NewEdge 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 | $66M | Buy |
362,312
+201,264
| +125% | +$36.7M | 0.34% | 58 |
|
|
2025
Q1 | $25.6M | Buy |
161,048
+6,220
| +4% | +$987K | 0.15% | 138 |
|
|
2024
Q4 | $18.6M | Buy |
154,828
+20,332
| +15% | +$2.45M | 0.11% | 184 |
|
|
2024
Q3 | $16.3M | Buy |
134,496
+17,921
| +15% | +$2.18M | 0.11% | 201 |
|
|
2024
Q2 | $11.8M | Buy |
116,575
+7,071
| +6% | +$717K | 0.09% | 235 |
|
|
2024
Q1 | $10M | Sell |
109,504
-6,340
| -5% | -$581K | 0.09% | 224 |
|
|
2023
Q4 | $10.8M | Buy |
115,844
+7,871
| +7% | +$736K | 0.1% | 195 |
|
|
2023
Q3 | $10M | Sell |
107,973
-4,050
| -4% | -$375K | 0.11% | 186 |
|
|
2023
Q2 | $10.9M | Buy |
112,023
+8,421
| +8% | +$822K | 0.12% | 172 |
|
|
2023
Q1 | $10M | Sell |
103,602
-3,499
| -3% | -$338K | 0.13% | 176 |
|
|
2022
Q4 | $3.78M | Buy |
107,101
+26,638
| +33% | +$941K | 0.1% | 218 |
|
|
2022
Q3 | $6.68M | Buy |
80,463
+1,929
| +2% | +$160K | 0.11% | 196 |
|
|
2022
Q2 | $7.75M | Buy |
78,534
+7,537
| +11% | +$744K | 0.13% | 168 |
|
|
2022
Q1 | $6.67M | Buy |
70,997
+7,817
| +12% | +$734K | 0.11% | 188 |
|
|
2021
Q4 | $6M | Buy |
63,180
+34,977
| +124% | +$3.32M | 0.09% | 216 |
|
|
2021
Q3 | $2.67M | Buy |
28,203
+6,344
| +29% | +$601K | 0.07% | 264 |
|
|
2021
Q2 | $2.17M | Buy |
21,859
+529
| +2% | +$52.4K | 0.06% | 288 |
|
|
2021
Q1 | $1.89M | Buy |
21,330
+4,934
| +30% | +$438K | 0.06% | 296 |
|
|
2020
Q4 | $1.36M | Buy |
16,396
+2,598
| +19% | +$215K | 0.04% | 340 |
|
|
2020
Q3 | $1.04M | Sell |
13,798
-3,324
| -19% | -$249K | 0.04% | 375 |
|
|
2020
Q2 | $1.2M | Buy |
17,122
+1,117
| +7% | +$78.3K | 0.05% | 317 |
|
|
2020
Q1 | $1.17M | Buy |
16,005
+2,159
| +16% | +$158K | 0.06% | 279 |
|
|
2019
Q4 | $1.18M | Sell |
13,846
-33
| -0.2% | -$2.81K | 0.05% | 331 |
|
|
2019
Q3 | $1.07M | Buy |
13,879
+4,412
| +47% | +$341K | 0.05% | 330 |
|
|
2019
Q2 | $743K | Buy |
9,467
+83
| +0.9% | +$6.51K | 0.05% | 316 |
|
|
2019
Q1 | $829K | Buy |
9,384
+550
| +6% | +$48.6K | 0.05% | 303 |
|
|
2018
Q4 | $590 | Sell |
8,834
-3,616
| -29% | -$242 | 0.04% | 337 |
|
|
2018
Q3 | $1.02M | Buy |
12,450
+745
| +6% | +$60.7K | 0.08% | 232 |
|
|
2018
Q2 | $939 | Buy |
11,705
+3,739
| +47% | +$300 | 0.09% | 218 |
|
|
2018
Q1 | $777K | Sell |
7,966
-4,007
| -33% | -$391K | 0.09% | 212 |
|
|
2017
Q4 | $1.25M | Sell |
11,973
-863
| -7% | -$89.9K | 0.17% | 142 |
|
|
2017
Q3 | $1.46M | Buy |
12,836
+2,037
| +19% | +$231K | 0.23% | 110 |
|
|
2017
Q2 | $1.28M | Sell |
10,799
-6,611
| -38% | -$781K | 0.22% | 103 |
|
|
2017
Q1 | $1.97M | Buy |
17,410
+3,752
| +27% | +$424K | 0.45% | 59 |
|
|
2016
Q4 | $1.24M | Sell |
13,658
-994
| -7% | -$90K | 0.34% | 69 |
|
|
2016
Q3 | $1.43M | Sell |
14,652
-1,325
| -8% | -$129K | 0.45% | 56 |
|
|
2016
Q2 | $1.62M | Buy |
+15,977
| New | +$1.62M | 0.67% | 43 |
|
|
2015
Q2 | – | Sell |
-10,582
| Closed | -$797K | – | 75 |
|
|
2015
Q1 | $797K | Buy |
10,582
+552
| +6% | +$41.6K | 0.57% | 50 |
|
|
2014
Q4 | $817K | Buy |
+10,030
| New | +$817K | 0.63% | 39 |
|