NHC
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Nicholas Hoffman & Company’s Philip Morris PM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.09M Buy
16,940
+9
+0.1% +$1.64K 0.08% 53
2025
Q1
$2.69M Sell
16,931
-222
-1% -$35.2K 0.1% 54
2024
Q4
$2.06M Buy
17,153
+206
+1% +$24.8K 0.08% 65
2024
Q3
$2.06M Buy
16,947
+325
+2% +$39.5K 0.09% 67
2024
Q2
$1.68M Buy
16,622
+5,778
+53% +$585K 0.08% 72
2024
Q1
$994K Sell
10,844
-3,911
-27% -$358K 0.05% 122
2023
Q4
$1.39M Buy
14,755
+9
+0.1% +$847 0.08% 85
2023
Q3
$1.37M Buy
14,746
+877
+6% +$81.2K 0.1% 81
2023
Q2
$1.35M Sell
13,869
-644
-4% -$62.9K 0.05% 83
2023
Q1
$1.41M Sell
14,513
-93
-0.6% -$9.04K 0.13% 80
2022
Q4
$1.48M Sell
14,606
-37
-0.3% -$3.75K 0.16% 77
2022
Q3
$1.22M Buy
14,643
+93
+0.6% +$7.72K 0.06% 86
2022
Q2
$1.44M Buy
14,550
+7
+0% +$691 0.07% 69
2022
Q1
$1.37M Sell
14,543
-369
-2% -$34.7K 0.05% 80
2021
Q4
$1.42M Sell
14,912
-271
-2% -$25.8K 0.05% 75
2021
Q3
$1.44M Sell
15,183
-903
-6% -$85.6K 0.25% 69
2021
Q2
$1.59M Buy
16,086
+1,431
+10% +$142K 0.29% 63
2021
Q1
$1.3M Buy
14,655
+17
+0.1% +$1.51K 0.26% 74
2020
Q4
$1.21M Sell
14,638
-910
-6% -$75.3K 0.28% 66
2020
Q3
$1.17M Sell
15,548
-1,254
-7% -$94K 0.31% 62
2020
Q2
$1.18M Sell
16,802
-2,064
-11% -$145K 0.34% 57
2020
Q1
$1.38M Sell
18,866
-516
-3% -$37.6K 0.46% 46
2019
Q4
$1.65M Sell
19,382
-993
-5% -$84.5K 0.46% 52
2019
Q3
$1.55M Buy
20,375
+13
+0.1% +$987 0.47% 51
2019
Q2
$1.6M Sell
20,362
-2,341
-10% -$184K 0.5% 46
2019
Q1
$2.01M Buy
22,703
+49
+0.2% +$4.33K 0.64% 37
2018
Q4
$1.51M Sell
22,654
-67
-0.3% -$4.47K 0.52% 44
2018
Q3
$1.85M Buy
22,721
+613
+3% +$50K 0.62% 33
2018
Q2
$1.79M Sell
22,108
-3,055
-12% -$247K 0.66% 31
2018
Q1
$2.5M Sell
25,163
-289
-1% -$28.7K 0.97% 20
2017
Q4
$2.69M Sell
25,452
-233
-0.9% -$24.6K 1.06% 16
2017
Q3
$2.85M Sell
25,685
-151
-0.6% -$16.8K 1.2% 15
2017
Q2
$3.03M Buy
25,836
+119
+0.5% +$14K 1.38% 15
2017
Q1
$2.9M Sell
25,717
-32
-0.1% -$3.61K 1.36% 17
2016
Q4
$2.35M Buy
25,749
+290
+1% +$26.5K 1.19% 16
2016
Q3
$2.48M Buy
25,459
+194
+0.8% +$18.9K 1.35% 15
2016
Q2
$2.57M Buy
+25,265
New +$2.57M 1.49% 14