Kestra Private Wealth 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 | $8.82M | Buy |
48,437
+6,002
| +14% | +$1.09M | 0.13% | 188 |
|
|
2025
Q1 | $6.74M | Sell |
42,435
-1,347
| -3% | -$214K | 0.11% | 206 |
|
|
2024
Q4 | $5.27M | Buy |
43,782
+7,340
| +20% | +$883K | 0.09% | 235 |
|
|
2024
Q3 | $4.42M | Buy |
36,442
+1,415
| +4% | +$172K | 0.08% | 251 |
|
|
2024
Q2 | $3.55M | Buy |
35,027
+2,086
| +6% | +$211K | 0.07% | 270 |
|
|
2024
Q1 | $3.02M | Buy |
32,941
+1,677
| +5% | +$154K | 0.07% | 284 |
|
|
2023
Q4 | $2.94M | Buy |
31,264
+1,149
| +4% | +$108K | 0.08% | 268 |
|
|
2023
Q3 | $2.79M | Buy |
30,115
+1,496
| +5% | +$139K | 0.09% | 246 |
|
|
2023
Q2 | $2.79M | Buy |
28,619
+2,839
| +11% | +$277K | 0.1% | 236 |
|
|
2023
Q1 | $2.51M | Buy |
25,780
+7,032
| +38% | +$684K | 0.1% | 222 |
|
|
2022
Q4 | $1.9M | Buy |
18,748
+1,748
| +10% | +$177K | 0.1% | 243 |
|
|
2022
Q3 | $1.41M | Sell |
17,000
-1,781
| -9% | -$148K | 0.08% | 268 |
|
|
2022
Q2 | $1.85M | Sell |
18,781
-361
| -2% | -$35.6K | 0.11% | 231 |
|
|
2022
Q1 | $1.8M | Buy |
19,142
+2,184
| +13% | +$205K | 0.09% | 239 |
|
|
2021
Q4 | $1.61M | Buy |
16,958
+88
| +0.5% | +$8.36K | 0.08% | 279 |
|
|
2021
Q3 | $1.6M | Buy |
16,870
+2,065
| +14% | +$196K | 0.09% | 249 |
|
|
2021
Q2 | $1.47M | Sell |
14,805
-2,734
| -16% | -$271K | 0.09% | 250 |
|
|
2021
Q1 | $1.56M | Buy |
17,539
+4,541
| +35% | +$403K | 0.11% | 207 |
|
|
2020
Q4 | $1.06M | Buy |
12,998
+2,397
| +23% | +$195K | 0.08% | 255 |
|
|
2020
Q3 | $795K | Buy |
+10,601
| New | +$795K | 0.07% | 287 |
|