IHT Wealth Management’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 | $7.57M | Sell |
41,579
-325
| -0.8% | -$59.2K | 0.21% | 101 |
|
2025
Q1 | $6.65M | Buy |
41,904
+410
| +1% | +$65.1K | 0.21% | 99 |
|
2024
Q4 | $4.99M | Sell |
41,494
-2,398
| -5% | -$289K | 0.16% | 129 |
|
2024
Q3 | $5.32M | Buy |
43,892
+4,852
| +12% | +$589K | 0.15% | 131 |
|
2024
Q2 | $3.96M | Sell |
39,040
-493
| -1% | -$50K | 0.15% | 141 |
|
2024
Q1 | $3.62M | Buy |
39,533
+25,952
| +191% | +$2.38M | 0.15% | 138 |
|
2023
Q4 | $1.28M | Buy |
13,581
+14
| +0.1% | +$1.32K | 0.06% | 324 |
|
2023
Q3 | $1.26M | Sell |
13,567
-34
| -0.2% | -$3.15K | 0.06% | 297 |
|
2023
Q2 | $1.33M | Sell |
13,601
-831
| -6% | -$81.1K | 0.07% | 270 |
|
2023
Q1 | $1.4M | Buy |
14,432
+714
| +5% | +$69.4K | 0.08% | 235 |
|
2022
Q4 | $1.39M | Sell |
13,718
-251
| -2% | -$25.4K | 0.09% | 235 |
|
2022
Q3 | $1.16M | Buy |
13,969
+4,908
| +54% | +$408K | 0.09% | 252 |
|
2022
Q2 | $895K | Buy |
9,061
+517
| +6% | +$51.1K | 0.08% | 259 |
|
2022
Q1 | $803K | Buy |
8,544
+1,475
| +21% | +$139K | 0.06% | 301 |
|
2021
Q4 | $672K | Buy |
7,069
+1,274
| +22% | +$121K | 0.05% | 352 |
|
2021
Q3 | $549K | Sell |
5,795
-3,942
| -40% | -$373K | 0.04% | 399 |
|
2021
Q2 | $965K | Buy |
9,737
+1,435
| +17% | +$142K | 0.06% | 330 |
|
2021
Q1 | $737K | Sell |
8,302
-85
| -1% | -$7.55K | 0.05% | 342 |
|
2020
Q4 | $694K | Sell |
8,387
-310
| -4% | -$25.7K | 0.06% | 318 |
|
2020
Q3 | $652K | Buy |
8,697
+997
| +13% | +$74.7K | 0.07% | 279 |
|
2020
Q2 | $539K | Sell |
7,700
-1,938
| -20% | -$136K | 0.07% | 274 |
|
2020
Q1 | $703K | Sell |
9,638
-10,942
| -53% | -$798K | 0.1% | 213 |
|
2019
Q4 | $1.75M | Sell |
20,580
-670
| -3% | -$57K | 0.21% | 117 |
|
2019
Q3 | $1.68M | Buy |
21,250
+9,135
| +75% | +$721K | 0.23% | 105 |
|
2019
Q2 | $957K | Buy |
12,115
+1,732
| +17% | +$137K | 0.14% | 165 |
|
2019
Q1 | $918K | Sell |
10,383
-2,168
| -17% | -$192K | 0.15% | 164 |
|
2018
Q4 | $838K | Buy |
12,551
+5,717
| +84% | +$382K | 0.16% | 151 |
|
2018
Q3 | $557K | Sell |
6,834
-183
| -3% | -$14.9K | 0.12% | 214 |
|
2018
Q2 | $567K | Buy |
7,017
+2,124
| +43% | +$172K | 0.14% | 186 |
|
2018
Q1 | $477K | Sell |
4,893
-1,241
| -20% | -$121K | 0.13% | 192 |
|
2017
Q4 | $639K | Buy |
6,134
+1,271
| +26% | +$132K | 0.17% | 147 |
|
2017
Q3 | $551K | Sell |
4,863
-1,340
| -22% | -$152K | 0.23% | 104 |
|
2017
Q2 | $1 | Buy |
6,203
+1,424
| +30% | – | ﹤0.01% | 1345 |
|
2017
Q1 | $541K | Buy |
4,779
+950
| +25% | +$108K | 0.36% | 66 |
|
2016
Q4 | $349K | Buy |
+3,829
| New | +$349K | 0.26% | 94 |
|