Institutional & Family Asset Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $954K | Buy |
9,412
+19
| +0.2% | +$1.93K | 0.15% | 99 |
|
|
2024
Q1 | $861K | Buy |
9,393
+17
| +0.2% | +$1.56K | 0.14% | 102 |
|
|
2023
Q4 | $882K | Buy |
9,376
+17
| +0.2% | +$1.6K | 0.15% | 98 |
|
|
2023
Q3 | $866K | Buy |
9,359
+16
| +0.2% | +$1.48K | 0.14% | 98 |
|
|
2023
Q2 | $912K | Buy |
9,343
+16
| +0.2% | +$1.56K | 0.15% | 98 |
|
|
2023
Q1 | $907K | Buy |
9,327
+15
| +0.2% | +$1.46K | 0.15% | 98 |
|
|
2022
Q4 | $942K | Buy |
9,312
+18
| +0.2% | +$1.82K | 0.16% | 94 |
|
|
2022
Q3 | $772K | Buy |
9,294
+16
| +0.2% | +$1.33K | 0.14% | 93 |
|
|
2022
Q2 | $916K | Buy |
9,278
+14
| +0.2% | +$1.38K | 0.16% | 87 |
|
|
2022
Q1 | $870K | Sell |
9,264
-25
| -0.3% | -$2.35K | 0.14% | 101 |
|
|
2021
Q4 | $882K | Buy |
9,289
+12
| +0.1% | +$1.14K | 0.14% | 102 |
|
|
2021
Q3 | $879K | Buy |
9,277
+11
| +0.1% | +$1.04K | 0.14% | 102 |
|
|
2021
Q2 | $918K | Sell |
9,266
-187
| -2% | -$18.5K | 0.15% | 100 |
|
|
2021
Q1 | $839K | Buy |
9,453
+13
| +0.1% | +$1.15K | 0.16% | 95 |
|
|
2020
Q4 | $782K | Buy |
9,440
+20
| +0.2% | +$1.66K | 0.16% | 99 |
|
|
2020
Q3 | $706K | Sell |
9,420
-2,272
| -19% | -$170K | 0.16% | 95 |
|
|
2020
Q2 | $819K | Sell |
11,692
-123
| -1% | -$8.62K | 0.17% | 94 |
|
|
2020
Q1 | $862K | Sell |
11,815
-1
| -0% | -$73 | 0.2% | 84 |
|
|
2019
Q4 | $1.01M | Sell |
11,816
-66
| -0.6% | -$5.61K | 0.21% | 89 |
|
|
2019
Q3 | $902K | Sell |
11,882
-110
| -0.9% | -$8.35K | 0.2% | 88 |
|
|
2019
Q2 | $942K | Sell |
11,992
-4
| -0% | -$314 | 0.2% | 88 |
|
|
2019
Q1 | $1.06M | Buy |
11,996
+61
| +0.5% | +$5.39K | 0.22% | 85 |
|
|
2018
Q4 | $797K | Sell |
11,935
-224
| -2% | -$15K | 0.18% | 90 |
|
|
2018
Q3 | $991K | Buy |
12,159
+258
| +2% | +$21K | 0.2% | 86 |
|
|
2018
Q2 | $961K | Buy |
11,901
+156
| +1% | +$12.6K | 0.2% | 85 |
|
|
2018
Q1 | $1.17M | Sell |
11,745
-1,260
| -10% | -$125K | 0.25% | 77 |
|
|
2017
Q4 | $1.37M | Sell |
13,005
-718
| -5% | -$75.9K | 0.26% | 73 |
|
|
2017
Q3 | $1.52M | Buy |
13,723
+1,042
| +8% | +$116K | 0.31% | 74 |
|
|
2017
Q2 | $1.49M | Buy |
12,681
+249
| +2% | +$29.2K | 0.36% | 62 |
|
|
2017
Q1 | $1.4M | Buy |
12,432
+2,598
| +26% | +$293K | 0.44% | 63 |
|
|
2016
Q4 | $900K | Sell |
9,834
-192
| -2% | -$17.6K | 0.28% | 73 |
|
|
2016
Q3 | $975K | Buy |
10,026
+1,401
| +16% | +$136K | 0.32% | 71 |
|
|
2016
Q2 | $877K | Buy |
8,625
+1
| +0% | +$102 | 0.31% | 71 |
|
|
2016
Q1 | $758K | Hold |
8,624
| – | – | 0.28% | 79 |
|
|
2015
Q4 | $758K | Buy |
+8,624
| New | +$758K | 0.28% | 79 |
|