IFG Advisory’s Philip Morris PM Stock Holding History

IFG Advisory’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.86M	Sell	32,195 -2,465	-7%	-$449K	0.29%	87
2025 Q1	$5.5M	Buy	34,660 +1,443	+4%	+$229K	0.3%	87
2024 Q4	$4M	Buy	33,217 +724	+2%	+$87.1K	0.23%	118
2024 Q3	$3.94M	Buy	32,493 +704	+2%	+$85.5K	0.25%	120
2024 Q2	$3.22M	Buy	31,789 +1,771	+6%	+$179K	0.21%	124
2024 Q1	$2.75M	Sell	30,018 -5,308	-15%	-$486K	0.21%	140
2023 Q4	$3.32M	Sell	35,326 -872	-2%	-$82K	0.24%	119
2023 Q3	$3.35M	Buy	36,198 +429	+1%	+$39.7K	0.28%	93
2023 Q2	$3.49M	Buy	35,769 +3,791	+12%	+$370K	0.31%	88
2023 Q1	$3.11M	Buy	31,978 +861	+3%	+$83.7K	0.29%	80
2022 Q4	$3.15M	Sell	31,117 -6,928	-18%	-$701K	0.31%	75
2022 Q3	$3.16M	Buy	38,045 +7,872	+26%	+$653K	0.29%	76
2022 Q2	$2.98M	Sell	30,173 -4,672	-13%	-$461K	0.32%	65
2022 Q1	$3.27M	Sell	34,845 -1,949	-5%	-$183K	0.33%	72
2021 Q4	$3.5M	Buy	36,794 +16,191	+79%	+$1.54M	0.34%	65
2021 Q3	$1.95M	Buy	20,603 +1,756	+9%	+$166K	0.21%	125
2021 Q2	$1.87M	Sell	18,847 -1,136	-6%	-$113K	0.21%	122
2021 Q1	$1.77M	Buy	19,983 +420	+2%	+$37.3K	0.22%	117
2020 Q4	$1.62M	Buy	19,563 +3,362	+21%	+$278K	0.22%	111
2020 Q3	$1.21M	Buy	16,201 +3,532	+28%	+$265K	0.2%	122
2020 Q2	$887K	Sell	12,669 -718	-5%	-$50.3K	0.16%	152
2020 Q1	$976K	Sell	13,387 -680	-5%	-$49.6K	0.22%	109
2019 Q4	$1.2M	Sell	14,067 -344	-2%	-$29.2K	0.22%	113
2019 Q3	$1.09M	Sell	14,411 -2,455	-15%	-$186K	0.21%	120
2019 Q2	$1.32M	Buy	16,866 +417	+3%	+$32.7K	0.23%	91
2019 Q1	$1.45M	Buy	16,449 +1,486	+10%	+$131K	0.28%	81
2018 Q4	$998K	Buy	14,963 +1,273	+9%	+$84.9K	0.24%	100
2018 Q3	$1.12M	Buy	13,690 +3,604	+36%	+$294K	0.21%	110
2018 Q2	$814K	Sell	10,086 -59	-0.6%	-$4.76K	0.17%	131
2018 Q1	$1.01M	Buy	10,145 +800	+9%	+$79.5K	0.22%	105
2017 Q4	$987K	Buy	+9,345	New	+$987K	0.22%	109