MONECO 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 | $697K | Sell |
3,826
-35
| -0.9% | -$6.37K | 0.06% | 234 |
|
|
2025
Q1 | $613K | Sell |
3,861
-82
| -2% | -$13K | 0.06% | 242 |
|
|
2024
Q4 | $475K | Buy |
3,943
+794
| +25% | +$95.6K | 0.05% | 283 |
|
|
2024
Q3 | $382K | Sell |
3,149
-23
| -0.7% | -$2.79K | 0.05% | 300 |
|
|
2024
Q2 | $321K | Buy |
3,172
+57
| +2% | +$5.78K | 0.05% | 308 |
|
|
2024
Q1 | $285K | Buy |
3,115
+31
| +1% | +$2.84K | 0.05% | 326 |
|
|
2023
Q4 | $290K | Sell |
3,084
-32
| -1% | -$3.01K | 0.06% | 298 |
|
|
2023
Q3 | $288K | Buy |
3,116
+56
| +2% | +$5.18K | 0.08% | 259 |
|
|
2023
Q2 | $299K | Buy |
3,060
+32
| +1% | +$3.12K | 0.08% | 253 |
|
|
2023
Q1 | $294K | Buy |
3,028
+213
| +8% | +$20.7K | 0.09% | 243 |
|
|
2022
Q4 | $285K | Buy |
2,815
+11
| +0.4% | +$1.11K | 0.1% | 199 |
|
|
2022
Q3 | $233K | Buy |
2,804
+20
| +0.7% | +$1.66K | 0.09% | 209 |
|
|
2022
Q2 | $275K | Sell |
2,784
-209
| -7% | -$20.6K | 0.11% | 188 |
|
|
2022
Q1 | $281K | Sell |
2,993
-6,078
| -67% | -$571K | 0.1% | 189 |
|
|
2021
Q4 | $942K | Buy |
9,071
+118
| +1% | +$12.3K | 0.35% | 68 |
|
|
2021
Q3 | $849K | Buy |
8,953
+392
| +5% | +$37.2K | 0.34% | 73 |
|
|
2021
Q2 | $849K | Buy |
8,561
+70
| +0.8% | +$6.94K | 0.39% | 66 |
|
|
2021
Q1 | $753K | Hold |
8,491
| – | – | 0.37% | 69 |
|
|
2020
Q4 | $690K | Sell |
8,491
-127
| -1% | -$10.3K | 0.38% | 64 |
|
|
2020
Q3 | $646K | Sell |
8,618
-1,129
| -12% | -$84.6K | 0.41% | 59 |
|
|
2020
Q2 | $683K | Hold |
9,747
| – | – | 0.53% | 47 |
|
|
2020
Q1 | $711K | Buy |
9,747
+518
| +6% | +$37.8K | 0.73% | 34 |
|
|
2019
Q4 | $819K | Buy |
9,229
+218
| +2% | +$19.3K | 0.58% | 42 |
|
|
2019
Q3 | $684K | Buy |
9,011
+103
| +1% | +$7.82K | 0.53% | 42 |
|
|
2019
Q2 | $700K | Buy |
8,908
+47
| +0.5% | +$3.69K | 0.56% | 42 |
|
|
2019
Q1 | $783K | Buy |
8,861
+49
| +0.6% | +$4.33K | 0.63% | 39 |
|
|
2018
Q4 | $588K | Buy |
+8,812
| New | +$588K | 0.68% | 34 |
|