Mark Sheptoff Financial Planning’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 | $27K | Hold |
148
| – | – | 0.01% | 241 |
|
|
2025
Q1 | $23.5K | Hold |
148
| – | – | 0.01% | 234 |
|
|
2024
Q4 | $17.8K | Hold |
148
| – | – | 0.01% | 267 |
|
|
2024
Q3 | $18K | Hold |
148
| – | – | 0.01% | 254 |
|
|
2024
Q2 | $15K | Hold |
148
| – | – | 0.01% | 279 |
|
|
2024
Q1 | $13.6K | Sell |
148
-20
| -12% | -$1.83K | 0.01% | 269 |
|
|
2023
Q4 | $15.8K | Sell |
168
-475
| -74% | -$44.6K | 0.01% | 246 |
|
|
2023
Q3 | $59.5K | Buy |
643
+475
| +283% | +$44K | 0.04% | 135 |
|
|
2023
Q2 | $16.4K | Sell |
168
-150
| -47% | -$14.6K | 0.01% | 238 |
|
|
2023
Q1 | $30.9K | Hold |
318
| – | – | 0.02% | 183 |
|
|
2022
Q4 | $32.2K | Buy |
318
+20
| +7% | +$2.02K | 0.02% | 181 |
|
|
2022
Q3 | $25K | Buy |
+298
| New | +$25K | 0.02% | 186 |
|
|
2019
Q1 | – | Sell |
-51
| Closed | -$3K | – | 366 |
|
|
2018
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 299 |
|
|
2018
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 329 |
|
|
2018
Q2 | $4K | Sell |
51
-40
| -44% | -$3.14K | ﹤0.01% | 327 |
|
|
2018
Q1 | $9K | Hold |
91
| – | – | 0.01% | 302 |
|
|
2017
Q4 | $10K | Hold |
91
| – | – | 0.01% | 282 |
|
|
2017
Q3 | $10K | Hold |
91
| – | – | 0.01% | 286 |
|
|
2017
Q2 | $11K | Sell |
91
-1
| -1% | -$121 | 0.01% | 273 |
|
|
2017
Q1 | $10K | Buy |
92
+1
| +1% | +$109 | 0.01% | 279 |
|
|
2016
Q4 | $8K | Hold |
91
| – | – | 0.01% | 277 |
|
|
2016
Q3 | $9K | Hold |
91
| – | – | 0.01% | 267 |
|
|
2016
Q2 | $9K | Buy |
91
+51
| +128% | +$5.04K | 0.01% | 254 |
|
|
2016
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 294 |
|
|
2015
Q4 | $4K | Hold |
40
| – | – | ﹤0.01% | 313 |
|
|
2015
Q3 | $3K | Sell |
40
-26
| -39% | -$1.95K | ﹤0.01% | 321 |
|
|
2015
Q2 | $5K | Buy |
66
+26
| +65% | +$1.97K | ﹤0.01% | 302 |
|
|
2015
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 303 |
|
|
2014
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 301 |
|
|
2014
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 310 |
|
|
2014
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 317 |
|
|
2014
Q1 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 328 |
|