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Merit Financial Group’s Philip Morris PM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25.8M Buy
141,757
+27,593
+24% +$5.03M 0.29% 64
2025
Q1
$18.1M Buy
114,164
+22,110
+24% +$3.51M 0.27% 69
2024
Q4
$11.1M Buy
92,054
+33,040
+56% +$3.98M 0.2% 94
2024
Q3
$7.16M Sell
59,014
-15,357
-21% -$1.86M 0.16% 115
2024
Q2
$7.54M Buy
74,371
+7,591
+11% +$769K 0.17% 101
2024
Q1
$6.5M Buy
66,780
+6,602
+11% +$643K 0.16% 113
2023
Q4
$5.66M Sell
60,178
-2,361
-4% -$222K 0.17% 86
2023
Q3
$5.79M Buy
62,539
+5,091
+9% +$471K 0.19% 84
2023
Q2
$5.61M Sell
57,448
-1,596
-3% -$156K 0.18% 84
2023
Q1
$5.74M Sell
59,044
-3,196
-5% -$311K 0.21% 74
2022
Q4
$6.3M Buy
62,240
+6,702
+12% +$678K 0.23% 66
2022
Q3
$4.61M Sell
55,538
-2,190
-4% -$182K 0.2% 69
2022
Q2
$5.7M Buy
57,728
+4,699
+9% +$464K 0.18% 79
2022
Q1
$4.98M Buy
53,029
+1,008
+2% +$94.7K 0.3% 53
2021
Q4
$4.94M Sell
52,021
-649
-1% -$61.7K 0.48% 23
2021
Q3
$4.99M Sell
52,670
-638
-1% -$60.5K 0.52% 22
2021
Q2
$5.28M Sell
53,308
-1,413
-3% -$140K 0.5% 21
2021
Q1
$4.86M Buy
54,721
+1,601
+3% +$142K 0.51% 19
2020
Q4
$4.4M Buy
53,120
+1,617
+3% +$134K 0.43% 19
2020
Q3
$3.86M Sell
51,503
-3,702
-7% -$278K 0.35% 20
2020
Q2
$3.87M Sell
55,205
-518
-0.9% -$36.3K 0.38% 19
2020
Q1
$4.07M Sell
55,723
-380
-0.7% -$27.7K 0.45% 17
2019
Q4
$4.77M Buy
+56,103
New +$4.77M 0.42% 15