Larson Financial Group’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 | $2.26M | Buy |
12,424
+2,600
| +26% | +$474K | 0.09% | 196 |
|
|
2025
Q1 | $1.56M | Buy |
9,824
+311
| +3% | +$49.4K | 0.07% | 221 |
|
|
2024
Q4 | $1.14M | Buy |
9,513
+413
| +5% | +$49.7K | 0.06% | 223 |
|
|
2024
Q3 | $1.1M | Buy |
9,100
+6,317
| +227% | +$767K | 0.06% | 213 |
|
|
2024
Q2 | $282K | Buy |
2,783
+2,226
| +400% | +$226K | 0.02% | 380 |
|
|
2024
Q1 | $51K | Buy |
557
+94
| +20% | +$8.62K | ﹤0.01% | 682 |
|
|
2023
Q4 | $43.5K | Buy |
463
+10
| +2% | +$940 | ﹤0.01% | 681 |
|
|
2023
Q3 | $42K | Sell |
453
-96
| -17% | -$8.89K | ﹤0.01% | 658 |
|
|
2023
Q2 | $53.6K | Sell |
549
-247
| -31% | -$24.1K | 0.01% | 540 |
|
|
2023
Q1 | $77.4K | Buy |
796
+6
| +0.8% | +$583 | 0.01% | 467 |
|
|
2022
Q4 | $80K | Sell |
790
-32
| -4% | -$3.24K | 0.01% | 434 |
|
|
2022
Q3 | $68K | Buy |
822
+6
| +0.7% | +$496 | 0.01% | 402 |
|
|
2022
Q2 | $81K | Buy |
816
+306
| +60% | +$30.4K | 0.01% | 284 |
|
|
2022
Q1 | $48K | Buy |
510
+6
| +1% | +$565 | 0.01% | 386 |
|
|
2021
Q4 | $48K | Buy |
504
+182
| +57% | +$17.3K | 0.01% | 389 |
|
|
2021
Q3 | $31K | Buy |
322
+4
| +1% | +$385 | 0.01% | 375 |
|
|
2021
Q2 | $32K | Buy |
318
+47
| +17% | +$4.73K | 0.01% | 362 |
|
|
2021
Q1 | $24K | Buy |
271
+4
| +1% | +$354 | 0.01% | 379 |
|
|
2020
Q4 | $22K | Buy |
267
+4
| +2% | +$330 | 0.01% | 356 |
|
|
2020
Q3 | $20K | Sell |
263
-5
| -2% | -$380 | 0.01% | 326 |
|
|
2020
Q2 | $19K | Buy |
+268
| New | +$19K | 0.01% | 292 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$3K | – | 630 |
|
|
2019
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 426 |
|
|
2019
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 411 |
|
|
2019
Q2 | $3K | Buy |
40
+24
| +150% | +$1.8K | ﹤0.01% | 366 |
|
|
2019
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 453 |
|
|
2018
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 433 |
|