Navellier & Associates’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 | $745K | Sell |
4,090
-52
| -1% | -$9.47K | 0.09% | 167 |
|
|
2025
Q1 | $717K | Sell |
4,142
-1,193
| -22% | -$207K | 0.1% | 168 |
|
|
2024
Q4 | $642K | Buy |
5,335
+2,075
| +64% | +$250K | 0.08% | 215 |
|
|
2024
Q3 | $396K | Hold |
3,260
| – | – | 0.05% | 253 |
|
|
2024
Q2 | $330K | Hold |
3,260
| – | – | 0.04% | 284 |
|
|
2024
Q1 | $299K | Hold |
3,260
| – | – | 0.04% | 287 |
|
|
2023
Q4 | $307K | Hold |
3,260
| – | – | 0.05% | 269 |
|
|
2023
Q3 | $302K | Buy |
+3,260
| New | +$302K | 0.05% | 266 |
|
|
2020
Q4 | – | Sell |
-3,830
| Closed | -$287K | – | 294 |
|
|
2020
Q3 | $287K | Sell |
3,830
-1,152
| -23% | -$86.3K | 0.06% | 189 |
|
|
2020
Q2 | $349K | Sell |
4,982
-1,739
| -26% | -$122K | 0.08% | 165 |
|
|
2020
Q1 | $490K | Sell |
6,721
-63
| -0.9% | -$4.59K | 0.12% | 136 |
|
|
2019
Q4 | $577K | Sell |
6,784
-251
| -4% | -$21.3K | 0.09% | 175 |
|
|
2019
Q3 | $534K | Buy |
7,035
+1,343
| +24% | +$102K | 0.09% | 170 |
|
|
2019
Q2 | $447K | Buy |
5,692
+1,020
| +22% | +$80.1K | 0.07% | 187 |
|
|
2019
Q1 | $413K | Sell |
4,672
-248
| -5% | -$21.9K | 0.06% | 172 |
|
|
2018
Q4 | $328K | Buy |
4,920
+118
| +2% | +$7.87K | 0.06% | 178 |
|
|
2018
Q3 | $392K | Buy |
4,802
+144
| +3% | +$11.8K | 0.05% | 212 |
|
|
2018
Q2 | $376K | Buy |
4,658
+109
| +2% | +$8.8K | 0.05% | 224 |
|
|
2018
Q1 | $452K | Sell |
4,549
-284
| -6% | -$28.2K | 0.07% | 189 |
|
|
2017
Q4 | $511K | Buy |
4,833
+787
| +19% | +$83.2K | 0.1% | 180 |
|
|
2017
Q3 | $449K | Sell |
4,046
-210
| -5% | -$23.3K | 0.09% | 154 |
|
|
2017
Q2 | $500K | Buy |
4,256
+162
| +4% | +$19K | 0.07% | 182 |
|
|
2017
Q1 | $462K | Buy |
4,094
+212
| +5% | +$23.9K | 0.07% | 198 |
|
|
2016
Q4 | $355K | Sell |
3,882
-248
| -6% | -$22.7K | 0.06% | 206 |
|
|
2016
Q3 | $401K | Buy |
4,130
+1,543
| +60% | +$150K | 0.06% | 173 |
|
|
2016
Q2 | $263K | Buy |
+2,587
| New | +$263K | 0.04% | 195 |
|
|
2014
Q2 | – | Sell |
-2,740
| Closed | -$224K | – | 349 |
|
|
2014
Q1 | $224K | Buy |
+2,740
| New | +$224K | 0.01% | 300 |
|