KCM Investment 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 | $872K | Buy |
4,787
+318
| +7% | +$57.9K | 0.03% | 221 |
|
|
2025
Q1 | $709K | Hold |
4,469
| – | – | 0.03% | 230 |
|
|
2024
Q4 | $538K | Buy |
4,469
+61
| +1% | +$7.34K | 0.02% | 252 |
|
|
2024
Q3 | $535K | Sell |
4,408
-56
| -1% | -$6.8K | 0.02% | 260 |
|
|
2024
Q2 | $452K | Buy |
4,464
+596
| +15% | +$60.4K | 0.02% | 268 |
|
|
2024
Q1 | $354K | Buy |
3,868
+104
| +3% | +$9.53K | 0.01% | 304 |
|
|
2023
Q4 | $354K | Sell |
3,764
-211
| -5% | -$19.9K | 0.01% | 292 |
|
|
2023
Q3 | $368K | Sell |
3,975
-2,066
| -34% | -$191K | 0.02% | 276 |
|
|
2023
Q2 | $590K | Sell |
6,041
-127
| -2% | -$12.4K | 0.02% | 241 |
|
|
2023
Q1 | $600K | Sell |
6,168
-9,825
| -61% | -$955K | 0.02% | 249 |
|
|
2022
Q4 | $1.62M | Buy |
15,993
+8,325
| +109% | +$843K | 0.07% | 171 |
|
|
2022
Q3 | $637K | Sell |
7,668
-400
| -5% | -$33.2K | 0.03% | 231 |
|
|
2022
Q2 | $797K | Buy |
8,068
+766
| +10% | +$75.7K | 0.03% | 224 |
|
|
2022
Q1 | $686K | Buy |
7,302
+148
| +2% | +$13.9K | 0.03% | 244 |
|
|
2021
Q4 | $680K | Sell |
7,154
-207
| -3% | -$19.7K | 0.02% | 258 |
|
|
2021
Q3 | $698K | Sell |
7,361
-193
| -3% | -$18.3K | 0.03% | 233 |
|
|
2021
Q2 | $749K | Sell |
7,554
-162
| -2% | -$16.1K | 0.03% | 227 |
|
|
2021
Q1 | $685K | Buy |
7,716
+524
| +7% | +$46.5K | 0.03% | 226 |
|
|
2020
Q4 | $595K | Sell |
7,192
-209
| -3% | -$17.3K | 0.03% | 223 |
|
|
2020
Q3 | $555K | Buy |
7,401
+218
| +3% | +$16.3K | 0.03% | 212 |
|
|
2020
Q2 | $503K | Sell |
7,183
-714
| -9% | -$50K | 0.03% | 222 |
|
|
2020
Q1 | $576K | Buy |
7,897
+55
| +0.7% | +$4.01K | 0.04% | 205 |
|
|
2019
Q4 | $667K | Sell |
7,842
-8,725
| -53% | -$742K | 0.04% | 215 |
|
|
2019
Q3 | $1.26M | Buy |
16,567
+7,435
| +81% | +$565K | 0.07% | 156 |
|
|
2019
Q2 | $717K | Sell |
9,132
-2,369
| -21% | -$186K | 0.04% | 202 |
|
|
2019
Q1 | $1.02M | Sell |
11,501
-741
| -6% | -$65.5K | 0.07% | 168 |
|
|
2018
Q4 | $817K | Sell |
12,242
-640
| -5% | -$42.7K | 0.05% | 250 |
|
|
2018
Q3 | $1.05M | Sell |
12,882
-695
| -5% | -$56.6K | 0.06% | 235 |
|
|
2018
Q2 | $1.1M | Sell |
13,577
-7,163
| -35% | -$578K | 0.07% | 228 |
|
|
2018
Q1 | $2.06M | Sell |
20,740
-218
| -1% | -$21.7K | 0.13% | 156 |
|
|
2017
Q4 | $2.21M | Sell |
20,958
-2,541
| -11% | -$268K | 0.13% | 155 |
|
|
2017
Q3 | $2.61M | Sell |
23,499
-2,611
| -10% | -$290K | 0.16% | 149 |
|
|
2017
Q2 | $3.07M | Sell |
26,110
-306
| -1% | -$35.9K | 0.19% | 130 |
|
|
2017
Q1 | $2.98M | Sell |
26,416
-737
| -3% | -$83.2K | 0.19% | 130 |
|
|
2016
Q4 | $2.48M | Sell |
27,153
-1,036
| -4% | -$94.8K | 0.17% | 148 |
|
|
2016
Q3 | $2.74M | Buy |
28,189
+422
| +2% | +$41K | 0.19% | 131 |
|
|
2016
Q2 | $2.82M | Sell |
27,767
-2,523
| -8% | -$257K | 0.2% | 131 |
|
|
2016
Q1 | $2.97M | Buy |
30,290
+7,062
| +30% | +$693K | 0.22% | 121 |
|
|
2015
Q4 | $2.04M | Buy |
23,228
+198
| +0.9% | +$17.4K | 0.16% | 165 |
|
|
2015
Q3 | $1.83M | Buy |
23,030
+371
| +2% | +$29.4K | 0.15% | 177 |
|
|
2015
Q2 | $1.82M | Sell |
22,659
-2,472
| -10% | -$198K | 0.14% | 183 |
|
|
2015
Q1 | $1.89M | Sell |
25,131
-910
| -3% | -$68.5K | 0.15% | 177 |
|
|
2014
Q4 | $2.12M | Sell |
26,041
-178
| -0.7% | -$14.5K | 0.18% | 152 |
|
|
2014
Q3 | $2.19M | Buy |
26,219
+2,169
| +9% | +$181K | 0.2% | 142 |
|
|
2014
Q2 | $2.03M | Sell |
24,050
-1,593
| -6% | -$134K | 0.19% | 145 |
|
|
2014
Q1 | $2.1M | Sell |
25,643
-785
| -3% | -$64.3K | 0.22% | 129 |
|
|
2013
Q4 | $2.3M | Sell |
26,428
-1,612
| -6% | -$140K | 0.25% | 123 |
|
|
2013
Q3 | $2.43M | Buy |
28,040
+256
| +0.9% | +$22.2K | 0.29% | 105 |
|
|
2013
Q2 | $2.41M | Buy |
+27,784
| New | +$2.41M | 0.29% | 103 |
|