Institute for Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $428K | Buy |
2,591
+19
| +0.7% | +$3.3K | 0.05% | 349 |
|
|
2025
Q4 | $413K | Buy |
2,572
+437
| +20% | +$67.7K | 0.04% | 353 |
|
|
2025
Q3 | $346K | Buy |
2,135
+58
| +3% | +$9.76K | 0.04% | 419 |
|
|
2025
Q2 | $378K | Hold |
2,077
| – | – | 0.04% | 375 |
|
|
2025
Q1 | $330K | Hold |
2,077
| – | – | 0.04% | 390 |
|
|
2024
Q4 | $250K | Sell |
2,077
-713
| -26% | -$90K | 0.03% | 442 |
|
|
2024
Q3 | $339K | Hold |
2,790
| – | – | 0.04% | 385 |
|
|
2024
Q2 | $283K | Buy |
2,790
+43
| +2% | +$4.2K | 0.04% | 398 |
|
|
2024
Q1 | $252K | Buy |
2,747
+162
| +6% | +$14.9K | 0.03% | 428 |
|
|
2023
Q4 | $243K | Hold |
2,585
| – | – | 0.04% | 417 |
|
|
2023
Q3 | $239K | Sell |
2,585
-24
| -0.9% | -$2.31K | 0.04% | 395 |
|
|
2023
Q2 | $255K | Hold |
2,609
| – | – | 0.05% | 401 |
|
|
2023
Q1 | $254K | Hold |
2,609
| – | – | 0.05% | 389 |
|
|
2022
Q4 | $264K | Sell |
2,609
-4
| -0.2% | -$377 | 0.06% | 372 |
|
|
2022
Q3 | $217K | Hold |
2,613
| – | – | 0.05% | 411 |
|
|
2022
Q2 | $258K | Sell |
2,613
-23
| -0.9% | -$2.35K | 0.05% | 435 |
|
|
2022
Q1 | $248K | Hold |
2,636
| – | – | 0.04% | 469 |
|
|
2021
Q4 | $250K | Buy |
2,636
+23
| +0.9% | +$2.15K | 0.04% | 416 |
|
|
2021
Q3 | $248K | Hold |
2,613
| – | – | 0.04% | 418 |
|
|
2021
Q2 | $259K | Hold |
2,613
| – | – | 0.05% | 409 |
|
|
2021
Q1 | $232K | Sell |
2,613
-253
| -9% | -$21.5K | 0.04% | 411 |
|
|
2020
Q4 | $237K | Sell |
2,866
-945
| -25% | -$73.6K | 0.05% | 395 |
|
|
2020
Q3 | $286K | Buy |
+3,811
| New | +$294K | 0.07% | 325 |
|
|
2020
Q2 | – | Sell |
-2,829
| Closed | -$206K | – | 439 |
|
|
2020
Q1 | $206K | Buy |
2,829
+124
| +5% | +$10.2K | 0.07% | 364 |
|
|
2019
Q4 | $230K | Sell |
2,705
-1
| -0% | -$82 | 0.05% | 398 |
|
|
2019
Q3 | $206K | Sell |
2,706
-2,117
| -44% | -$168K | 0.05% | 391 |
|
|
2019
Q2 | $379K | Sell |
4,823
-22
| -0.5% | -$1.82K | 0.08% | 301 |
|
|
2019
Q1 | $429K | Buy |
+4,845
| New | +$390K | 0.09% | 268 |
|
|
2017
Q3 | – | Sell |
-6,457
| Closed | -$757K | – | 358 |
|
|
2017
Q2 | $757K | Buy |
+6,457
| New | +$748K | 0.21% | 154 |
|
Other funds holding PM
VCM
