JNBA Financial 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 | $24.4K | Hold |
134
| – | – | ﹤0.01% | 372 |
|
|
2025
Q1 | $21.3K | Sell |
134
-49
| -27% | -$7.78K | ﹤0.01% | 374 |
|
|
2024
Q4 | $22K | Hold |
183
| – | – | ﹤0.01% | 375 |
|
|
2024
Q3 | $22.2K | Sell |
183
-49
| -21% | -$5.95K | ﹤0.01% | 381 |
|
|
2024
Q2 | $23.5K | Hold |
232
| – | – | ﹤0.01% | 366 |
|
|
2024
Q1 | $21.3K | Sell |
232
-18
| -7% | -$1.65K | ﹤0.01% | 387 |
|
|
2023
Q4 | $23.5K | Hold |
250
| – | – | ﹤0.01% | 378 |
|
|
2023
Q3 | $23.1K | Hold |
250
| – | – | ﹤0.01% | 367 |
|
|
2023
Q2 | $24.4K | Buy |
250
+98
| +64% | +$9.57K | ﹤0.01% | 367 |
|
|
2023
Q1 | $14.8K | Buy |
152
+18
| +13% | +$1.75K | ﹤0.01% | 427 |
|
|
2022
Q4 | $13.6K | Hold |
134
| – | – | ﹤0.01% | 422 |
|
|
2022
Q3 | $11K | Buy |
+134
| New | +$11K | ﹤0.01% | 448 |
|
|
2022
Q1 | – | Sell |
-28
| Closed | -$3K | – | 806 |
|
|
2021
Q4 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 704 |
|
|
2019
Q3 | – | Sell |
-125
| Closed | -$10K | – | 674 |
|
|
2019
Q2 | $10K | Buy |
+125
| New | +$10K | ﹤0.01% | 438 |
|
|
2019
Q1 | – | Sell |
-106
| Closed | -$7K | – | 561 |
|
|
2018
Q4 | $7K | Sell |
106
-3,121
| -97% | -$206K | ﹤0.01% | 408 |
|
|
2018
Q3 | $263K | Buy |
+3,227
| New | +$263K | 0.12% | 109 |
|
|
2017
Q1 | – | Sell |
-170
| Closed | -$16K | – | 488 |
|
|
2016
Q4 | $16K | Sell |
170
-23,216
| -99% | -$2.19M | ﹤0.01% | 323 |
|
|
2016
Q3 | $2.27M | Buy |
23,386
+23,216
| +13,656% | +$2.26M | 0.33% | 27 |
|
|
2016
Q2 | $17K | Hold |
170
| – | – | ﹤0.01% | 304 |
|
|
2016
Q1 | $17K | Hold |
170
| – | – | 0.01% | 304 |
|
|
2015
Q4 | $15K | Hold |
170
| – | – | 0.01% | 310 |
|
|
2015
Q3 | $13K | Hold |
170
| – | – | 0.01% | 325 |
|
|
2015
Q2 | $14K | Hold |
170
| – | – | 0.01% | 326 |
|
|
2015
Q1 | $13K | Hold |
170
| – | – | 0.01% | 341 |
|
|
2014
Q4 | $14K | Hold |
170
| – | – | 0.01% | 325 |
|
|
2014
Q3 | $14K | Hold |
170
| – | – | 0.01% | 329 |
|
|
2014
Q2 | $14K | Hold |
170
| – | – | 0.01% | 313 |
|
|
2014
Q1 | $14K | Hold |
170
| – | – | 0.01% | 295 |
|
|
2013
Q4 | $15K | Sell |
170
-100
| -37% | -$8.82K | 0.01% | 281 |
|
|
2013
Q3 | $23K | Hold |
270
| – | – | 0.01% | 221 |
|
|
2013
Q2 | $23K | Buy |
+270
| New | +$23K | 0.02% | 196 |
|