Key Financial Inc’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 | $488K | Hold |
2,682
| – | – | 0.1% | 167 |
|
|
2025
Q1 | $426K | Sell |
2,682
-25
| -0.9% | -$3.97K | 0.09% | 176 |
|
|
2024
Q4 | $326K | Buy |
2,707
+439
| +19% | +$52.8K | 0.07% | 192 |
|
|
2024
Q3 | $275K | Buy |
2,268
+10
| +0.4% | +$1.21K | 0.06% | 212 |
|
|
2024
Q2 | $229K | Hold |
2,258
| – | – | 0.05% | 225 |
|
|
2024
Q1 | $207K | Hold |
2,258
| – | – | 0.05% | 228 |
|
|
2023
Q4 | $212K | Hold |
2,258
| – | – | 0.06% | 218 |
|
|
2023
Q3 | $209K | Sell |
2,258
-130
| -5% | -$12K | 0.07% | 195 |
|
|
2023
Q2 | $233K | Buy |
2,388
+130
| +6% | +$12.7K | 0.08% | 188 |
|
|
2023
Q1 | $220K | Hold |
2,258
| – | – | 0.08% | 184 |
|
|
2022
Q4 | $187K | Hold |
2,258
| – | – | 0.09% | 170 |
|
|
2022
Q3 | $187K | Hold |
2,258
| – | – | 0.09% | 172 |
|
|
2022
Q2 | $225K | Buy |
2,258
+125
| +6% | +$12.5K | 0.12% | 138 |
|
|
2022
Q1 | $200K | Buy |
2,133
+1,500
| +237% | +$141K | 0.1% | 163 |
|
|
2021
Q4 | $60K | Hold |
633
| – | – | 0.03% | 320 |
|
|
2021
Q3 | $60K | Buy |
633
+21
| +3% | +$1.99K | 0.03% | 319 |
|
|
2021
Q2 | $61K | Buy |
612
+150
| +32% | +$15K | 0.03% | 323 |
|
|
2021
Q1 | $41K | Buy |
462
+93
| +25% | +$8.25K | 0.03% | 310 |
|
|
2020
Q4 | $31K | Buy |
+369
| New | +$31K | 0.02% | 316 |
|
|
2020
Q2 | – | Sell |
-569
| Closed | -$41K | – | 472 |
|
|
2020
Q1 | $41K | Buy |
+569
| New | +$41K | 0.04% | 235 |
|