IFP 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 | $7.12M | Buy |
39,108
+980
| +3% | +$178K | 0.2% | 101 |
|
|
2025
Q1 | $6.05M | Buy |
38,128
+6,173
| +19% | +$980K | 0.19% | 110 |
|
|
2024
Q4 | $3.85M | Buy |
31,955
+2,506
| +9% | +$302K | 0.13% | 178 |
|
|
2024
Q3 | $3.57M | Buy |
29,449
+10,536
| +56% | +$1.28M | 0.13% | 167 |
|
|
2024
Q2 | $1.92M | Buy |
18,913
+197
| +1% | +$20K | 0.08% | 275 |
|
|
2024
Q1 | $1.71M | Buy |
18,716
+5,395
| +40% | +$494K | 0.08% | 285 |
|
|
2023
Q4 | $1.25M | Sell |
13,321
-6,207
| -32% | -$584K | 0.06% | 340 |
|
|
2023
Q3 | $1.81M | Sell |
19,528
-3,942
| -17% | -$365K | 0.08% | 259 |
|
|
2023
Q2 | $2.29M | Buy |
23,470
+1,143
| +5% | +$112K | 0.1% | 230 |
|
|
2023
Q1 | $2.52M | Sell |
22,327
-20,586
| -48% | -$2.33M | 0.11% | 192 |
|
|
2022
Q4 | $4.86M | Buy |
42,913
+2,935
| +7% | +$333K | 0.13% | 152 |
|
|
2022
Q3 | $4.55M | Buy |
39,978
+2,606
| +7% | +$296K | 0.12% | 177 |
|
|
2022
Q2 | $4.23M | Hold |
37,372
| – | – | 0.14% | 163 |
|
|
2022
Q1 | $4.23M | Buy |
37,372
+16,754
| +81% | +$1.9M | 0.14% | 163 |
|
|
2021
Q4 | $1.97M | Sell |
20,618
-313
| -1% | -$29.8K | 0.04% | 268 |
|
|
2021
Q3 | $1.98M | Buy |
20,931
+4,267
| +26% | +$404K | 0.04% | 253 |
|
|
2021
Q2 | $1.65M | Buy |
16,664
+2,108
| +14% | +$209K | 0.03% | 280 |
|
|
2021
Q1 | $1.29M | Sell |
14,556
-1,039
| -7% | -$92.2K | 0.03% | 318 |
|
|
2020
Q4 | $1.29M | Sell |
15,595
-3,716
| -19% | -$308K | 0.05% | 287 |
|
|
2020
Q3 | $1.44M | Sell |
19,311
-2,089
| -10% | -$156K | 0.09% | 225 |
|
|
2020
Q2 | $1.51M | Sell |
21,400
-2,101
| -9% | -$148K | 0.12% | 184 |
|
|
2020
Q1 | $1.67M | Sell |
23,501
-189
| -0.8% | -$13.4K | 0.17% | 134 |
|
|
2019
Q4 | $2.05M | Sell |
23,690
-1,244
| -5% | -$108K | 0.15% | 161 |
|
|
2019
Q3 | $1.89M | Buy |
+24,934
| New | +$1.89M | 0.13% | 180 |
|
|
2019
Q1 | $1M | Sell |
11,353
-23,925
| -68% | -$2.11M | 0.14% | 161 |
|
|
2018
Q4 | $2.37M | Sell |
35,278
-10,760
| -23% | -$724K | 0.14% | 158 |
|
|
2018
Q3 | $3.75M | Sell |
46,038
-2,712
| -6% | -$221K | 0.15% | 156 |
|
|
2018
Q2 | $3.94M | Sell |
48,750
-2,890
| -6% | -$233K | 0.17% | 146 |
|
|
2018
Q1 | $5.46M | Hold |
51,640
| – | – | 0.25% | 86 |
|
|
2017
Q4 | $5.46M | Sell |
51,640
-24,661
| -32% | -$2.61M | 0.25% | 85 |
|
|
2017
Q3 | $8.47M | Sell |
76,301
-3,235
| -4% | -$359K | 0.34% | 57 |
|
|
2017
Q2 | $9.34M | Sell |
79,536
-3,477
| -4% | -$408K | 0.4% | 48 |
|
|
2017
Q1 | $9.37M | Sell |
83,013
-1,139
| -1% | -$129K | 0.41% | 49 |
|
|
2016
Q4 | $7.7M | Sell |
84,152
-822
| -1% | -$75.2K | 0.37% | 54 |
|
|
2016
Q3 | $8.26M | Buy |
84,974
+1,073
| +1% | +$104K | 0.43% | 42 |
|
|
2016
Q2 | $8.53M | Buy |
83,901
+72,548
| +639% | +$7.38M | 0.48% | 38 |
|
|
2016
Q1 | $1M | Sell |
11,353
-52,417
| -82% | -$4.62M | 0.14% | 161 |
|
|
2015
Q4 | $5.61M | Buy |
+63,770
| New | +$5.61M | 0.38% | 57 |
|