Mayflower Financial Advisors’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 | $2.46M | Sell |
13,520
-546
| -4% | -$99.4K | 0.34% | 72 |
|
2025
Q1 | $2.23M | Sell |
14,066
-39
| -0.3% | -$6.19K | 0.34% | 70 |
|
2024
Q4 | $1.7M | Buy |
14,105
+182
| +1% | +$21.9K | 0.25% | 96 |
|
2024
Q3 | $1.69M | Sell |
13,923
-789
| -5% | -$95.8K | 0.25% | 92 |
|
2024
Q2 | $1.49M | Buy |
14,712
+376
| +3% | +$38.1K | 0.24% | 98 |
|
2024
Q1 | $1.31M | Sell |
14,336
-100
| -0.7% | -$9.16K | 0.22% | 102 |
|
2023
Q4 | $1.36M | Sell |
14,436
-242
| -2% | -$22.8K | 0.19% | 107 |
|
2023
Q3 | $1.36M | Sell |
14,678
-828
| -5% | -$76.7K | 0.2% | 102 |
|
2023
Q2 | $1.51M | Buy |
15,506
+16
| +0.1% | +$1.56K | 0.2% | 102 |
|
2023
Q1 | $1.51M | Buy |
15,490
+4,217
| +37% | +$410K | 0.2% | 101 |
|
2022
Q4 | $1.14M | Sell |
11,273
-761
| -6% | -$77K | 0.16% | 112 |
|
2022
Q3 | $999K | Buy |
12,034
+431
| +4% | +$35.8K | 0.16% | 106 |
|
2022
Q2 | $1.15M | Buy |
11,603
+2,841
| +32% | +$281K | 0.18% | 102 |
|
2022
Q1 | $823K | Buy |
8,762
+1,208
| +16% | +$113K | 0.11% | 133 |
|
2021
Q4 | $718K | Buy |
7,554
+10
| +0.1% | +$950 | 0.1% | 150 |
|
2021
Q3 | $723K | Sell |
7,544
-75
| -1% | -$7.19K | 0.1% | 144 |
|
2021
Q2 | $755K | Buy |
7,619
+3,072
| +68% | +$304K | 0.1% | 131 |
|
2021
Q1 | $404K | Buy |
4,547
+704
| +18% | +$62.6K | 0.06% | 190 |
|
2020
Q4 | $318K | Buy |
+3,843
| New | +$318K | 0.05% | 201 |
|