MSA
Marino Stram & Associates’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Sell |
12,638
-7
| -0.1% | -$1.28K | 0.46% | 36 |
|
|
2025
Q1 | $2.01M | Sell |
12,645
-42
| -0.3% | -$6.67K | 0.45% | 42 |
|
|
2024
Q4 | $1.53M | Buy |
12,687
+222
| +2% | +$26.7K | 0.34% | 48 |
|
|
2024
Q3 | $1.51M | Buy |
12,465
+32
| +0.3% | +$3.89K | 0.34% | 49 |
|
|
2024
Q2 | $1.26M | Sell |
12,433
-551
| -4% | -$55.8K | 0.31% | 54 |
|
|
2024
Q1 | $1.19M | Sell |
12,984
-223
| -2% | -$20.4K | 0.28% | 55 |
|
|
2023
Q4 | $1.24M | Buy |
13,207
+236
| +2% | +$22.2K | 0.32% | 50 |
|
|
2023
Q3 | $1.2M | Buy |
12,971
+124
| +1% | +$11.5K | 0.35% | 45 |
|
|
2023
Q2 | $1.25M | Sell |
12,847
-167
| -1% | -$16.3K | 0.36% | 44 |
|
|
2023
Q1 | $1.27M | Buy |
13,014
+506
| +4% | +$49.2K | 0.38% | 43 |
|
|
2022
Q4 | $1.27M | Buy |
12,508
+339
| +3% | +$34.3K | 0.4% | 41 |
|
|
2022
Q3 | $1.01M | Buy |
12,169
+400
| +3% | +$33.2K | 0.36% | 45 |
|
|
2022
Q2 | $1.16M | Sell |
11,769
-305
| -3% | -$30.1K | 0.4% | 42 |
|
|
2022
Q1 | $1.13M | Buy |
12,074
+116
| +1% | +$10.9K | 0.36% | 44 |
|
|
2021
Q4 | $1.14M | Buy |
11,958
+662
| +6% | +$62.9K | 0.35% | 45 |
|
|
2021
Q3 | $1.07M | Sell |
11,296
-20,104
| -64% | -$1.91M | 0.37% | 45 |
|
|
2021
Q2 | $3.11M | Buy |
31,400
+21,547
| +219% | +$2.14M | 0.81% | 33 |
|
|
2021
Q1 | $874K | Buy |
9,853
+1,126
| +13% | +$99.9K | 0.34% | 50 |
|
|
2020
Q4 | $723K | Buy |
8,727
+469
| +6% | +$38.9K | 0.32% | 47 |
|
|
2020
Q3 | $619K | Sell |
8,258
-107
| -1% | -$8.02K | 0.33% | 50 |
|
|
2020
Q2 | $586K | Sell |
8,365
-215
| -3% | -$15.1K | 0.35% | 54 |
|
|
2020
Q1 | $626K | Buy |
8,580
+2,544
| +42% | +$186K | 0.48% | 45 |
|
|
2019
Q4 | $514K | Sell |
6,036
-732
| -11% | -$62.3K | 0.34% | 51 |
|
|
2019
Q3 | $514K | Buy |
6,768
+1,300
| +24% | +$98.7K | 0.36% | 45 |
|
|
2019
Q2 | $429K | Buy |
5,468
+464
| +9% | +$36.4K | 0.31% | 49 |
|
|
2019
Q1 | $442K | Buy |
5,004
+1,146
| +30% | +$101K | 0.32% | 48 |
|
|
2018
Q4 | $258K | Sell |
3,858
-530
| -12% | -$35.4K | 0.23% | 63 |
|
|
2018
Q3 | $354K | Sell |
4,388
-700
| -14% | -$56.5K | 0.28% | 57 |
|
|
2018
Q2 | $376K | Sell |
5,088
-465
| -8% | -$34.4K | 0.33% | 51 |
|
|
2018
Q1 | $552K | Sell |
5,553
-56
| -1% | -$5.57K | 0.51% | 41 |
|
|
2017
Q4 | $593K | Buy |
+5,609
| New | +$593K | 0.55% | 38 |
|