Kelly Financial Services’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 | $413K | Buy |
2,269
+208
| +10% | +$37.9K | 0.12% | 68 |
|
|
2025
Q1 | $327K | Buy |
2,061
+235
| +13% | +$37.3K | 0.11% | 79 |
|
|
2024
Q4 | $220K | Buy |
+1,826
| New | +$220K | 0.08% | 109 |
|
|
2024
Q3 | – | Sell |
-1,260
| Closed | -$128K | – | 586 |
|
|
2024
Q2 | $128K | Buy |
1,260
+272
| +28% | +$27.6K | 0.05% | 128 |
|
|
2024
Q1 | $90.6K | Buy |
988
+4
| +0.4% | +$367 | 0.03% | 158 |
|
|
2023
Q4 | $92.5K | Buy |
984
+125
| +15% | +$11.8K | 0.04% | 148 |
|
|
2023
Q3 | $79.5K | Buy |
859
+29
| +3% | +$2.68K | 0.04% | 143 |
|
|
2023
Q2 | $81K | Buy |
830
+228
| +38% | +$22.3K | 0.04% | 142 |
|
|
2023
Q1 | $58.5K | Buy |
602
+107
| +22% | +$10.4K | 0.03% | 166 |
|
|
2022
Q4 | $50.1K | Hold |
495
| – | – | 0.03% | 172 |
|
|
2022
Q3 | $41.1K | Hold |
495
| – | – | 0.02% | 173 |
|
|
2022
Q2 | $48.8K | Hold |
495
| – | – | 0.03% | 166 |
|
|
2022
Q1 | $46.5K | Hold |
495
| – | – | 0.02% | 185 |
|
|
2021
Q4 | $47K | Hold |
495
| – | – | 0.02% | 184 |
|
|
2021
Q3 | $46.9K | Sell |
495
-48,522
| -99% | -$4.6M | 0.03% | 166 |
|
|
2021
Q2 | $495K | Buy |
49,017
+48,522
| +9,802% | +$490K | 0.02% | 186 |
|
|
2021
Q1 | $43.9K | Hold |
495
| – | – | 0.03% | 138 |
|
|
2020
Q4 | $40.9K | Buy |
495
+1
| +0.2% | +$83 | 0.03% | 130 |
|
|
2020
Q3 | $37.1K | Sell |
494
-16
| -3% | -$1.2K | 0.03% | 121 |
|
|
2020
Q2 | $35.7K | Hold |
510
| – | – | 0.03% | 114 |
|
|
2020
Q1 | $37.2K | Sell |
510
-7
| -1% | -$511 | 0.05% | 96 |
|
|
2019
Q4 | $44K | Buy |
517
+78
| +18% | +$6.63K | 0.03% | 89 |
|
|
2019
Q3 | $33.4K | Buy |
439
+17
| +4% | +$1.29K | 0.03% | 109 |
|
|
2019
Q2 | $33.2K | Hold |
422
| – | – | 0.03% | 110 |
|
|
2019
Q1 | $37.3K | Buy |
+422
| New | +$37.3K | 0.04% | 95 |
|