Kavar Capital Partners Group’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 | $3.36M | Buy |
18,462
+300
| +2% | +$54.6K | 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% | -$21.2K | 0.35% | 70 |
|
|
2024
Q2 | $1.86M | Hold |
18,337
| – | – | 0.34% | 70 |
|
|
2024
Q1 | $1.68M | Sell |
18,337
-14,491
| -44% | -$1.33M | 0.31% | 75 |
|
|
2023
Q4 | $3.09M | Buy |
32,828
+15,714
| +92% | +$1.48M | 0.35% | 70 |
|
|
2023
Q3 | $1.58M | Sell |
17,114
-75
| -0.4% | -$6.94K | 0.34% | 71 |
|
|
2023
Q2 | $1.68M | Buy |
17,189
+40
| +0.2% | +$3.91K | 0.36% | 71 |
|
|
2023
Q1 | $1.67M | Sell |
17,149
-1,185
| -6% | -$115K | 0.36% | 70 |
|
|
2022
Q4 | $1.86M | Sell |
18,334
-550
| -3% | -$55.7K | 0.43% | 64 |
|
|
2022
Q3 | $1.57M | Sell |
18,884
-279
| -1% | -$23.2K | 0.4% | 67 |
|
|
2022
Q2 | $1.89M | Sell |
19,163
-1,350
| -7% | -$133K | 0.44% | 62 |
|
|
2022
Q1 | $1.93M | Sell |
20,513
-1,084
| -5% | -$102K | 0.42% | 64 |
|
|
2021
Q4 | $2.05M | Sell |
21,597
-200
| -0.9% | -$19K | 0.43% | 66 |
|
|
2021
Q3 | $2.07M | Sell |
21,797
-175
| -0.8% | -$16.6K | 0.47% | 61 |
|
|
2021
Q2 | $2.18M | Sell |
21,972
-625
| -3% | -$62K | 0.53% | 58 |
|
|
2021
Q1 | $2.01M | Sell |
22,597
-1,300
| -5% | -$115K | 0.54% | 62 |
|
|
2020
Q4 | $1.98M | Sell |
23,897
-100
| -0.4% | -$8.28K | 0.57% | 54 |
|
|
2020
Q3 | $1.8M | Buy |
23,997
+150
| +0.6% | +$11.3K | 0.61% | 51 |
|
|
2020
Q2 | $1.67M | Sell |
23,847
-234
| -1% | -$16.4K | 0.64% | 54 |
|
|
2020
Q1 | $1.76M | Sell |
24,081
-3,725
| -13% | -$272K | 0.84% | 43 |
|
|
2019
Q4 | $2.37M | Sell |
27,806
-2,900
| -9% | -$247K | 0.88% | 42 |
|
|
2019
Q3 | $2.33M | Buy |
30,706
+708
| +2% | +$53.8K | 0.91% | 42 |
|
|
2019
Q2 | $2.36M | Buy |
29,998
+625
| +2% | +$49.1K | 0.93% | 41 |
|
|
2019
Q1 | $2.6M | Sell |
29,373
-400
| -1% | -$35.4K | 1.16% | 28 |
|
|
2018
Q4 | $1.99M | Sell |
29,773
-3,525
| -11% | -$235K | 1.07% | 39 |
|
|
2018
Q3 | $2.72M | Sell |
33,298
-497
| -1% | -$40.5K | 1.34% | 27 |
|
|
2018
Q2 | $2.73M | Buy |
33,795
+1,250
| +4% | +$101K | 1.37% | 22 |
|
|
2018
Q1 | $3.24M | Buy |
32,545
+382
| +1% | +$38K | 1.69% | 13 |
|
|
2017
Q4 | $3.4M | Buy |
32,163
+700
| +2% | +$74K | 1.8% | 15 |
|
|
2017
Q3 | $3.49M | Buy |
31,463
+200
| +0.6% | +$22.2K | 1.91% | 12 |
|
|
2017
Q2 | $3.67M | Sell |
31,263
-500
| -2% | -$58.7K | 2% | 11 |
|
|
2017
Q1 | $3.59M | Buy |
31,763
+2,540
| +9% | +$287K | 2% | 9 |
|
|
2016
Q4 | $2.67M | Buy |
29,223
+2,563
| +10% | +$235K | 1.69% | 18 |
|
|
2016
Q3 | $2.59M | Buy |
26,660
+4,210
| +19% | +$409K | 1.67% | 16 |
|
|
2016
Q2 | $2.28M | Buy |
22,450
+1,175
| +6% | +$120K | 1.47% | 22 |
|
|
2016
Q1 | $2.09M | Buy |
21,275
+6
| +0% | +$589 | 1.38% | 23 |
|
|
2015
Q4 | $1.87M | Buy |
21,269
+1,500
| +8% | +$132K | 1.2% | 35 |
|
|
2015
Q3 | $1.57M | Buy |
19,769
+1,408
| +8% | +$112K | 1.11% | 41 |
|
|
2015
Q2 | $1.47M | Buy |
18,361
+2,039
| +12% | +$163K | 1% | 41 |
|
|
2015
Q1 | $1.23M | Sell |
16,322
-119
| -0.7% | -$8.97K | 1.05% | 45 |
|
|
2014
Q4 | $1.34M | Hold |
16,441
| – | – | 1.05% | 36 |
|
|
2014
Q3 | $1.37M | Buy |
16,441
+75
| +0.5% | +$6.25K | 1.17% | 24 |
|
|
2014
Q2 | $1.38M | Sell |
16,366
-1,200
| -7% | -$101K | 1.17% | 20 |
|
|
2014
Q1 | $1.44M | Sell |
17,566
-1,132
| -6% | -$92.7K | 1.19% | 15 |
|
|
2013
Q4 | $1.63M | Buy |
+18,698
| New | +$1.63M | 1.46% | 12 |
|