Insight 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 | $441K | Buy |
2,419
+67
| +3% | +$12.2K | 0.07% | 169 |
|
|
2025
Q1 | $373K | Buy |
2,352
+40
| +2% | +$6.35K | 0.06% | 182 |
|
|
2024
Q4 | $277K | Buy |
2,312
+9
| +0.4% | +$1.08K | 0.05% | 231 |
|
|
2024
Q3 | $280K | Buy |
2,303
+6
| +0.3% | +$728 | 0.05% | 236 |
|
|
2024
Q2 | $233K | Buy |
2,297
+12
| +0.5% | +$1.22K | 0.04% | 259 |
|
|
2024
Q1 | $209K | Sell |
2,285
-237
| -9% | -$21.7K | 0.04% | 275 |
|
|
2023
Q4 | $237K | Sell |
2,522
-424
| -14% | -$39.9K | 0.05% | 246 |
|
|
2023
Q3 | $273K | Buy |
2,946
+45
| +2% | +$4.17K | 0.06% | 218 |
|
|
2023
Q2 | $283K | Sell |
2,901
-9
| -0.3% | -$879 | 0.06% | 225 |
|
|
2023
Q1 | $283K | Buy |
2,910
+11
| +0.4% | +$1.07K | 0.07% | 235 |
|
|
2022
Q4 | $294K | Buy |
2,899
+12
| +0.4% | +$1.22K | 0.1% | 247 |
|
|
2022
Q3 | $240K | Buy |
2,887
+675
| +31% | +$56.1K | 0.09% | 240 |
|
|
2022
Q2 | $217K | Sell |
2,212
-24
| -1% | -$2.35K | 0.07% | 274 |
|
|
2022
Q1 | $210K | Hold |
2,236
| – | – | 0.06% | 296 |
|
|
2021
Q4 | $212K | Buy |
2,236
+6
| +0.3% | +$569 | 0.06% | 291 |
|
|
2021
Q3 | $209K | Sell |
2,230
-4
| -0.2% | -$375 | 0.06% | 288 |
|
|
2021
Q2 | $223K | Buy |
2,234
+11
| +0.5% | +$1.1K | 0.07% | 283 |
|
|
2021
Q1 | $211K | Buy |
+2,223
| New | +$211K | 0.07% | 308 |
|