KFP
Keystone Financial Planning’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65M | Sell |
25,536
-1,196
| -4% | -$218K | 1.41% | 16 |
|
|
2025
Q1 | $4.24M | Sell |
26,732
-55,900
| -68% | -$8.87M | 1.26% | 19 |
|
|
2024
Q4 | $9.94M | Sell |
82,632
-225
| -0.3% | -$27.1K | 3.08% | 3 |
|
|
2024
Q3 | $10.1M | Sell |
82,857
-643
| -0.8% | -$78.1K | 3.04% | 4 |
|
|
2024
Q2 | $8.46M | Sell |
83,500
-144
| -0.2% | -$14.6K | 2.8% | 4 |
|
|
2024
Q1 | $7.66M | Sell |
83,644
-3,314
| -4% | -$304K | 2.49% | 8 |
|
|
2023
Q4 | $8.18M | Hold |
86,958
| – | – | 2.7% | 5 |
|
|
2023
Q3 | $8.05M | Sell |
86,958
-39
| -0% | -$3.61K | 2.81% | 5 |
|
|
2023
Q2 | $8.49M | Buy |
86,997
+1,193
| +1% | +$116K | 2.84% | 5 |
|
|
2023
Q1 | $8.34M | Sell |
85,804
-929
| -1% | -$90.3K | 2.84% | 6 |
|
|
2022
Q4 | $8.78M | Sell |
86,733
-595
| -0.7% | -$60.2K | 2.96% | 5 |
|
|
2022
Q3 | $7.25M | Hold |
87,328
| – | – | 2.79% | 8 |
|
|
2022
Q2 | $8.62M | Sell |
87,328
-584
| -0.7% | -$57.7K | 3.03% | 6 |
|
|
2022
Q1 | $8.26M | Sell |
87,912
-882
| -1% | -$82.9K | 2.76% | 9 |
|
|
2021
Q4 | $8.44M | Sell |
88,794
-1,148
| -1% | -$109K | 2.87% | 8 |
|
|
2021
Q3 | $8.53M | Buy |
89,942
+1,070
| +1% | +$101K | 3.1% | 9 |
|
|
2021
Q2 | $8.81M | Sell |
88,872
-2,263
| -2% | -$224K | 3.19% | 9 |
|
|
2021
Q1 | $8.09M | Hold |
91,135
| – | – | 3.01% | 11 |
|
|
2020
Q4 | $7.55M | Sell |
91,135
-75
| -0.1% | -$6.21K | 3.13% | 11 |
|
|
2020
Q3 | $6.84M | Sell |
91,210
-174
| -0.2% | -$13K | 3.3% | 11 |
|
|
2020
Q2 | $6.4M | Buy |
91,384
+234
| +0.3% | +$16.4K | 3.16% | 18 |
|
|
2020
Q1 | $6.65M | Buy |
91,150
+10,710
| +13% | +$781K | 3.81% | 6 |
|
|
2019
Q4 | $6.85M | Buy |
80,440
+1,607
| +2% | +$137K | 3.05% | 15 |
|
|
2019
Q3 | $5.99M | Buy |
78,833
+3,426
| +5% | +$260K | 2.86% | 15 |
|
|
2019
Q2 | $5.92M | Buy |
75,407
+3,424
| +5% | +$269K | 2.9% | 16 |
|
|
2019
Q1 | $6.36M | Buy |
71,983
+815
| +1% | +$72K | 3.14% | 15 |
|
|
2018
Q4 | $4.75M | Buy |
71,168
+1,504
| +2% | +$100K | 2.65% | 17 |
|
|
2018
Q3 | $5.68M | Buy |
69,664
+3,931
| +6% | +$321K | 2.9% | 17 |
|
|
2018
Q2 | $5.31M | Buy |
65,733
+3,191
| +5% | +$258K | 2.92% | 18 |
|
|
2018
Q1 | $6.22M | Buy |
62,542
+1,614
| +3% | +$160K | 3.47% | 11 |
|
|
2017
Q4 | $6.44M | Buy |
60,928
+30,713
| +102% | +$3.24M | 3.43% | 14 |
|
|
2017
Q3 | $3.35M | Buy |
30,215
+778
| +3% | +$86.4K | 1.9% | 26 |
|
|
2017
Q2 | $3.46M | Sell |
29,437
-18,066
| -38% | -$2.12M | 2.09% | 26 |
|
|
2017
Q1 | $5.36M | Sell |
47,503
-7,666
| -14% | -$865K | 3.33% | 14 |
|
|
2016
Q4 | $5.05M | Buy |
55,169
+187
| +0.3% | +$17.1K | 3.3% | 10 |
|
|
2016
Q3 | $5.35M | Buy |
54,982
+652
| +1% | +$63.4K | 3.51% | 8 |
|
|
2016
Q2 | $5.53M | Buy |
54,330
+827
| +2% | +$84.1K | 3.74% | 8 |
|
|
2016
Q1 | $5.25M | Buy |
53,503
+97
| +0.2% | +$9.52K | 3.76% | 5 |
|
|
2015
Q4 | $4.7M | Buy |
53,406
+1,791
| +3% | +$157K | 3.56% | 12 |
|
|
2015
Q3 | $4.1M | Buy |
51,615
+128
| +0.2% | +$10.2K | 3.31% | 15 |
|
|
2015
Q2 | $4.13M | Buy |
51,487
+8,744
| +20% | +$701K | 3.16% | 18 |
|
|
2015
Q1 | $3.22M | Buy |
+42,743
| New | +$3.22M | 2.45% | 23 |
|
|
2014
Q1 | – | Sell |
-450
| Closed | -$39K | – | 78 |
|
|
2013
Q4 | $39K | Buy |
+450
| New | +$39K | 0.03% | 64 |
|