Northstar Advisory Group’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 | $684K | Sell |
3,757
-24
| -0.6% | -$4.37K | 0.33% | 59 |
|
2025
Q1 | $600K | Sell |
3,781
-8
| -0.2% | -$1.27K | 0.39% | 55 |
|
2024
Q4 | $456K | Sell |
3,789
-4
| -0.1% | -$481 | 0.23% | 71 |
|
2024
Q3 | $460K | Sell |
3,793
-599
| -14% | -$72.7K | 0.24% | 69 |
|
2024
Q2 | $451K | Sell |
4,392
-17
| -0.4% | -$1.75K | 0.26% | 65 |
|
2024
Q1 | $439K | Buy |
4,409
+469
| +12% | +$46.6K | 0.27% | 62 |
|
2023
Q4 | $371K | Buy |
3,940
+8
| +0.2% | +$753 | 0.22% | 64 |
|
2023
Q3 | $364K | Buy |
3,932
+6
| +0.2% | +$556 | 0.27% | 66 |
|
2023
Q2 | $383K | Buy |
3,926
+7
| +0.2% | +$683 | 0.25% | 61 |
|
2023
Q1 | $381K | Buy |
3,919
+7
| +0.2% | +$681 | 0.29% | 57 |
|
2022
Q4 | $396K | Buy |
3,912
+8
| +0.2% | +$810 | 0.31% | 63 |
|
2022
Q3 | $324K | Buy |
3,904
+7
| +0.2% | +$581 | 0.29% | 62 |
|
2022
Q2 | $385K | Buy |
3,897
+6
| +0.2% | +$593 | 0.29% | 51 |
|
2022
Q1 | $366K | Buy |
3,891
+6
| +0.2% | +$564 | 0.24% | 80 |
|
2021
Q4 | $369K | Buy |
+3,885
| New | +$369K | 0.22% | 76 |
|
2021
Q3 | – | Sell |
-4,025
| Closed | -$399K | – | 103 |
|
2021
Q2 | $399K | Buy |
4,025
+7
| +0.2% | +$694 | 0.25% | 70 |
|
2021
Q1 | $357K | Buy |
4,018
+7
| +0.2% | +$622 | 0.27% | 67 |
|
2020
Q4 | $332K | Buy |
+4,011
| New | +$332K | 0.28% | 71 |
|