Kovack Advisors’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 | $1.34M | Buy |
7,332
+64
| +0.9% | +$11.7K | 0.13% | 154 |
|
|
2025
Q1 | $1.15M | Sell |
7,268
-806
| -10% | -$128K | 0.12% | 156 |
|
|
2024
Q4 | $972K | Buy |
8,074
+1,061
| +15% | +$128K | 0.1% | 176 |
|
|
2024
Q3 | $851K | Buy |
7,013
+203
| +3% | +$24.6K | 0.09% | 186 |
|
|
2024
Q2 | $690K | Buy |
6,810
+210
| +3% | +$21.3K | 0.08% | 238 |
|
|
2024
Q1 | $605K | Buy |
6,600
+624
| +10% | +$57.2K | 0.07% | 223 |
|
|
2023
Q4 | $562K | Buy |
5,976
+1,569
| +36% | +$148K | 0.07% | 276 |
|
|
2023
Q3 | $408K | Buy |
4,407
+222
| +5% | +$20.6K | 0.06% | 306 |
|
|
2023
Q2 | $409K | Buy |
4,185
+61
| +1% | +$5.96K | 0.05% | 340 |
|
|
2023
Q1 | $401K | Buy |
4,124
+1,115
| +37% | +$108K | 0.05% | 334 |
|
|
2022
Q4 | $305K | Buy |
3,009
+193
| +7% | +$19.5K | 0.04% | 399 |
|
|
2022
Q3 | $234K | Sell |
2,816
-22
| -0.8% | -$1.83K | 0.03% | 476 |
|
|
2022
Q2 | $280K | Sell |
2,838
-2,513
| -47% | -$248K | 0.04% | 470 |
|
|
2022
Q1 | $502K | Buy |
5,351
+2,200
| +70% | +$206K | 0.05% | 384 |
|
|
2021
Q4 | $299K | Sell |
3,151
-1,716
| -35% | -$163K | 0.03% | 531 |
|
|
2021
Q3 | $461K | Sell |
4,867
-3,061
| -39% | -$290K | 0.05% | 395 |
|
|
2021
Q2 | $786K | Sell |
7,928
-566
| -7% | -$56.1K | 0.09% | 246 |
|
|
2021
Q1 | $754K | Sell |
8,494
-1,963
| -19% | -$174K | 0.1% | 230 |
|
|
2020
Q4 | $866K | Sell |
10,457
-870
| -8% | -$72K | 0.12% | 188 |
|
|
2020
Q3 | $849K | Buy |
11,327
+2,656
| +31% | +$199K | 0.15% | 160 |
|
|
2020
Q2 | $607K | Sell |
8,671
-36
| -0.4% | -$2.52K | 0.12% | 187 |
|
|
2020
Q1 | $635K | Sell |
8,707
-2,902
| -25% | -$212K | 0.15% | 155 |
|
|
2019
Q4 | $988K | Sell |
11,609
-31
| -0.3% | -$2.64K | 0.18% | 144 |
|
|
2019
Q3 | $884K | Sell |
11,640
-105
| -0.9% | -$7.97K | 0.18% | 142 |
|
|
2019
Q2 | $922K | Buy |
11,745
+1,405
| +14% | +$110K | 0.21% | 118 |
|
|
2019
Q1 | $914K | Sell |
10,340
-180
| -2% | -$15.9K | 0.23% | 116 |
|
|
2018
Q4 | $702K | Buy |
10,520
+2,409
| +30% | +$161K | 0.21% | 122 |
|
|
2018
Q3 | $661K | Buy |
8,111
+3,589
| +79% | +$292K | 0.17% | 149 |
|
|
2018
Q2 | $365K | Sell |
4,522
-1,229
| -21% | -$99.2K | 0.1% | 229 |
|
|
2018
Q1 | $572K | Sell |
5,751
-1,820
| -24% | -$181K | 0.14% | 166 |
|
|
2017
Q4 | $800K | Buy |
7,571
+1,319
| +21% | +$139K | 0.2% | 124 |
|
|
2017
Q3 | $694K | Sell |
6,252
-99
| -2% | -$11K | 0.23% | 108 |
|
|
2017
Q2 | $746K | Buy |
6,351
+2,989
| +89% | +$351K | 0.24% | 102 |
|
|
2017
Q1 | $380K | Sell |
3,362
-4,729
| -58% | -$535K | 0.15% | 165 |
|
|
2016
Q4 | $740K | Buy |
8,091
+5,193
| +179% | +$475K | 0.35% | 63 |
|
|
2016
Q3 | $282K | Sell |
2,898
-129
| -4% | -$12.6K | 0.14% | 169 |
|
|
2016
Q2 | $308K | Sell |
3,027
-853
| -22% | -$86.8K | 0.16% | 151 |
|
|
2016
Q1 | $381K | Sell |
3,880
-134
| -3% | -$13.2K | 0.24% | 113 |
|
|
2015
Q4 | $353K | Buy |
+4,014
| New | +$353K | 0.23% | 115 |
|