McKinley Carter Wealth 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 | $371K | Sell |
2,036
-72
| -3% | -$13.1K | 0.02% | 244 |
|
|
2025
Q1 | $335K | Buy |
2,108
+133
| +7% | +$21.1K | 0.02% | 250 |
|
|
2024
Q4 | $238K | Buy |
1,975
+91
| +5% | +$11K | 0.01% | 271 |
|
|
2024
Q3 | $229K | Sell |
1,884
-516
| -22% | -$62.6K | 0.01% | 286 |
|
|
2024
Q2 | $243K | Sell |
2,400
-60
| -2% | -$6.08K | 0.02% | 279 |
|
|
2024
Q1 | $225K | Buy |
2,460
+111
| +5% | +$10.2K | 0.02% | 281 |
|
|
2023
Q4 | $221K | Sell |
2,349
-184
| -7% | -$17.3K | 0.02% | 285 |
|
|
2023
Q3 | $235K | Sell |
2,533
-175
| -6% | -$16.2K | 0.02% | 269 |
|
|
2023
Q2 | $264K | Hold |
2,708
| – | – | 0.02% | 261 |
|
|
2023
Q1 | $263K | Buy |
2,708
+72
| +3% | +$7K | 0.02% | 260 |
|
|
2022
Q4 | $267K | Buy |
2,636
+125
| +5% | +$12.7K | 0.02% | 255 |
|
|
2022
Q3 | $208K | Sell |
2,511
-45
| -2% | -$3.73K | 0.02% | 269 |
|
|
2022
Q2 | $252K | Sell |
2,556
-477
| -16% | -$47K | 0.02% | 262 |
|
|
2022
Q1 | $285K | Sell |
3,033
-232
| -7% | -$21.8K | 0.02% | 245 |
|
|
2021
Q4 | $310K | Sell |
3,265
-300
| -8% | -$28.5K | 0.02% | 236 |
|
|
2021
Q3 | $338K | Buy |
3,565
+400
| +13% | +$37.9K | 0.03% | 227 |
|
|
2021
Q2 | $314K | Sell |
3,165
-696
| -18% | -$69.1K | 0.03% | 239 |
|
|
2021
Q1 | $342K | Buy |
3,861
+231
| +6% | +$20.5K | 0.03% | 228 |
|
|
2020
Q4 | $300K | Buy |
3,630
+18
| +0.5% | +$1.49K | 0.04% | 215 |
|
|
2020
Q3 | $271K | Sell |
3,612
-334
| -8% | -$25.1K | 0.06% | 122 |
|
|
2020
Q2 | $276K | Sell |
3,946
-649
| -14% | -$45.4K | 0.07% | 116 |
|
|
2020
Q1 | $335K | Sell |
4,595
-2,743
| -37% | -$200K | 0.1% | 112 |
|
|
2019
Q4 | $624K | Sell |
7,338
-1,440
| -16% | -$122K | 0.15% | 99 |
|
|
2019
Q3 | $667K | Buy |
8,778
+280
| +3% | +$21.3K | 0.17% | 97 |
|
|
2019
Q2 | $667K | Sell |
8,498
-488
| -5% | -$38.3K | 0.18% | 94 |
|
|
2019
Q1 | $794K | Sell |
8,986
-775
| -8% | -$68.5K | 0.22% | 82 |
|
|
2018
Q4 | $652K | Sell |
9,761
-2,110
| -18% | -$141K | 0.22% | 87 |
|
|
2018
Q3 | $968K | Buy |
11,871
+87
| +0.7% | +$7.09K | 0.29% | 69 |
|
|
2018
Q2 | $951K | Sell |
11,784
-804
| -6% | -$64.9K | 0.31% | 67 |
|
|
2018
Q1 | $1.25M | Buy |
12,588
+1,214
| +11% | +$121K | 0.41% | 58 |
|
|
2017
Q4 | $1.2M | Sell |
11,374
-688
| -6% | -$72.7K | 0.41% | 60 |
|
|
2017
Q3 | $1.34M | Buy |
12,062
+21
| +0.2% | +$2.33K | 0.51% | 50 |
|
|
2017
Q2 | $1.41M | Buy |
12,041
+71
| +0.6% | +$8.34K | 0.63% | 49 |
|
|
2017
Q1 | $1.35M | Sell |
11,970
-39
| -0.3% | -$4.4K | 0.63% | 49 |
|
|
2016
Q4 | $1.1M | Sell |
12,009
-296
| -2% | -$27.1K | 0.56% | 49 |
|
|
2016
Q3 | $1.2M | Sell |
12,305
-1,203
| -9% | -$117K | 0.62% | 48 |
|
|
2016
Q2 | $1.37M | Sell |
13,508
-172
| -1% | -$17.5K | 0.71% | 48 |
|
|
2016
Q1 | $1.34M | Buy |
13,680
+2
| +0% | +$196 | 0.74% | 42 |
|
|
2015
Q4 | $1.2M | Buy |
13,678
+25
| +0.2% | +$2.2K | 0.69% | 47 |
|
|
2015
Q3 | $1.08M | Sell |
13,653
-710
| -5% | -$56.3K | 0.67% | 47 |
|
|
2015
Q2 | $1.15M | Buy |
14,363
+121
| +0.8% | +$9.71K | 0.62% | 50 |
|
|
2015
Q1 | $1.07M | Buy |
14,242
+1,039
| +8% | +$78.3K | 0.69% | 45 |
|
|
2014
Q4 | $1.08M | Buy |
13,203
+6,925
| +110% | +$564K | 0.84% | 42 |
|
|
2014
Q3 | $524K | Sell |
6,278
-518
| -8% | -$43.2K | 0.5% | 50 |
|
|
2014
Q2 | $573K | Sell |
6,796
-583
| -8% | -$49.2K | 0.6% | 44 |
|
|
2014
Q1 | $604K | Sell |
7,379
-8,875
| -55% | -$726K | 0.66% | 47 |
|
|
2013
Q4 | $1.42M | Sell |
16,254
-8,239
| -34% | -$718K | 1.38% | 21 |
|
|
2013
Q3 | $2.12M | Buy |
24,493
+462
| +2% | +$40K | 2.51% | 12 |
|
|
2013
Q2 | $2.08M | Buy |
+24,031
| New | +$2.08M | 3.15% | 9 |
|