Horizon Investment 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 | $647K | Sell |
3,555
-66
| -2% | -$12K | 0.28% | 67 |
|
|
2025
Q1 | $575K | Sell |
3,621
-75
| -2% | -$11.9K | 0.28% | 66 |
|
|
2024
Q4 | $445K | Sell |
3,696
-50
| -1% | -$6.02K | 0.19% | 84 |
|
|
2024
Q3 | $455K | Sell |
3,746
-50
| -1% | -$6.07K | 0.19% | 81 |
|
|
2024
Q2 | $385K | Sell |
3,796
-153
| -4% | -$15.5K | 0.18% | 84 |
|
|
2024
Q1 | $362K | Sell |
3,949
-378
| -9% | -$34.6K | 0.18% | 83 |
|
|
2023
Q4 | $407K | Sell |
4,327
-191
| -4% | -$18K | 0.22% | 76 |
|
|
2023
Q3 | $418K | Sell |
4,518
-489
| -10% | -$45.3K | 0.25% | 73 |
|
|
2023
Q2 | $489K | Buy |
5,007
+45
| +0.9% | +$4.39K | 0.3% | 66 |
|
|
2023
Q1 | $483K | Buy |
4,962
+91
| +2% | +$8.85K | 0.31% | 72 |
|
|
2022
Q4 | $493K | Buy |
4,871
+100
| +2% | +$10.1K | 0.36% | 64 |
|
|
2022
Q3 | $396K | Buy |
4,771
+1
| +0% | +$83 | 0.29% | 72 |
|
|
2022
Q2 | $471K | Buy |
4,770
+10
| +0.2% | +$987 | 0.31% | 72 |
|
|
2022
Q1 | $447K | Buy |
4,760
+214
| +5% | +$20.1K | 0.23% | 82 |
|
|
2021
Q4 | $432K | Buy |
4,546
+29
| +0.6% | +$2.76K | 0.2% | 91 |
|
|
2021
Q3 | $428K | Buy |
4,517
+405
| +10% | +$38.4K | 0.21% | 83 |
|
|
2021
Q2 | $408K | Hold |
4,112
| – | – | 0.2% | 80 |
|
|
2021
Q1 | $365K | Sell |
4,112
-205
| -5% | -$18.2K | 0.2% | 83 |
|
|
2020
Q4 | $357K | Sell |
4,317
-173
| -4% | -$14.3K | 0.22% | 79 |
|
|
2020
Q3 | $337K | Hold |
4,490
| – | – | 0.22% | 78 |
|
|
2020
Q2 | $315K | Buy |
+4,490
| New | +$315K | 0.22% | 82 |
|
|
2020
Q1 | – | Sell |
-2,465
| Closed | -$210K | – | 107 |
|
|
2019
Q4 | $210K | Buy |
+2,465
| New | +$210K | 0.14% | 99 |
|