Krilogy Financial’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 | $4.84M | Buy |
26,600
+3,457
| +15% | +$630K | 0.28% | 71 |
|
|
2025
Q1 | $3.67M | Sell |
23,143
-349
| -1% | -$55.4K | 0.24% | 87 |
|
|
2024
Q4 | $2.83M | Sell |
23,492
-3,628
| -13% | -$437K | 0.19% | 101 |
|
|
2024
Q3 | $3.29M | Buy |
27,120
+143
| +0.5% | +$17.4K | 0.23% | 101 |
|
|
2024
Q2 | $2.73M | Sell |
26,977
-48
| -0.2% | -$4.86K | 0.2% | 103 |
|
|
2024
Q1 | $2.48M | Buy |
+27,025
| New | +$2.48M | 0.19% | 112 |
|
|
2023
Q2 | – | Sell |
-4,739
| Closed | -$461K | – | 343 |
|
|
2023
Q1 | $461K | Buy |
4,739
+118
| +3% | +$11.5K | 0.04% | 276 |
|
|
2022
Q4 | $468K | Sell |
4,621
-507
| -10% | -$51.3K | 0.04% | 260 |
|
|
2022
Q3 | $426K | Sell |
5,128
-137
| -3% | -$11.4K | 0.05% | 222 |
|
|
2022
Q2 | $520K | Buy |
5,265
+314
| +6% | +$31K | 0.06% | 197 |
|
|
2022
Q1 | $465K | Buy |
4,951
+1,016
| +26% | +$95.4K | 0.05% | 214 |
|
|
2021
Q4 | $374K | Buy |
3,935
+827
| +27% | +$78.6K | 0.04% | 211 |
|
|
2021
Q3 | $295K | Sell |
3,108
-200
| -6% | -$19K | 0.03% | 226 |
|
|
2021
Q2 | $328K | Buy |
3,308
+48
| +1% | +$4.76K | 0.03% | 215 |
|
|
2021
Q1 | $289K | Buy |
3,260
+40
| +1% | +$3.55K | 0.03% | 215 |
|
|
2020
Q4 | $267K | Hold |
3,220
| – | – | 0.03% | 214 |
|
|
2020
Q3 | $241K | Buy |
+3,220
| New | +$241K | 0.03% | 203 |
|
|
2020
Q2 | – | Sell |
-2,775
| Closed | -$202K | – | 226 |
|
|
2020
Q1 | $202K | Sell |
2,775
-47
| -2% | -$3.42K | 0.04% | 175 |
|
|
2019
Q4 | $240K | Sell |
2,822
-180
| -6% | -$15.3K | 0.04% | 179 |
|
|
2019
Q3 | $228K | Buy |
3,002
+137
| +5% | +$10.4K | 0.04% | 171 |
|
|
2019
Q2 | $225K | Buy |
2,865
+27
| +1% | +$2.12K | 0.04% | 162 |
|
|
2019
Q1 | $251K | Buy |
+2,838
| New | +$251K | 0.05% | 150 |
|
|
2018
Q4 | – | Sell |
-2,946
| Closed | -$240K | – | 535 |
|
|
2018
Q3 | $240K | Sell |
2,946
-193
| -6% | -$15.7K | 0.05% | 129 |
|
|
2018
Q2 | $253K | Buy |
3,139
+24
| +0.8% | +$1.93K | 0.06% | 120 |
|
|
2018
Q1 | $310K | Hold |
3,115
| – | – | 0.07% | 118 |
|
|
2017
Q4 | $329K | Sell |
3,115
-306
| -9% | -$32.3K | 0.08% | 111 |
|
|
2017
Q3 | $380K | Sell |
3,421
-150
| -4% | -$16.7K | 0.1% | 97 |
|
|
2017
Q2 | $419K | Sell |
3,571
-114
| -3% | -$13.4K | 0.12% | 83 |
|
|
2017
Q1 | $337K | Hold |
3,685
| – | – | 0.1% | 89 |
|
|
2016
Q4 | $337K | Buy |
3,685
+317
| +9% | +$29K | 0.1% | 89 |
|
|
2016
Q3 | $327K | Hold |
3,368
| – | – | 0.1% | 90 |
|
|
2016
Q2 | $343K | Hold |
3,368
| – | – | 0.12% | 90 |
|
|
2016
Q1 | $330K | Buy |
+3,368
| New | +$330K | 0.14% | 77 |
|
|
2015
Q4 | – | Sell |
-2,955
| Closed | -$234K | – | 556 |
|
|
2015
Q3 | $234K | Buy |
+2,955
| New | +$234K | 0.11% | 74 |
|