Nicolet Advisory Services’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 | $2.28M | Buy |
13,988
+255
| +2% | +$41.6K | 0.19% | 66 |
|
|
2025
Q1 | $2.08M | Buy |
13,733
+203
| +2% | +$30.7K | 0.21% | 60 |
|
|
2024
Q4 | $1.59M | Buy |
13,530
+233
| +2% | +$27.3K | 0.15% | 76 |
|
|
2024
Q3 | $1.57M | Sell |
13,297
-552
| -4% | -$65.3K | 0.15% | 71 |
|
|
2024
Q2 | $1.42M | Buy |
13,849
+1,069
| +8% | +$110K | 0.14% | 75 |
|
|
2024
Q1 | $1.16M | Sell |
12,780
-15
| -0.1% | -$1.37K | 0.12% | 87 |
|
|
2023
Q4 | $1.22M | Sell |
12,795
-1,228
| -9% | -$117K | 0.13% | 81 |
|
|
2023
Q3 | $1.28M | Buy |
14,023
+228
| +2% | +$20.8K | 0.14% | 78 |
|
|
2023
Q2 | $1.35M | Buy |
13,795
+4,108
| +42% | +$401K | 0.15% | 76 |
|
|
2023
Q1 | $959K | Buy |
9,687
+1,245
| +15% | +$123K | 0.11% | 98 |
|
|
2022
Q4 | $862K | Buy |
8,442
+2,032
| +32% | +$207K | 0.11% | 86 |
|
|
2022
Q3 | $538K | Buy |
6,410
+764
| +14% | +$64.1K | 0.09% | 90 |
|
|
2022
Q2 | $536K | Buy |
5,646
+15
| +0.3% | +$1.42K | 0.08% | 95 |
|
|
2022
Q1 | $563K | Buy |
5,631
+28
| +0.5% | +$2.8K | 0.07% | 97 |
|
|
2021
Q4 | $532K | Buy |
5,603
+7
| +0.1% | +$665 | 0.07% | 106 |
|
|
2021
Q3 | $530K | Buy |
5,596
+336
| +6% | +$31.8K | 0.07% | 113 |
|
|
2021
Q2 | $521K | Sell |
5,260
-361
| -6% | -$35.8K | 0.07% | 104 |
|
|
2021
Q1 | $499K | Sell |
5,621
-193
| -3% | -$17.1K | 0.07% | 107 |
|
|
2020
Q4 | $481K | Buy |
5,814
+1
| +0% | +$83 | 0.07% | 108 |
|
|
2020
Q3 | $436K | Sell |
5,813
-2,296
| -28% | -$172K | 0.07% | 102 |
|
|
2020
Q2 | $568K | Sell |
8,109
-401
| -5% | -$28.1K | 0.09% | 104 |
|
|
2020
Q1 | $621K | Buy |
8,510
+1,983
| +30% | +$145K | 0.11% | 94 |
|
|
2019
Q4 | $555K | Sell |
6,527
-453
| -6% | -$38.5K | 0.09% | 91 |
|
|
2019
Q3 | $530K | Sell |
6,980
-308
| -4% | -$23.4K | 0.08% | 90 |
|
|
2019
Q2 | $572K | Buy |
7,288
+1,151
| +19% | +$90.3K | 0.09% | 81 |
|
|
2019
Q1 | $542K | Buy |
+6,137
| New | +$542K | 0.09% | 78 |
|