Keystone Financial Services (Colorado)’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 | $2.03M | Buy |
11,140
+184
| +2% | +$33.5K | 0.69% | 24 |
|
|
2025
Q1 | $1.74M | Buy |
10,956
+173
| +2% | +$27.5K | 0.66% | 22 |
|
|
2024
Q4 | $1.3M | Buy |
10,783
+369
| +4% | +$44.4K | 0.5% | 24 |
|
|
2024
Q3 | $1.26M | Buy |
10,414
+837
| +9% | +$102K | 0.49% | 22 |
|
|
2024
Q2 | $970K | Buy |
9,577
+859
| +10% | +$87K | 0.4% | 28 |
|
|
2024
Q1 | $799K | Buy |
8,718
+166
| +2% | +$15.2K | 0.35% | 35 |
|
|
2023
Q4 | $805K | Buy |
8,552
+479
| +6% | +$45.1K | 0.38% | 30 |
|
|
2023
Q3 | $747K | Buy |
8,073
+699
| +9% | +$64.7K | 0.4% | 27 |
|
|
2023
Q2 | $720K | Buy |
7,374
+336
| +5% | +$32.8K | 0.37% | 25 |
|
|
2023
Q1 | $684K | Buy |
7,038
+47
| +0.7% | +$4.57K | 0.37% | 26 |
|
|
2022
Q4 | $729K | Buy |
6,991
+215
| +3% | +$22.4K | 0.39% | 27 |
|
|
2022
Q3 | $606K | Sell |
6,776
-196
| -3% | -$17.5K | 0.35% | 34 |
|
|
2022
Q2 | $688K | Buy |
6,972
+386
| +6% | +$38.1K | 0.37% | 34 |
|
|
2022
Q1 | $658K | Buy |
6,586
+1,724
| +35% | +$172K | 0.38% | 33 |
|
|
2021
Q4 | $462K | Buy |
+4,862
| New | +$462K | 0.24% | 47 |
|