IA
IFG Advisors’s Philip Morris PM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.57M | Hold |
8,620
| – | – | 0.26% | 42 |
|
2025
Q1 | $1.37M | Hold |
8,620
| – | – | 0.26% | 46 |
|
2024
Q4 | $1.04M | Buy |
8,620
+867
| +11% | +$104K | 0.21% | 53 |
|
2024
Q3 | $941K | Hold |
7,753
| – | – | 0.2% | 54 |
|
2024
Q2 | $786K | Hold |
7,753
| – | – | 0.19% | 57 |
|
2024
Q1 | $710K | Hold |
7,753
| – | – | 0.18% | 58 |
|
2023
Q4 | $729K | Hold |
7,753
| – | – | 0.21% | 52 |
|
2023
Q3 | $718K | Hold |
7,753
| – | – | 0.26% | 43 |
|
2023
Q2 | $757K | Hold |
7,753
| – | – | 0.27% | 43 |
|
2023
Q1 | $754K | Hold |
7,753
| – | – | 0.3% | 40 |
|
2022
Q4 | $785K | Hold |
7,753
| – | – | 0.34% | 38 |
|
2022
Q3 | $644K | Hold |
7,753
| – | – | 0.33% | 44 |
|
2022
Q2 | $766K | Hold |
7,753
| – | – | 0.39% | 36 |
|
2022
Q1 | $728K | Buy |
7,753
+50
| +0.6% | +$4.7K | 0.32% | 47 |
|
2021
Q4 | $732K | Hold |
7,703
| – | – | 0.31% | 47 |
|
2021
Q3 | $730K | Hold |
7,703
| – | – | 0.33% | 43 |
|
2021
Q2 | $763K | Buy |
7,703
+150
| +2% | +$14.9K | 0.36% | 40 |
|
2021
Q1 | $670K | Hold |
7,553
| – | – | 0.37% | 38 |
|
2020
Q4 | $625K | Hold |
7,553
| – | – | 0.39% | 37 |
|
2020
Q3 | $565K | Hold |
7,553
| – | – | 0.4% | 41 |
|
2020
Q2 | $529K | Hold |
7,553
| – | – | 0.42% | 36 |
|
2020
Q1 | $551K | Hold |
7,553
| – | – | 0.54% | 29 |
|
2019
Q4 | $643K | Hold |
7,553
| – | – | 0.53% | 22 |
|
2019
Q3 | $573K | Buy |
+7,553
| New | +$573K | 0.53% | 23 |
|