Mission 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 | $1.89M | Buy |
10,376
+129
| +1% | +$23.5K | 0.04% | 214 |
|
|
2025
Q1 | $1.63M | Buy |
10,247
+452
| +5% | +$71.7K | 0.04% | 208 |
|
|
2024
Q4 | $1.18M | Sell |
9,795
-70
| -0.7% | -$8.42K | 0.03% | 237 |
|
|
2024
Q3 | $1.2M | Buy |
9,865
+1,383
| +16% | +$168K | 0.03% | 243 |
|
|
2024
Q2 | $860K | Sell |
8,482
-882
| -9% | -$89.4K | 0.02% | 293 |
|
|
2024
Q1 | $858K | Sell |
9,364
-3,766
| -29% | -$345K | 0.02% | 307 |
|
|
2023
Q4 | $1.24M | Sell |
13,130
-452
| -3% | -$42.5K | 0.04% | 201 |
|
|
2023
Q3 | $1.26M | Sell |
13,582
-100
| -0.7% | -$9.26K | 0.05% | 183 |
|
|
2023
Q2 | $1.34M | Buy |
13,682
+5,337
| +64% | +$521K | 0.05% | 178 |
|
|
2023
Q1 | $812K | Sell |
8,345
-28
| -0.3% | -$2.72K | 0.03% | 248 |
|
|
2022
Q4 | $847K | Buy |
8,373
+635
| +8% | +$64.3K | 0.04% | 227 |
|
|
2022
Q3 | $642K | Sell |
7,738
-100
| -1% | -$8.3K | 0.03% | 247 |
|
|
2022
Q2 | $774K | Sell |
7,838
-1,444
| -16% | -$143K | 0.04% | 224 |
|
|
2022
Q1 | $872K | Buy |
9,282
+1,301
| +16% | +$122K | 0.04% | 210 |
|
|
2021
Q4 | $758K | Buy |
7,981
+1,665
| +26% | +$158K | 0.03% | 220 |
|
|
2021
Q3 | $599K | Sell |
6,316
-690
| -10% | -$65.4K | 0.03% | 243 |
|
|
2021
Q2 | $694K | Sell |
7,006
-1,539
| -18% | -$152K | 0.04% | 226 |
|
|
2021
Q1 | $758K | Buy |
8,545
+1,769
| +26% | +$157K | 0.04% | 185 |
|
|
2020
Q4 | $561K | Buy |
6,776
+1,044
| +18% | +$86.4K | 0.04% | 211 |
|
|
2020
Q3 | $430K | Sell |
5,732
-485
| -8% | -$36.4K | 0.03% | 222 |
|
|
2020
Q2 | $436K | Buy |
6,217
+1,329
| +27% | +$93.2K | 0.04% | 198 |
|
|
2020
Q1 | $357K | Sell |
4,888
-2,176
| -31% | -$159K | 0.04% | 196 |
|
|
2019
Q4 | $601K | Sell |
7,064
-4,300
| -38% | -$366K | 0.06% | 167 |
|
|
2019
Q3 | $863K | Sell |
11,364
-80
| -0.7% | -$6.08K | 0.09% | 116 |
|
|
2019
Q2 | $899K | Buy |
11,444
+13
| +0.1% | +$1.02K | 0.1% | 108 |
|
|
2019
Q1 | $1.01M | Sell |
11,431
-290
| -2% | -$25.6K | 0.12% | 97 |
|
|
2018
Q4 | $782K | Buy |
11,721
+9,050
| +339% | +$604K | 0.1% | 101 |
|
|
2018
Q3 | $218K | Buy |
+2,671
| New | +$218K | 0.03% | 262 |
|
|
2018
Q2 | – | Sell |
-3,312
| Closed | -$329K | – | 278 |
|
|
2018
Q1 | $329K | Sell |
3,312
-230
| -6% | -$22.8K | 0.05% | 154 |
|
|
2017
Q4 | $374K | Sell |
3,542
-389
| -10% | -$41.1K | 0.06% | 130 |
|
|
2017
Q3 | $436K | Sell |
3,931
-69
| -2% | -$7.65K | 0.08% | 108 |
|
|
2017
Q2 | $470K | Buy |
4,000
+469
| +13% | +$55.1K | 0.09% | 99 |
|
|
2017
Q1 | $399K | Buy |
3,531
+141
| +4% | +$15.9K | 0.08% | 113 |
|
|
2016
Q4 | $310K | Buy |
3,390
+485
| +17% | +$44.4K | 0.06% | 127 |
|
|
2016
Q3 | $282K | Buy |
2,905
+315
| +12% | +$30.6K | 0.07% | 124 |
|
|
2016
Q2 | $263K | Hold |
2,590
| – | – | 0.07% | 121 |
|
|
2016
Q1 | $254K | Buy |
+2,590
| New | +$254K | 0.07% | 120 |
|