Moneta Group Investment 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 | $2.1M | Buy |
11,503
+791
| +7% | +$144K | 0.03% | 221 |
|
|
2025
Q1 | $1.7M | Sell |
10,712
-4,061
| -27% | -$645K | 0.02% | 225 |
|
|
2024
Q4 | $1.78M | Buy |
14,773
+3,626
| +33% | +$436K | 0.02% | 224 |
|
|
2024
Q3 | $1.35M | Sell |
11,147
-823
| -7% | -$99.9K | 0.02% | 248 |
|
|
2024
Q2 | $1.21M | Sell |
11,970
-437
| -4% | -$44.3K | 0.02% | 245 |
|
|
2024
Q1 | $1.14M | Sell |
12,407
-1,553
| -11% | -$142K | 0.02% | 254 |
|
|
2023
Q4 | $1.31M | Sell |
13,960
-1,471
| -10% | -$138K | 0.03% | 205 |
|
|
2023
Q3 | $1.43M | Sell |
15,431
-1,014
| -6% | -$93.9K | 0.03% | 192 |
|
|
2023
Q2 | $1.61M | Sell |
16,445
-238
| -1% | -$23.2K | 0.04% | 185 |
|
|
2023
Q1 | $1.62M | Buy |
16,683
+2,697
| +19% | +$262K | 0.04% | 182 |
|
|
2022
Q4 | $1.46M | Sell |
13,986
-1,530
| -10% | -$159K | 0.04% | 177 |
|
|
2022
Q3 | $1.29M | Sell |
15,516
-293
| -2% | -$24.3K | 0.05% | 171 |
|
|
2022
Q2 | $1.56M | Buy |
15,809
+6,037
| +62% | +$596K | 0.05% | 161 |
|
|
2022
Q1 | $918K | Buy |
9,772
+3,183
| +48% | +$299K | 0.04% | 215 |
|
|
2021
Q4 | $626K | Sell |
6,589
-68
| -1% | -$6.46K | 0.03% | 266 |
|
|
2021
Q3 | $631K | Sell |
6,657
-1,536
| -19% | -$146K | 0.03% | 248 |
|
|
2021
Q2 | $812K | Buy |
8,193
+632
| +8% | +$62.6K | 0.04% | 220 |
|
|
2021
Q1 | $671K | Buy |
7,561
+2,017
| +36% | +$179K | 0.04% | 218 |
|
|
2020
Q4 | $459K | Sell |
5,544
-1,724
| -24% | -$143K | 0.03% | 205 |
|
|
2020
Q3 | $545K | Buy |
7,268
+1,816
| +33% | +$136K | 0.05% | 158 |
|
|
2020
Q2 | $382K | Buy |
5,452
+1,080
| +25% | +$75.7K | 0.04% | 191 |
|
|
2020
Q1 | $319K | Sell |
4,372
-94
| -2% | -$6.86K | 0.03% | 197 |
|
|
2019
Q4 | $380K | Sell |
4,466
-381
| -8% | -$32.4K | 0.03% | 192 |
|
|
2019
Q3 | $368K | Buy |
4,847
+1,562
| +48% | +$119K | 0.03% | 194 |
|
|
2019
Q2 | $258K | Sell |
3,285
-143
| -4% | -$11.2K | 0.03% | 198 |
|
|
2019
Q1 | $303K | Sell |
3,428
-5,889
| -63% | -$521K | 0.03% | 176 |
|
|
2018
Q4 | $622K | Sell |
9,317
-123
| -1% | -$8.21K | 0.07% | 125 |
|
|
2018
Q3 | $770K | Buy |
9,440
+168
| +2% | +$13.7K | 0.08% | 115 |
|
|
2018
Q2 | $749K | Buy |
9,272
+5,614
| +153% | +$454K | 0.08% | 137 |
|
|
2018
Q1 | $364K | Buy |
3,658
+1,574
| +76% | +$157K | 0.05% | 143 |
|
|
2017
Q4 | $220K | Hold |
2,084
| – | – | 0.03% | 179 |
|
|
2017
Q3 | $231K | Sell |
2,084
-400
| -16% | -$44.3K | 0.04% | 178 |
|
|
2017
Q2 | $292K | Hold |
2,484
| – | – | 0.05% | 162 |
|
|
2017
Q1 | $280K | Sell |
2,484
-1,553
| -38% | -$175K | 0.06% | 128 |
|
|
2016
Q4 | $369K | Buy |
4,037
+1,873
| +87% | +$171K | 0.08% | 110 |
|
|
2016
Q3 | $210K | Hold |
2,164
| – | – | 0.05% | 135 |
|
|
2016
Q2 | $220K | Hold |
2,164
| – | – | 0.05% | 149 |
|
|
2016
Q1 | $212K | Buy |
+2,164
| New | +$212K | 0.05% | 152 |
|
|
2015
Q4 | – | Sell |
-2,164
| Closed | -$172K | – | 341 |
|
|
2015
Q3 | $172K | Buy |
+2,164
| New | +$172K | 0.05% | 137 |
|