Laurel Wealth Advisors (North Carolina)’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 | $2.45M | Buy |
446,948
+444,494
| +18,113% | +$2.44M | 0.04% | 179 |
|
|
2025
Q1 | $390K | Sell |
2,454
-258
| -10% | -$41K | 0.06% | 139 |
|
|
2024
Q4 | $326K | Hold |
2,712
| – | – | 0.05% | 147 |
|
|
2024
Q3 | $329K | Buy |
2,712
+21
| +0.8% | +$2.55K | 0.05% | 144 |
|
|
2024
Q2 | $273K | Buy |
2,691
+40
| +2% | +$4.05K | 0.05% | 151 |
|
|
2024
Q1 | $243K | Buy |
2,651
+973
| +58% | +$89.1K | 0.04% | 159 |
|
|
2023
Q4 | $158K | Hold |
1,678
| – | – | 0.03% | 186 |
|
|
2023
Q3 | $155K | Hold |
1,678
| – | – | 0.03% | 183 |
|
|
2023
Q2 | $164K | Hold |
1,678
| – | – | 0.03% | 182 |
|
|
2023
Q1 | $163K | Hold |
1,678
| – | – | 0.03% | 186 |
|
|
2022
Q4 | $170K | Sell |
1,678
-103
| -6% | -$10.4K | 0.04% | 173 |
|
|
2022
Q3 | $148K | Hold |
1,781
| – | – | 0.04% | 176 |
|
|
2022
Q2 | $176K | Hold |
1,781
| – | – | 0.04% | 165 |
|
|
2022
Q1 | $167K | Hold |
1,781
| – | – | 0.04% | 181 |
|
|
2021
Q4 | $169K | Hold |
1,781
| – | – | 0.03% | 176 |
|
|
2021
Q3 | $169K | Sell |
1,781
-200
| -10% | -$19K | 0.04% | 177 |
|
|
2021
Q2 | $196K | Hold |
1,981
| – | – | 0.04% | 169 |
|
|
2021
Q1 | $176K | Hold |
1,981
| – | – | 0.04% | 167 |
|
|
2020
Q4 | $164K | Hold |
1,981
| – | – | 0.04% | 161 |
|
|
2020
Q3 | $149K | Sell |
1,981
-50
| -2% | -$3.76K | 0.04% | 155 |
|
|
2020
Q2 | $142K | Hold |
2,031
| – | – | 0.05% | 149 |
|
|
2020
Q1 | $148K | Hold |
2,031
| – | – | 0.06% | 141 |
|
|
2019
Q4 | $173K | Buy |
2,031
+100
| +5% | +$8.52K | 0.05% | 151 |
|
|
2019
Q3 | $147K | Sell |
1,931
-233
| -11% | -$17.7K | 0.05% | 153 |
|
|
2019
Q2 | $170K | Hold |
2,164
| – | – | 0.06% | 146 |
|
|
2019
Q1 | $191K | Sell |
2,164
-46
| -2% | -$4.06K | 0.07% | 141 |
|
|
2018
Q4 | $148K | Buy |
+2,210
| New | +$148K | 0.06% | 141 |
|