Koshinski Asset 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 | $2.47M | Buy |
13,545
+797
| +6% | +$145K | 0.19% | 118 |
|
|
2025
Q1 | $2.02M | Buy |
12,748
+576
| +5% | +$91.4K | 0.17% | 127 |
|
|
2024
Q4 | $1.46B | Sell |
12,172
-176
| -1% | -$21.2M | 0.13% | 161 |
|
|
2024
Q3 | $1.5M | Buy |
12,348
+462
| +4% | +$56.1K | 0.13% | 159 |
|
|
2024
Q2 | $1.21M | Buy |
11,886
+4,648
| +64% | +$473K | 0.11% | 181 |
|
|
2024
Q1 | $663K | Buy |
7,238
+2,104
| +41% | +$193K | 0.07% | 279 |
|
|
2023
Q4 | $483K | Sell |
5,134
-6,117
| -54% | -$575K | 0.07% | 282 |
|
|
2023
Q3 | $1.04M | Buy |
11,251
+622
| +6% | +$57.6K | 0.12% | 175 |
|
|
2023
Q2 | $1.04M | Sell |
10,629
-1,903
| -15% | -$186K | 0.11% | 189 |
|
|
2023
Q1 | $1.22M | Buy |
12,532
+127
| +1% | +$12.4K | 0.12% | 174 |
|
|
2022
Q4 | $1.26M | Buy |
12,405
+701
| +6% | +$70.9K | 0.12% | 191 |
|
|
2022
Q3 | $972K | Sell |
11,704
-235
| -2% | -$19.5K | 0.12% | 203 |
|
|
2022
Q2 | $1.18M | Buy |
11,939
+1,043
| +10% | +$103K | 0.12% | 200 |
|
|
2022
Q1 | $1.02M | Buy |
10,896
+291
| +3% | +$27.3K | 0.08% | 252 |
|
|
2021
Q4 | $1.01M | Buy |
10,605
+528
| +5% | +$50.2K | 0.08% | 257 |
|
|
2021
Q3 | $955K | Buy |
10,077
+1,981
| +24% | +$188K | 0.08% | 267 |
|
|
2021
Q2 | $802K | Sell |
8,096
-1,238
| -13% | -$123K | 0.1% | 227 |
|
|
2021
Q1 | $828K | Buy |
9,334
+1,443
| +18% | +$128K | 0.09% | 259 |
|
|
2020
Q4 | $653K | Sell |
7,891
-141
| -2% | -$11.7K | 0.08% | 269 |
|
|
2020
Q3 | $637 | Sell |
8,032
-139
| -2% | -$11 | 0.09% | 242 |
|
|
2020
Q2 | $572K | Sell |
8,171
-911
| -10% | -$63.8K | 0.09% | 250 |
|
|
2020
Q1 | $663K | Buy |
9,082
+429
| +5% | +$31.3K | 0.14% | 195 |
|
|
2019
Q4 | $742K | Buy |
8,653
+2,343
| +37% | +$201K | 0.13% | 232 |
|
|
2019
Q3 | $479K | Buy |
6,310
+1,329
| +27% | +$101K | 0.33% | 90 |
|
|
2019
Q2 | $391K | Sell |
4,981
-1,099
| -18% | -$86.3K | 0.16% | 176 |
|
|
2019
Q1 | $537 | Buy |
6,080
+94
| +2% | +$8 | 0.14% | 188 |
|
|
2018
Q4 | $400K | Sell |
5,986
-1,055
| -15% | -$70.5K | 0.1% | 248 |
|
|
2018
Q3 | $574K | Buy |
7,041
+4,071
| +137% | +$332K | 0.08% | 297 |
|
|
2018
Q2 | $240K | Sell |
2,970
-34
| -1% | -$2.75K | 0.07% | 329 |
|
|
2018
Q1 | $299K | Sell |
3,004
-590
| -16% | -$58.7K | 0.09% | 286 |
|
|
2017
Q4 | $380K | Buy |
3,594
+782
| +28% | +$82.7K | 0.1% | 292 |
|
|
2017
Q3 | $312K | Buy |
2,812
+83
| +3% | +$9.21K | 0.1% | 284 |
|
|
2017
Q2 | $320K | Buy |
2,729
+222
| +9% | +$26K | 0.12% | 263 |
|
|
2017
Q1 | $283K | Buy |
+2,507
| New | +$283K | 0.11% | 251 |
|
|
2016
Q4 | – | Sell |
-4,145
| Closed | -$403K | – | 301 |
|
|
2016
Q3 | $403K | Buy |
4,145
+1,355
| +49% | +$132K | 0.2% | 162 |
|
|
2016
Q2 | $284K | Buy |
2,790
+423
| +18% | +$43.1K | 0.15% | 202 |
|
|
2016
Q1 | $232K | Sell |
2,367
-332
| -12% | -$32.5K | 0.15% | 190 |
|
|
2015
Q4 | $237K | Buy |
2,699
+104
| +4% | +$9.13K | 0.17% | 174 |
|
|
2015
Q3 | $208K | Buy |
+2,595
| New | +$208K | 0.13% | 211 |
|
|
2015
Q1 | – | Sell |
-9,735
| Closed | -$793K | – | 239 |
|
|
2014
Q4 | $793K | Buy |
+9,735
| New | +$793K | 0.45% | 64 |
|