HAG
HighPoint Advisor Group’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
65,765
+5,033
| +8% | +$917K | 0.64% | 29 |
|
|
2025
Q1 | $10.3M | Sell |
60,732
-4
| -0% | -$681 | 0.6% | 31 |
|
|
2024
Q4 | $8.98M | Buy |
60,736
+981
| +2% | +$145K | 0.49% | 36 |
|
|
2024
Q3 | $7.25M | Sell |
59,755
-434
| -0.7% | -$52.7K | 0.42% | 40 |
|
|
2024
Q2 | $6.9M | Sell |
60,189
-75
| -0.1% | -$8.6K | 0.41% | 43 |
|
|
2024
Q1 | $5.98M | Sell |
60,264
-487
| -0.8% | -$48.4K | 0.42% | 41 |
|
|
2023
Q4 | $5.54M | Buy |
+60,751
| New | +$5.54M | 0.4% | 44 |
|
|
2022
Q2 | $4.89M | Buy |
+51,488
| New | +$4.89M | 0.53% | 40 |
|
|
2021
Q3 | $4.38M | Sell |
46,233
-1,285
| -3% | -$122K | 0.43% | 45 |
|
|
2021
Q2 | $4.71M | Buy |
47,518
+4,516
| +11% | +$448K | 0.47% | 44 |
|
|
2021
Q1 | $3.92M | Buy |
43,002
+1,807
| +4% | +$165K | 0.45% | 49 |
|
|
2020
Q4 | $3.53M | Buy |
41,195
+3,018
| +8% | +$258K | 0.43% | 49 |
|
|
2020
Q3 | $2.71M | Buy |
38,177
+97
| +0.3% | +$6.88K | 0.49% | 48 |
|
|
2020
Q2 | $2.67M | Sell |
38,080
-3,389
| -8% | -$237K | 0.57% | 39 |
|
|
2020
Q1 | $3.06M | Sell |
41,469
-3,596
| -8% | -$265K | 0.73% | 30 |
|
|
2019
Q4 | $4M | Buy |
45,065
+7,908
| +21% | +$702K | 0.82% | 27 |
|
|
2019
Q3 | $3.11M | Sell |
37,157
-2,423
| -6% | -$202K | 0.69% | 33 |
|
|
2019
Q2 | $3.44M | Sell |
39,580
-2,689
| -6% | -$234K | 0.81% | 27 |
|
|
2019
Q1 | $3.57M | Sell |
42,269
-1,486
| -3% | -$125K | 0.87% | 26 |
|
|
2018
Q4 | $3.65M | Buy |
43,755
+1,443
| +3% | +$120K | 0.97% | 24 |
|
|
2018
Q3 | $3.7M | Sell |
42,312
-629
| -1% | -$55K | 1.01% | 18 |
|
|
2018
Q2 | $3.64M | Sell |
42,941
-312
| -0.7% | -$26.4K | 0.98% | 18 |
|
|
2018
Q1 | $3.44M | Buy |
43,253
+1,809
| +4% | +$144K | 0.94% | 19 |
|
|
2017
Q4 | $4.27M | Sell |
41,444
-72
| -0.2% | -$7.42K | 1.22% | 17 |
|
|
2017
Q3 | $4.27M | Buy |
41,516
+34,831
| +521% | +$3.58M | 1.32% | 15 |
|
|
2017
Q2 | $458K | Hold |
6,685
| – | – | 0.15% | 172 |
|
|
2017
Q1 | $458K | Sell |
6,685
-33,940
| -84% | -$2.33M | 0.15% | 172 |
|
|
2016
Q4 | $4.48M | Buy |
40,625
+404
| +1% | +$44.5K | 1.44% | 12 |
|
|
2016
Q3 | $3.59M | Buy |
40,221
+776
| +2% | +$69.3K | 1.26% | 14 |
|
|
2016
Q2 | $3.88M | Buy |
39,445
+24,180
| +158% | +$2.38M | 1.36% | 13 |
|
|
2016
Q1 | $1.48M | Buy |
15,265
+6,002
| +65% | +$582K | 0.91% | 23 |
|
|
2015
Q4 | $805K | Buy |
9,263
+4,594
| +98% | +$399K | 0.53% | 56 |
|
|
2015
Q3 | $370K | Buy |
+4,669
| New | +$370K | 0.41% | 97 |
|