Kavar Capital Partners Group’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.02M | Buy |
18,268
+2
| +0% | +$348 | 0.38% | 62 |
|
|
2025
Q4 | $2.93M | Sell |
18,266
-71
| -0.4% | -$11K | 0.4% | 57 |
|
|
2025
Q3 | $2.97M | Sell |
18,337
-125
| -0.7% | -$21K | 0.4% | 61 |
|
|
2025
Q2 | $3.36M | Buy |
18,462
+300
| +2% | +$51.5K | 0.48% | 57 |
|
|
2025
Q1 | $2.88M | Hold |
18,162
| – | – | 0.48% | 57 |
|
|
2024
Q4 | $2.19M | Hold |
18,162
| – | – | 0.37% | 64 |
|
|
2024
Q3 | $2.2M | Sell |
18,162
-175
| -1% | -$20.3K | 0.35% | 70 |
|
|
2024
Q2 | $1.86M | Hold |
18,337
| – | – | 0.34% | 70 |
|
|
2024
Q1 | $1.68M | Sell |
18,337
-14,491
| -44% | -$1.34M | 0.31% | 75 |
|
|
2023
Q4 | $3.09M | Buy |
32,828
+15,714
| +92% | +$1.45M | 0.35% | 70 |
|
|
2023
Q3 | $1.58M | Sell |
17,114
-75
| -0.4% | -$7.22K | 0.34% | 71 |
|
|
2023
Q2 | $1.68M | Buy |
17,189
+40
| +0.2% | +$3.82K | 0.36% | 71 |
|
|
2023
Q1 | $1.67M | Sell |
17,149
-1,185
| -6% | -$118K | 0.36% | 70 |
|
|
2022
Q4 | $1.86M | Sell |
18,334
-550
| -3% | -$51.9K | 0.43% | 64 |
|
|
2022
Q3 | $1.57M | Sell |
18,884
-279
| -1% | -$26.6K | 0.4% | 67 |
|
|
2022
Q2 | $1.89M | Sell |
19,163
-1,350
| -7% | -$138K | 0.44% | 62 |
|
|
2022
Q1 | $1.93M | Sell |
20,513
-1,084
| -5% | -$108K | 0.42% | 64 |
|
|
2021
Q4 | $2.05M | Sell |
21,597
-200
| -0.9% | -$18.7K | 0.43% | 66 |
|
|
2021
Q3 | $2.07M | Sell |
21,797
-175
| -0.8% | -$17.6K | 0.47% | 61 |
|
|
2021
Q2 | $2.18M | Sell |
21,972
-625
| -3% | -$60K | 0.53% | 58 |
|
|
2021
Q1 | $2M | Sell |
22,597
-1,300
| -5% | -$110K | 0.54% | 62 |
|
|
2020
Q4 | $1.98M | Sell |
23,897
-100
| -0.4% | -$7.79K | 0.57% | 54 |
|
|
2020
Q3 | $1.8M | Buy |
23,997
+150
| +0.6% | +$11.6K | 0.61% | 51 |
|
|
2020
Q2 | $1.67M | Sell |
23,847
-234
| -1% | -$17.1K | 0.64% | 54 |
|
|
2020
Q1 | $1.76M | Sell |
24,081
-3,725
| -13% | -$307K | 0.84% | 43 |
|
|
2019
Q4 | $2.37M | Sell |
27,806
-2,900
| -9% | -$239K | 0.88% | 42 |
|
|
2019
Q3 | $2.33M | Buy |
30,706
+708
| +2% | +$56.1K | 0.91% | 42 |
|
|
2019
Q2 | $2.36M | Buy |
29,998
+625
| +2% | +$51.6K | 0.93% | 41 |
|
|
2019
Q1 | $2.6M | Sell |
29,373
-400
| -1% | -$32.2K | 1.16% | 28 |
|
|
2018
Q4 | $1.99M | Sell |
29,773
-3,525
| -11% | -$294K | 1.07% | 39 |
|
|
2018
Q3 | $2.71M | Sell |
33,298
-497
| -1% | -$40.8K | 1.34% | 27 |
|
|
2018
Q2 | $2.73M | Buy |
33,795
+1,250
| +4% | +$106K | 1.37% | 22 |
|
|
2018
Q1 | $3.23M | Buy |
32,545
+382
| +1% | +$39.8K | 1.69% | 13 |
|
|
2017
Q4 | $3.4M | Buy |
32,163
+700
| +2% | +$74.6K | 1.8% | 15 |
|
|
2017
Q3 | $3.49M | Buy |
31,463
+200
| +0.6% | +$23.3K | 1.91% | 12 |
|
|
2017
Q2 | $3.67M | Sell |
31,263
-500
| -2% | -$57.9K | 2% | 11 |
|
|
2017
Q1 | $3.59M | Buy |
31,763
+2,540
| +9% | +$262K | 2% | 9 |
|
|
2016
Q4 | $2.67M | Buy |
29,223
+2,563
| +10% | +$237K | 1.69% | 18 |
|
|
2016
Q3 | $2.59M | Buy |
26,660
+4,210
| +19% | +$422K | 1.67% | 16 |
|
|
2016
Q2 | $2.28M | Buy |
22,450
+1,175
| +6% | +$117K | 1.47% | 22 |
|
|
2016
Q1 | $2.09M | Buy |
21,275
+6
| +0% | +$550 | 1.38% | 23 |
|
|
2015
Q4 | $1.87M | Buy |
21,269
+1,500
| +8% | +$130K | 1.2% | 35 |
|
|
2015
Q3 | $1.57M | Buy |
19,769
+1,408
| +8% | +$116K | 1.11% | 41 |
|
|
2015
Q2 | $1.47M | Buy |
18,361
+2,039
| +12% | +$168K | 1% | 41 |
|
|
2015
Q1 | $1.23M | Sell |
16,322
-119
| -0.7% | -$9.66K | 1.05% | 45 |
|
|
2014
Q4 | $1.34M | Hold |
16,441
| – | – | 1.05% | 36 |
|
|
2014
Q3 | $1.37M | Buy |
16,441
+75
| +0.5% | +$6.34K | 1.17% | 24 |
|
|
2014
Q2 | $1.38M | Sell |
16,366
-1,200
| -7% | -$103K | 1.17% | 20 |
|
|
2014
Q1 | $1.44M | Sell |
17,566
-1,132
| -6% | -$91.5K | 1.19% | 15 |
|
|
2013
Q4 | $1.63M | Buy |
+18,698
| New | +$1.63M | 1.46% | 12 |
|
Other funds holding PM
VCM
