Meridian Wealth Management’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 | $2.8M | Buy |
15,363
+381
| +3% | +$69.4K | 0.12% | 171 |
|
|
2025
Q1 | $2.38M | Sell |
14,982
-642
| -4% | -$102K | 0.12% | 170 |
|
|
2024
Q4 | $1.88M | Buy |
15,624
+398
| +3% | +$47.9K | 0.09% | 190 |
|
|
2024
Q3 | $1.85M | Buy |
+15,226
| New | +$1.85M | 0.09% | 188 |
|
|
2024
Q1 | – | Sell |
-14,470
| Closed | -$1.36M | – | 415 |
|
|
2023
Q4 | $1.36M | Sell |
14,470
-11,890
| -45% | -$1.12M | 0.09% | 216 |
|
|
2023
Q3 | $2.44M | Buy |
26,360
+13,005
| +97% | +$1.2M | 0.15% | 129 |
|
|
2023
Q2 | $1.3M | Sell |
13,355
-458
| -3% | -$44.7K | 0.11% | 163 |
|
|
2023
Q1 | $1.34M | Sell |
13,813
-1,463
| -10% | -$142K | 0.12% | 163 |
|
|
2022
Q4 | $1.55M | Buy |
15,276
+3,646
| +31% | +$369K | 0.15% | 140 |
|
|
2022
Q3 | $965K | Sell |
11,630
-1,447
| -11% | -$120K | 0.1% | 193 |
|
|
2022
Q2 | $1.29M | Buy |
13,077
+3,858
| +42% | +$381K | 0.11% | 207 |
|
|
2022
Q1 | $866K | Sell |
9,219
-772
| -8% | -$72.5K | 0.09% | 172 |
|
|
2021
Q4 | $949K | Buy |
9,991
+441
| +5% | +$41.9K | 0.1% | 161 |
|
|
2021
Q3 | $905K | Buy |
9,550
+1,186
| +14% | +$112K | 0.11% | 158 |
|
|
2021
Q2 | $829K | Buy |
8,364
+1,285
| +18% | +$127K | 0.11% | 164 |
|
|
2021
Q1 | $628K | Buy |
7,079
+231
| +3% | +$20.5K | 0.09% | 183 |
|
|
2020
Q4 | $567K | Buy |
6,848
+228
| +3% | +$18.9K | 0.09% | 176 |
|
|
2020
Q3 | $496K | Buy |
+6,620
| New | +$496K | 0.12% | 144 |
|
|
2019
Q4 | – | Sell |
-2,819
| Closed | -$214K | – | 208 |
|
|
2019
Q3 | $214K | Sell |
2,819
-62
| -2% | -$4.71K | 0.1% | 187 |
|
|
2019
Q2 | $2.26K | Buy |
2,881
+25
| +0.9% | +$20 | 0.09% | 185 |
|
|
2019
Q1 | $252K | Buy |
+2,856
| New | +$252K | 0.11% | 160 |
|
|
2018
Q4 | – | Sell |
-2,523
| Closed | -$206K | – | 183 |
|
|
2018
Q3 | $206K | Sell |
2,523
-1,645
| -39% | -$134K | 0.09% | 159 |
|
|
2018
Q2 | $337K | Sell |
4,168
-31
| -0.7% | -$2.51K | 0.16% | 125 |
|
|
2018
Q1 | $417K | Sell |
4,199
-12
| -0.3% | -$1.19K | 0.21% | 101 |
|
|
2017
Q4 | $455K | Sell |
4,211
-7
| -0.2% | -$756 | 0.28% | 85 |
|
|
2017
Q3 | $468K | Sell |
4,218
-97
| -2% | -$10.8K | 0.3% | 82 |
|
|
2017
Q2 | $507K | Buy |
4,315
+3
| +0.1% | +$352 | 0.32% | 75 |
|
|
2017
Q1 | $487K | Buy |
4,312
+1,592
| +59% | +$180K | 0.29% | 81 |
|
|
2016
Q4 | $259K | Buy |
+2,720
| New | +$259K | 0.21% | 103 |
|