Kingsview Wealth Management’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 | $4.21M | Buy |
23,089
+2,922
| +14% | +$532K | 0.07% | 278 |
|
|
2025
Q1 | $3.2M | Sell |
20,167
-16,898
| -46% | -$2.68M | 0.06% | 283 |
|
|
2024
Q4 | $4.46M | Buy |
37,065
+18,257
| +97% | +$2.2M | 0.09% | 219 |
|
|
2024
Q3 | $2.28M | Buy |
18,808
+2,747
| +17% | +$333K | 0.05% | 341 |
|
|
2024
Q2 | $1.63M | Buy |
16,061
+2,386
| +17% | +$242K | 0.04% | 395 |
|
|
2024
Q1 | $1.25M | Buy |
13,675
+642
| +5% | +$58.8K | 0.03% | 445 |
|
|
2023
Q4 | $1.23M | Sell |
13,033
-727
| -5% | -$68.4K | 0.04% | 410 |
|
|
2023
Q3 | $1.27M | Buy |
13,760
+2,205
| +19% | +$204K | 0.05% | 380 |
|
|
2023
Q2 | $1.13M | Buy |
11,555
+578
| +5% | +$56.4K | 0.04% | 370 |
|
|
2023
Q1 | $1.07M | Sell |
10,977
-2,418
| -18% | -$235K | 0.04% | 384 |
|
|
2022
Q4 | $1.36M | Buy |
13,395
+706
| +6% | +$71.5K | 0.06% | 290 |
|
|
2022
Q3 | $1.05M | Sell |
12,689
-926
| -7% | -$76.8K | 0.05% | 318 |
|
|
2022
Q2 | $1.34M | Buy |
13,615
+5,193
| +62% | +$513K | 0.06% | 291 |
|
|
2022
Q1 | $791K | Sell |
8,422
-70
| -0.8% | -$6.58K | 0.03% | 463 |
|
|
2021
Q4 | $807K | Sell |
8,492
-2,113
| -20% | -$201K | 0.03% | 456 |
|
|
2021
Q3 | $1.01M | Sell |
10,605
-4,510
| -30% | -$427K | 0.05% | 378 |
|
|
2021
Q2 | $1.51M | Buy |
15,115
+4,683
| +45% | +$468K | 0.07% | 282 |
|
|
2021
Q1 | $919K | Buy |
10,432
+2,763
| +36% | +$243K | 0.05% | 351 |
|
|
2020
Q4 | $635K | Sell |
7,669
-3,219
| -30% | -$267K | 0.05% | 387 |
|
|
2020
Q3 | $816K | Buy |
10,888
+138
| +1% | +$10.3K | 0.07% | 263 |
|
|
2020
Q2 | $753K | Buy |
10,750
+1,023
| +11% | +$71.7K | 0.08% | 254 |
|
|
2020
Q1 | $710K | Buy |
9,727
+1,692
| +21% | +$124K | 0.1% | 220 |
|
|
2019
Q4 | $684K | Buy |
8,035
+320
| +4% | +$27.2K | 0.09% | 238 |
|
|
2019
Q3 | $586K | Buy |
7,715
+1,562
| +25% | +$119K | 0.09% | 230 |
|
|
2019
Q2 | $483K | Sell |
6,153
-263
| -4% | -$20.6K | 0.08% | 252 |
|
|
2019
Q1 | $567K | Sell |
6,416
-16,230
| -72% | -$1.43M | 0.09% | 247 |
|
|
2018
Q4 | $1.51M | Sell |
22,646
-14
| -0.1% | -$935 | 0.33% | 97 |
|
|
2018
Q3 | $1.85M | Buy |
22,660
+818
| +4% | +$66.7K | 0.37% | 80 |
|
|
2018
Q2 | $1.76M | Buy |
21,842
+1
| +0% | +$81 | 0.42% | 72 |
|
|
2018
Q1 | $2.17M | Buy |
21,841
+19,589
| +870% | +$1.95M | 0.54% | 58 |
|
|
2017
Q4 | $238K | Sell |
2,252
-250
| -10% | -$26.4K | 0.08% | 276 |
|
|
2017
Q3 | $278K | Buy |
2,502
+80
| +3% | +$8.89K | 0.12% | 225 |
|
|
2017
Q2 | $284K | Sell |
2,422
-325
| -12% | -$38.1K | 0.15% | 191 |
|
|
2017
Q1 | $310K | Buy |
+2,747
| New | +$310K | 0.18% | 168 |
|