Mount Yale 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 | $5.09M | Buy |
27,947
+14,416
| +107% | +$2.63M | 0.4% | 43 |
|
|
2025
Q1 | $2.15M | Sell |
13,531
-5,002
| -27% | -$794K | 0.18% | 113 |
|
|
2024
Q4 | $2.23M | Buy |
18,533
+656
| +4% | +$79K | 0.18% | 112 |
|
|
2024
Q3 | $2.17M | Sell |
17,877
-3,127
| -15% | -$380K | 0.21% | 111 |
|
|
2024
Q2 | $2.13M | Sell |
21,004
-1,185
| -5% | -$120K | 0.17% | 119 |
|
|
2024
Q1 | $2.03M | Buy |
22,189
+5,856
| +36% | +$537K | 0.16% | 129 |
|
|
2023
Q4 | $1.54M | Sell |
16,333
-228
| -1% | -$21.5K | 0.15% | 148 |
|
|
2023
Q3 | $1.53M | Buy |
16,561
+5,299
| +47% | +$491K | 0.17% | 133 |
|
|
2023
Q2 | $1.1M | Buy |
11,262
+4,975
| +79% | +$486K | 0.12% | 180 |
|
|
2023
Q1 | $611K | Buy |
+6,287
| New | +$611K | 0.07% | 265 |
|
|
2022
Q3 | – | Sell |
-6,273
| Closed | -$619K | – | 468 |
|
|
2022
Q2 | $619K | Buy |
6,273
+335
| +6% | +$33.1K | 0.08% | 249 |
|
|
2022
Q1 | $558K | Buy |
5,938
+774
| +15% | +$72.7K | 0.06% | 291 |
|
|
2021
Q4 | $491K | Buy |
5,164
+497
| +11% | +$47.3K | 0.05% | 293 |
|
|
2021
Q3 | $442K | Buy |
+4,667
| New | +$442K | 0.05% | 305 |
|
|
2018
Q4 | – | Sell |
-811
| Closed | -$72K | – | 655 |
|
|
2018
Q3 | $72K | Sell |
811
-608
| -43% | -$54K | 0.01% | 533 |
|
|
2018
Q2 | $115K | Buy |
1,419
+451
| +47% | +$36.6K | 0.02% | 412 |
|
|
2018
Q1 | $96K | Buy |
+968
| New | +$96K | 0.02% | 469 |
|