Level Four Advisory Services’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 | $3.32M | Buy |
18,213
+3,137
| +21% | +$571K | 0.12% | 203 |
|
|
2025
Q1 | $2.39M | Buy |
15,076
+39
| +0.3% | +$6.19K | 0.1% | 228 |
|
|
2024
Q4 | $1.81M | Sell |
15,037
-853
| -5% | -$103K | 0.07% | 250 |
|
|
2024
Q3 | $2.11M | Buy |
15,890
+490
| +3% | +$65K | 0.09% | 231 |
|
|
2024
Q2 | $1.56M | Sell |
15,400
-9,121
| -37% | -$924K | 0.07% | 267 |
|
|
2024
Q1 | $2.31M | Buy |
24,521
+929
| +4% | +$87.4K | 0.13% | 180 |
|
|
2023
Q4 | $2.22M | Sell |
23,592
-35
| -0.1% | -$3.29K | 0.12% | 183 |
|
|
2023
Q3 | $2.19M | Sell |
23,627
-3,907
| -14% | -$362K | 0.14% | 172 |
|
|
2023
Q2 | $2.69M | Sell |
27,534
-242
| -0.9% | -$23.6K | 0.16% | 144 |
|
|
2023
Q1 | $2.7M | Buy |
27,776
+2,514
| +10% | +$244K | 0.18% | 138 |
|
|
2022
Q4 | $2.56M | Buy |
25,262
+13,205
| +110% | +$1.34M | 0.19% | 129 |
|
|
2022
Q3 | $1M | Sell |
12,057
-605
| -5% | -$50.2K | 0.1% | 205 |
|
|
2022
Q2 | $1.25M | Buy |
12,662
+935
| +8% | +$92.3K | 0.12% | 186 |
|
|
2022
Q1 | $1.1M | Sell |
11,727
-331
| -3% | -$31.1K | 0.09% | 228 |
|
|
2021
Q4 | $1.15M | Buy |
12,058
+6,319
| +110% | +$601K | 0.09% | 226 |
|
|
2021
Q3 | $544K | Sell |
5,739
-2,229
| -28% | -$211K | 0.06% | 275 |
|
|
2021
Q2 | $790K | Sell |
7,968
-837
| -10% | -$83K | 0.05% | 307 |
|
|
2021
Q1 | $781K | Sell |
8,805
-311
| -3% | -$27.6K | 0.06% | 303 |
|
|
2020
Q4 | $755K | Buy |
9,116
+1,414
| +18% | +$117K | 0.06% | 287 |
|
|
2020
Q3 | $578K | Sell |
7,702
-1,853
| -19% | -$139K | 0.04% | 324 |
|
|
2020
Q2 | $671K | Buy |
9,555
+1,732
| +22% | +$122K | 0.05% | 316 |
|
|
2020
Q1 | $570K | Sell |
7,823
-2,724
| -26% | -$198K | 0.07% | 297 |
|
|
2019
Q4 | $920K | Buy |
10,547
+2,226
| +27% | +$194K | 0.04% | 290 |
|
|
2019
Q3 | $632K | Sell |
8,321
-4,584
| -36% | -$348K | 0.07% | 285 |
|
|
2019
Q2 | $1.01M | Sell |
12,905
-153
| -1% | -$12K | 0.1% | 196 |
|
|
2019
Q1 | $1.15M | Sell |
13,058
-4,110
| -24% | -$363K | 0.13% | 170 |
|
|
2018
Q4 | $1.15M | Buy |
17,168
+572
| +3% | +$38.2K | 0.14% | 158 |
|
|
2018
Q3 | $1.35M | Sell |
16,596
-2,739
| -14% | -$223K | 0.15% | 162 |
|
|
2018
Q2 | $1.56M | Buy |
19,335
+3,654
| +23% | +$295K | 0.11% | 174 |
|
|
2018
Q1 | $1.56M | Buy |
15,681
+1,318
| +9% | +$131K | 0.12% | 162 |
|
|
2017
Q4 | $1.52M | Buy |
14,363
+207
| +1% | +$21.9K | 0.12% | 165 |
|
|
2017
Q3 | $1.57M | Sell |
14,156
-3,072
| -18% | -$341K | 0.14% | 142 |
|
|
2017
Q2 | $1.95M | Sell |
17,228
-124
| -0.7% | -$14K | 0.3% | 83 |
|
|
2017
Q1 | $1.96M | Buy |
17,352
+2,201
| +15% | +$249K | 0.2% | 106 |
|
|
2016
Q4 | $1.39M | Buy |
+15,151
| New | +$1.39M | 0.18% | 126 |
|