JFS Wealth 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 | $875K | Buy |
4,802
+41
| +0.9% | +$7.47K | 0.06% | 157 |
|
|
2025
Q1 | $756K | Buy |
4,761
+223
| +5% | +$35.4K | 0.05% | 163 |
|
|
2024
Q4 | $546K | Sell |
4,538
-67
| -1% | -$8.06K | 0.04% | 188 |
|
|
2024
Q3 | $559K | Buy |
4,605
+1,385
| +43% | +$168K | 0.04% | 189 |
|
|
2024
Q2 | $326K | Sell |
3,220
-3
| -0.1% | -$304 | 0.03% | 186 |
|
|
2024
Q1 | $295K | Sell |
3,223
-82
| -2% | -$7.51K | 0.02% | 203 |
|
|
2023
Q4 | $311K | Sell |
3,305
-97
| -3% | -$9.13K | 0.03% | 185 |
|
|
2023
Q3 | $315K | Buy |
3,402
+51
| +2% | +$4.72K | 0.03% | 173 |
|
|
2023
Q2 | $327K | Sell |
3,351
-14
| -0.4% | -$1.37K | 0.03% | 170 |
|
|
2023
Q1 | $327K | Sell |
3,365
-64
| -2% | -$6.22K | 0.03% | 170 |
|
|
2022
Q4 | $347K | Sell |
3,429
-36
| -1% | -$3.64K | 0.03% | 171 |
|
|
2022
Q3 | $288K | Buy |
3,465
+82
| +2% | +$6.82K | 0.03% | 182 |
|
|
2022
Q2 | $334K | Sell |
3,383
-611
| -15% | -$60.3K | 0.04% | 166 |
|
|
2022
Q1 | $375K | Buy |
3,994
+455
| +13% | +$42.7K | 0.04% | 177 |
|
|
2021
Q4 | $336K | Sell |
3,539
-208
| -6% | -$19.7K | 0.03% | 185 |
|
|
2021
Q3 | $355K | Buy |
3,747
+1,122
| +43% | +$106K | 0.04% | 171 |
|
|
2021
Q2 | $260K | Buy |
2,625
+560
| +27% | +$55.5K | 0.04% | 150 |
|
|
2021
Q1 | $183K | Buy |
2,065
+37
| +2% | +$3.28K | 0.04% | 147 |
|
|
2020
Q4 | $168K | Hold |
2,028
| – | – | 0.04% | 150 |
|
|
2020
Q3 | $152K | Hold |
2,028
| – | – | 0.04% | 149 |
|
|
2020
Q2 | $142K | Sell |
2,028
-750
| -27% | -$52.5K | 0.04% | 153 |
|
|
2020
Q1 | $203K | Hold |
2,778
| – | – | 0.06% | 126 |
|
|
2019
Q4 | $236K | Hold |
2,778
| – | – | 0.06% | 128 |
|
|
2019
Q3 | $211K | Hold |
2,778
| – | – | 0.05% | 139 |
|
|
2019
Q2 | $218K | Hold |
2,778
| – | – | 0.06% | 133 |
|
|
2019
Q1 | $246K | Hold |
2,778
| – | – | 0.06% | 123 |
|
|
2018
Q4 | $185K | Sell |
2,778
-110
| -4% | -$7.33K | 0.05% | 135 |
|
|
2018
Q3 | $235K | Sell |
2,888
-164
| -5% | -$13.3K | 0.06% | 134 |
|
|
2018
Q2 | $246K | Sell |
3,052
-70
| -2% | -$5.64K | 0.06% | 124 |
|
|
2018
Q1 | $310K | Buy |
3,122
+3
| +0.1% | +$298 | 0.08% | 112 |
|
|
2017
Q4 | $330K | Buy |
3,119
+75
| +2% | +$7.94K | 0.08% | 106 |
|
|
2017
Q3 | $338K | Buy |
3,044
+735
| +32% | +$81.6K | 0.09% | 102 |
|
|
2017
Q2 | $271K | Sell |
2,309
-362
| -14% | -$42.5K | 0.07% | 101 |
|
|
2017
Q1 | $244K | Hold |
2,671
| – | – | 0.07% | 112 |
|
|
2016
Q4 | $244K | Buy |
2,671
+6
| +0.2% | +$548 | 0.07% | 112 |
|
|
2016
Q3 | $259K | Sell |
2,665
-2,126
| -44% | -$207K | 0.07% | 108 |
|
|
2016
Q2 | $487K | Buy |
4,791
+2,070
| +76% | +$210K | 0.13% | 92 |
|
|
2016
Q1 | $267K | Sell |
2,721
-43
| -2% | -$4.22K | 0.08% | 111 |
|
|
2015
Q4 | $243K | Buy |
2,764
+718
| +35% | +$63.1K | 0.07% | 119 |
|
|
2015
Q3 | $162K | Buy |
+2,046
| New | +$162K | 0.07% | 122 |
|