Jones Financial Companies’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.1M | Buy |
171,951
+29,847
| +21% | +$5.41M | 0.02% | 195 |
|
|
2025
Q1 | $22.1M | Buy |
142,104
+23,920
| +20% | +$3.72M | 0.02% | 197 |
|
|
2024
Q4 | $14.2M | Buy |
118,184
+41,043
| +53% | +$4.94M | 0.01% | 213 |
|
|
2024
Q3 | $9.32M | Buy |
77,141
+31,257
| +68% | +$3.78M | 0.01% | 216 |
|
|
2024
Q2 | $4.65M | Buy |
45,884
+22,109
| +93% | +$2.24M | 0.01% | 214 |
|
|
2024
Q1 | $2.18M | Sell |
23,775
-590
| -2% | -$54.1K | ﹤0.01% | 188 |
|
|
2023
Q4 | $2.29M | Buy |
24,365
+1,095
| +5% | +$103K | ﹤0.01% | 165 |
|
|
2023
Q3 | $2.15M | Sell |
23,270
-252
| -1% | -$23.3K | ﹤0.01% | 155 |
|
|
2023
Q2 | $2.3M | Sell |
23,522
-3,392
| -13% | -$331K | ﹤0.01% | 154 |
|
|
2023
Q1 | $2.62M | Sell |
26,914
-828
| -3% | -$80.5K | ﹤0.01% | 145 |
|
|
2022
Q4 | $2.81M | Sell |
27,742
-3,024
| -10% | -$306K | ﹤0.01% | 140 |
|
|
2022
Q3 | $2.55M | Sell |
30,766
-982
| -3% | -$81.5K | ﹤0.01% | 127 |
|
|
2022
Q2 | $3.14M | Sell |
31,748
-2,039
| -6% | -$201K | 0.01% | 122 |
|
|
2022
Q1 | $3.17M | Sell |
33,787
-3,823
| -10% | -$359K | ﹤0.01% | 129 |
|
|
2021
Q4 | $3.57M | Sell |
37,610
-349
| -0.9% | -$33.2K | 0.01% | 128 |
|
|
2021
Q3 | $3.6M | Sell |
37,959
-2,400
| -6% | -$227K | 0.01% | 125 |
|
|
2021
Q2 | $4M | Sell |
40,359
-4,004
| -9% | -$397K | 0.01% | 120 |
|
|
2021
Q1 | $3.94M | Sell |
44,363
-25,295
| -36% | -$2.24M | 0.01% | 122 |
|
|
2020
Q4 | $5.77M | Sell |
69,658
-6,899
| -9% | -$571K | 0.01% | 111 |
|
|
2020
Q3 | $5.74M | Sell |
76,557
-10,467
| -12% | -$785K | 0.01% | 109 |
|
|
2020
Q2 | $6.1M | Buy |
87,024
+4,846
| +6% | +$340K | 0.01% | 105 |
|
|
2020
Q1 | $6M | Buy |
82,178
+15,784
| +24% | +$1.15M | 0.01% | 99 |
|
|
2019
Q4 | $5.65M | Buy |
66,394
+11,113
| +20% | +$946K | 0.01% | 108 |
|
|
2019
Q3 | $4.2M | Buy |
55,281
+57
| +0.1% | +$4.33K | 0.01% | 112 |
|
|
2019
Q2 | $4.34M | Buy |
55,224
+3,453
| +7% | +$271K | 0.01% | 114 |
|
|
2019
Q1 | $4.58M | Buy |
51,771
+3,167
| +7% | +$280K | 0.01% | 114 |
|
|
2018
Q4 | $3.25M | Buy |
48,604
+12,813
| +36% | +$855K | 0.01% | 112 |
|
|
2018
Q3 | $2.92M | Buy |
35,791
+621
| +2% | +$50.6K | 0.01% | 118 |
|
|
2018
Q2 | $2.84M | Sell |
35,170
-4,195
| -11% | -$339K | 0.01% | 119 |
|
|
2018
Q1 | $3.91M | Sell |
39,365
-6,702
| -15% | -$666K | 0.01% | 104 |
|
|
2017
Q4 | $4.87M | Sell |
46,067
-1,153
| -2% | -$122K | 0.01% | 99 |
|
|
2017
Q3 | $5.24M | Sell |
47,220
-10,237
| -18% | -$1.14M | 0.01% | 95 |
|
|
2017
Q2 | $6.75M | Sell |
57,457
-3,719
| -6% | -$437K | 0.02% | 80 |
|
|
2017
Q1 | $6.91M | Sell |
61,176
-3,543
| -5% | -$400K | 0.02% | 79 |
|
|
2016
Q4 | $5.92M | Buy |
64,719
+7,667
| +13% | +$701K | 0.02% | 80 |
|
|
2016
Q3 | $5.55M | Buy |
57,052
+1,775
| +3% | +$173K | 0.02% | 82 |
|
|
2016
Q2 | $5.62M | Sell |
55,277
-385
| -0.7% | -$39.2K | 0.02% | 80 |
|
|
2016
Q1 | $5.46M | Sell |
55,662
-5,240
| -9% | -$514K | 0.03% | 75 |
|
|
2015
Q4 | $5.35M | Sell |
60,902
-8,142
| -12% | -$716K | 0.03% | 75 |
|
|
2015
Q3 | $5.48M | Buy |
69,044
+2,893
| +4% | +$229K | 0.04% | 69 |
|
|
2015
Q2 | $5.3M | Buy |
66,151
+2,134
| +3% | +$171K | 0.03% | 75 |
|
|
2015
Q1 | $4.82M | Buy |
64,017
+8,312
| +15% | +$626K | 0.03% | 82 |
|
|
2014
Q4 | $4.54M | Buy |
55,705
+2,308
| +4% | +$188K | 0.03% | 82 |
|
|
2014
Q3 | $4.45M | Sell |
53,397
-928
| -2% | -$77.4K | 0.03% | 78 |
|
|
2014
Q2 | $4.58M | Buy |
54,325
+481
| +0.9% | +$40.6K | 0.03% | 79 |
|
|
2014
Q1 | $4.41M | Buy |
53,844
+162
| +0.3% | +$13.3K | 0.04% | 75 |
|
|
2013
Q4 | $4.68M | Buy |
53,682
+2,880
| +6% | +$251K | 0.04% | 73 |
|
|
2013
Q3 | $4.4M | Sell |
50,802
-5,792
| -10% | -$502K | 0.04% | 67 |
|
|
2013
Q2 | $4.9M | Buy |
+56,594
| New | +$4.9M | 0.05% | 60 |
|