NewSquare Capital’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 | $168K | Buy |
921
+321
| +54% | +$58.5K | 0.01% | 182 |
|
|
2025
Q1 | $95.2K | Buy |
600
+394
| +191% | +$62.5K | 0.01% | 192 |
|
|
2024
Q4 | $24.8K | Buy |
206
+72
| +54% | +$8.67K | ﹤0.01% | 219 |
|
|
2024
Q3 | $16.3K | Sell |
134
-29
| -18% | -$3.52K | ﹤0.01% | 196 |
|
|
2024
Q2 | $16.5K | Hold |
163
| – | – | ﹤0.01% | 206 |
|
|
2024
Q1 | $14.9K | Hold |
163
| – | – | ﹤0.01% | 229 |
|
|
2023
Q4 | $15.3K | Hold |
163
| – | – | ﹤0.01% | 245 |
|
|
2023
Q3 | $15.1K | Hold |
163
| – | – | ﹤0.01% | 274 |
|
|
2023
Q2 | $15.9K | Sell |
163
-207
| -56% | -$20.2K | ﹤0.01% | 282 |
|
|
2023
Q1 | $36K | Buy |
370
+207
| +127% | +$20.1K | ﹤0.01% | 208 |
|
|
2022
Q4 | $16.5K | Sell |
163
-79
| -33% | -$8K | ﹤0.01% | 240 |
|
|
2022
Q3 | $20K | Hold |
242
| – | – | ﹤0.01% | 221 |
|
|
2022
Q2 | $24K | Hold |
242
| – | – | ﹤0.01% | 217 |
|
|
2022
Q1 | $23K | Hold |
242
| – | – | ﹤0.01% | 233 |
|
|
2021
Q4 | $23K | Hold |
242
| – | – | ﹤0.01% | 231 |
|
|
2021
Q3 | $23K | Buy |
242
+108
| +81% | +$10.3K | ﹤0.01% | 229 |
|
|
2021
Q2 | $13K | Hold |
134
| – | – | ﹤0.01% | 245 |
|
|
2021
Q1 | $12K | Hold |
134
| – | – | ﹤0.01% | 222 |
|
|
2020
Q4 | $11K | Hold |
134
| – | – | ﹤0.01% | 225 |
|
|
2020
Q3 | $10K | Sell |
134
-2
| -1% | -$149 | ﹤0.01% | 230 |
|
|
2020
Q2 | $10K | Sell |
136
-273
| -67% | -$20.1K | ﹤0.01% | 228 |
|
|
2020
Q1 | $30K | Hold |
409
| – | – | 0.01% | 195 |
|
|
2019
Q4 | $35K | Buy |
409
+275
| +205% | +$23.5K | 0.01% | 189 |
|
|
2019
Q3 | $10K | Hold |
134
| – | – | ﹤0.01% | 194 |
|
|
2019
Q2 | $11K | Hold |
134
| – | – | ﹤0.01% | 246 |
|
|
2019
Q1 | $12K | Sell |
134
-42
| -24% | -$3.76K | ﹤0.01% | 232 |
|
|
2018
Q4 | $12K | Hold |
176
| – | – | ﹤0.01% | 217 |
|
|
2018
Q3 | $14K | Hold |
176
| – | – | ﹤0.01% | 224 |
|
|
2018
Q2 | $15K | Sell |
176
-300
| -63% | -$25.6K | ﹤0.01% | 224 |
|
|
2018
Q1 | $47K | Sell |
476
-341
| -42% | -$33.7K | 0.01% | 157 |
|
|
2017
Q4 | $86K | Sell |
817
-100,936
| -99% | -$10.6M | 0.02% | 123 |
|
|
2017
Q3 | $116K | Buy |
101,753
+100,228
| +6,572% | +$114K | 0.03% | 107 |
|
|
2017
Q2 | $179K | Hold |
1,525
| – | – | 0.04% | 99 |
|
|
2017
Q1 | $172K | Hold |
1,525
| – | – | 0.04% | 106 |
|
|
2016
Q4 | $140K | Hold |
1,525
| – | – | 0.03% | 124 |
|
|
2016
Q3 | $148K | Hold |
1,525
| – | – | 0.03% | 125 |
|
|
2016
Q2 | $155K | Hold |
1,525
| – | – | 0.04% | 124 |
|
|
2016
Q1 | $150K | Hold |
1,525
| – | – | 0.04% | 129 |
|
|
2015
Q4 | $134K | Hold |
1,525
| – | – | 0.04% | 120 |
|
|
2015
Q3 | $121K | Hold |
1,525
| – | – | 0.04% | 115 |
|
|
2015
Q2 | $122K | Hold |
1,525
| – | – | 0.04% | 120 |
|
|
2015
Q1 | $115K | Hold |
1,525
| – | – | 0.04% | 120 |
|
|
2014
Q4 | $124K | Hold |
1,525
| – | – | 0.04% | 125 |
|
|
2014
Q3 | $127K | Hold |
1,525
| – | – | 0.05% | 127 |
|
|
2014
Q2 | $129K | Buy |
1,525
+900
| +144% | +$76.1K | 0.05% | 125 |
|
|
2014
Q1 | $51K | Sell |
625
-58
| -8% | -$4.73K | 0.02% | 139 |
|
|
2013
Q4 | $60K | Buy |
683
+58
| +9% | +$5.1K | 0.03% | 115 |
|
|
2013
Q3 | $54K | Hold |
625
| – | – | 0.03% | 113 |
|
|
2013
Q2 | $54K | Buy |
+625
| New | +$54K | 0.03% | 112 |
|