Kestra Advisory 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 | $25.4M | Sell |
139,636
-10,222
| -7% | -$1.86M | 0.12% | 149 |
|
|
2025
Q1 | $23.8M | Buy |
149,858
+10,209
| +7% | +$1.62M | 0.12% | 137 |
|
|
2024
Q4 | $17M | Sell |
139,649
-155,399
| -53% | -$18.9M | 0.09% | 220 |
|
|
2024
Q3 | $35.8M | Sell |
295,048
-14,452
| -5% | -$1.75M | 0.2% | 101 |
|
|
2024
Q2 | $30.7M | Buy |
309,500
+191,439
| +162% | +$19M | 0.17% | 124 |
|
|
2024
Q1 | $10.8M | Buy |
118,061
+15,450
| +15% | +$1.42M | 0.07% | 287 |
|
|
2023
Q4 | $9.65M | Buy |
102,611
+2,541
| +3% | +$239K | 0.08% | 282 |
|
|
2023
Q3 | $9.26M | Buy |
100,070
+8,419
| +9% | +$779K | 0.09% | 246 |
|
|
2023
Q2 | $8.95M | Buy |
91,651
+3,081
| +3% | +$301K | 0.09% | 246 |
|
|
2023
Q1 | $8.61M | Sell |
88,570
-49,583
| -36% | -$4.82M | 0.09% | 238 |
|
|
2022
Q4 | $14M | Buy |
138,153
+17,245
| +14% | +$1.75M | 0.12% | 196 |
|
|
2022
Q3 | $10M | Buy |
120,908
+10,976
| +10% | +$911K | 0.11% | 214 |
|
|
2022
Q2 | $10.9M | Buy |
109,932
+27,072
| +33% | +$2.67M | 0.11% | 201 |
|
|
2022
Q1 | $7.78M | Sell |
82,860
-12,121
| -13% | -$1.14M | 0.08% | 273 |
|
|
2021
Q4 | $9.02M | Sell |
94,981
-33,364
| -26% | -$3.17M | 0.09% | 242 |
|
|
2021
Q3 | $12.2M | Buy |
128,345
+26,402
| +26% | +$2.5M | 0.12% | 187 |
|
|
2021
Q2 | $10.1M | Sell |
101,943
-2,076
| -2% | -$206K | 0.11% | 205 |
|
|
2021
Q1 | $9.23M | Buy |
104,019
+4,599
| +5% | +$408K | 0.12% | 199 |
|
|
2020
Q4 | $8.1M | Buy |
99,420
+39,725
| +67% | +$3.24M | 0.09% | 242 |
|
|
2020
Q3 | $4.44M | Buy |
+59,695
| New | +$4.44M | 0.08% | 258 |
|