Integrated Wealth Concepts’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 | $9.68M | Buy |
53,164
+8,523
| +19% | +$1.55M | 0.1% | 192 |
|
|
2025
Q1 | $7.09M | Sell |
44,641
-791
| -2% | -$126K | 0.08% | 242 |
|
|
2024
Q4 | $5.47M | Buy |
45,432
+766
| +2% | +$92.2K | 0.06% | 275 |
|
|
2024
Q3 | $5.42M | Buy |
44,666
+3,942
| +10% | +$479K | 0.07% | 269 |
|
|
2024
Q2 | $4.13M | Buy |
40,724
+1,047
| +3% | +$106K | 0.06% | 306 |
|
|
2024
Q1 | $3.64M | Sell |
39,677
-3,000
| -7% | -$275K | 0.05% | 335 |
|
|
2023
Q4 | $4.02M | Sell |
42,677
-7,343
| -15% | -$691K | 0.07% | 273 |
|
|
2023
Q3 | $4.63M | Buy |
50,020
+3,601
| +8% | +$333K | 0.08% | 238 |
|
|
2023
Q2 | $4.53M | Buy |
46,419
+3,635
| +8% | +$355K | 0.08% | 250 |
|
|
2023
Q1 | $4.16M | Buy |
42,784
+26,966
| +170% | +$2.62M | 0.09% | 225 |
|
|
2022
Q4 | $1.6M | Buy |
15,818
+1,241
| +9% | +$126K | 0.04% | 368 |
|
|
2022
Q3 | $1.21M | Buy |
14,577
+99
| +0.7% | +$8.22K | 0.04% | 386 |
|
|
2022
Q2 | $1.43M | Buy |
14,478
+1,575
| +12% | +$156K | 0.04% | 347 |
|
|
2022
Q1 | $1.21M | Buy |
12,903
+460
| +4% | +$43.2K | 0.04% | 356 |
|
|
2021
Q4 | $1.18M | Buy |
12,443
+698
| +6% | +$66.3K | 0.04% | 369 |
|
|
2021
Q3 | $1.11M | Buy |
11,745
+2,880
| +32% | +$273K | 0.04% | 359 |
|
|
2021
Q2 | $879K | Buy |
8,865
+1,708
| +24% | +$169K | 0.03% | 391 |
|
|
2021
Q1 | $635K | Buy |
7,157
+828
| +13% | +$73.5K | 0.03% | 413 |
|
|
2020
Q4 | $524K | Buy |
6,329
+421
| +7% | +$34.9K | 0.02% | 406 |
|
|
2020
Q3 | $443K | Buy |
5,908
+107
| +2% | +$8.02K | 0.03% | 373 |
|
|
2020
Q2 | $406K | Sell |
5,801
-67
| -1% | -$4.69K | 0.03% | 335 |
|
|
2020
Q1 | $428K | Sell |
5,868
-1,677
| -22% | -$122K | 0.04% | 249 |
|
|
2019
Q4 | $642K | Buy |
7,545
+116
| +2% | +$9.87K | 0.05% | 227 |
|
|
2019
Q3 | $564K | Sell |
7,429
-2,598
| -26% | -$197K | 0.06% | 184 |
|
|
2019
Q2 | $763K | Buy |
10,027
+1,412
| +16% | +$107K | 0.1% | 135 |
|
|
2019
Q1 | $762K | Buy |
8,615
+3,895
| +83% | +$345K | 0.13% | 126 |
|
|
2018
Q4 | $315K | Sell |
4,720
-474
| -9% | -$31.6K | 0.09% | 179 |
|
|
2018
Q3 | $425K | Buy |
5,194
+802
| +18% | +$65.6K | 0.13% | 136 |
|
|
2018
Q2 | $352K | Buy |
4,392
+1,118
| +34% | +$89.6K | 0.12% | 138 |
|
|
2018
Q1 | $319K | Buy |
3,274
+237
| +8% | +$23.1K | 0.13% | 138 |
|
|
2017
Q4 | $316K | Buy |
+3,037
| New | +$316K | 0.14% | 129 |
|