Northeast Financial Consultants’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 | $6.7M | Hold |
36,778
| – | – | 0.27% | 54 |
|
|
2025
Q1 | $5.84M | Hold |
36,778
| – | – | 0.26% | 56 |
|
|
2024
Q4 | $4.43M | Hold |
36,778
| – | – | 0.19% | 68 |
|
|
2024
Q3 | $4.46M | Buy |
36,778
+1,036
| +3% | +$126K | 0.2% | 68 |
|
|
2024
Q2 | $3.62M | Sell |
35,742
-100
| -0.3% | -$10.1K | 0.17% | 75 |
|
|
2024
Q1 | $3.28M | Buy |
35,842
+24
| +0.1% | +$2.2K | 0.16% | 85 |
|
|
2023
Q4 | $3.37M | Hold |
35,818
| – | – | 0.19% | 81 |
|
|
2023
Q3 | $3.32M | Hold |
35,818
| – | – | 0.21% | 73 |
|
|
2023
Q2 | $3.5M | Sell |
35,818
-161
| -0.4% | -$15.7K | 0.21% | 70 |
|
|
2023
Q1 | $3.5M | Hold |
35,979
| – | – | 0.22% | 67 |
|
|
2022
Q4 | $3.64M | Sell |
35,979
-43
| -0.1% | -$4.35K | 0.25% | 64 |
|
|
2022
Q3 | $2.99M | Hold |
36,022
| – | – | 0.22% | 70 |
|
|
2022
Q2 | $3.56M | Sell |
36,022
-1,268
| -3% | -$125K | 0.25% | 66 |
|
|
2022
Q1 | $3.5M | Buy |
37,290
+1,268
| +4% | +$119K | 0.2% | 72 |
|
|
2021
Q4 | $3.42M | Buy |
36,022
+4
| +0% | +$380 | 0.21% | 65 |
|
|
2021
Q3 | $3.41M | Hold |
36,018
| – | – | 0.23% | 66 |
|
|
2021
Q2 | $3.57M | Sell |
36,018
-2,500
| -6% | -$248K | 0.24% | 63 |
|
|
2021
Q1 | $3.42M | Hold |
38,518
| – | – | 0.26% | 60 |
|
|
2020
Q4 | $3.19M | Hold |
38,518
| – | – | 0.26% | 61 |
|
|
2020
Q3 | $2.89M | Sell |
38,518
-150
| -0.4% | -$11.2K | 0.26% | 58 |
|
|
2020
Q2 | $2.71M | Sell |
38,668
-6,029
| -13% | -$422K | 0.26% | 54 |
|
|
2020
Q1 | $3.26M | Hold |
44,697
| – | – | 0.37% | 49 |
|
|
2019
Q4 | $3.8M | Sell |
44,697
-560
| -1% | -$47.6K | 0.34% | 58 |
|
|
2019
Q3 | $3.44M | Sell |
45,257
-417
| -0.9% | -$31.7K | 0.35% | 60 |
|
|
2019
Q2 | $3.59M | Sell |
45,674
-25
| -0.1% | -$1.96K | 0.37% | 51 |
|
|
2019
Q1 | $4.04M | Buy |
45,699
+277
| +0.6% | +$24.5K | 0.45% | 42 |
|
|
2018
Q4 | $3.03M | Buy |
45,422
+10,201
| +29% | +$681K | 0.42% | 42 |
|
|
2018
Q3 | $2.87M | Buy |
+35,221
| New | +$2.87M | 0.79% | 23 |
|