MBA 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 | $801K | Sell |
4,398
-166
| -4% | -$30.2K | 0.37% | 61 |
|
|
2025
Q1 | $724K | Buy |
4,564
+107
| +2% | +$17K | 0.36% | 63 |
|
|
2024
Q4 | $536K | Buy |
4,457
+233
| +6% | +$28K | 0.27% | 73 |
|
|
2024
Q3 | $513K | Sell |
4,224
-518
| -11% | -$62.9K | 0.25% | 76 |
|
|
2024
Q2 | $481K | Buy |
4,742
+5
| +0.1% | +$507 | 0.25% | 76 |
|
|
2024
Q1 | $434K | Sell |
4,737
-661
| -12% | -$60.6K | 0.22% | 83 |
|
|
2023
Q4 | $508K | Buy |
5,398
+500
| +10% | +$47K | 0.28% | 78 |
|
|
2023
Q3 | $453K | Sell |
4,898
-292
| -6% | -$27K | 0.28% | 76 |
|
|
2023
Q2 | $507K | Buy |
5,190
+640
| +14% | +$62.5K | 0.3% | 71 |
|
|
2023
Q1 | $442K | Hold |
4,550
| – | – | 0.28% | 77 |
|
|
2022
Q4 | $461K | Sell |
4,550
-50
| -1% | -$5.06K | 0.3% | 72 |
|
|
2022
Q3 | $382K | Hold |
4,600
| – | – | 0.28% | 77 |
|
|
2022
Q2 | $454K | Sell |
4,600
-100
| -2% | -$9.87K | 0.31% | 70 |
|
|
2022
Q1 | $442K | Sell |
4,700
-911
| -16% | -$85.7K | 0.27% | 83 |
|
|
2021
Q4 | $533K | Hold |
5,611
| – | – | 0.33% | 78 |
|
|
2021
Q3 | $532K | Hold |
5,611
| – | – | 0.39% | 66 |
|
|
2021
Q2 | $556 | Hold |
5,611
| – | – | 0.26% | 69 |
|
|
2021
Q1 | $498 | Buy |
+5,611
| New | +$498 | 0.27% | 70 |
|