – | – | 0.02% | 194 |
|
|
2023
Q1 | $111K | Buy |
1,137
+158
| +16% | +$15.4K | 0.02% | 188 |
|
|
2022
Q4 | $99.1K | Hold |
979
| – | – | 0.02% | 173 |
|
|
2022
Q3 | $81K | Buy |
979
+145
| +17% | +$12K | 0.02% | 179 |
|
|
2022
Q2 | $82K | Sell |
834
-150
| -15% | -$14.7K | 0.02% | 208 |
|
|
2022
Q1 | $92K | Hold |
984
| – | – | 0.02% | 229 |
|
|
2021
Q4 | $93K | Hold |
984
| – | – | 0.02% | 225 |
|
|
2021
Q3 | $93K | Hold |
984
| – | – | 0.03% | 216 |
|
|
2021
Q2 | $98K | Hold |
984
| – | – | 0.03% | 208 |
|
|
2021
Q1 | $87K | Hold |
984
| – | – | 0.03% | 206 |
|
|
2020
Q4 | $81K | Hold |
984
| – | – | 0.03% | 200 |
|
|
2020
Q3 | $74K | Hold |
984
| – | – | 0.03% | 183 |
|
|
2020
Q2 | $69K | Hold |
984
| – | – | 0.03% | 195 |
|
|
2020
Q1 | $72K | Buy |
+984
| New | +$72K | 0.04% | 166 |
|