OneDigital Investment Advisors’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 | $4.57M | Buy |
25,110
+236
| +0.9% | +$43K | 0.05% | 256 |
|
|
2025
Q1 | $3.95M | Sell |
24,874
-5,821
| -19% | -$924K | 0.05% | 268 |
|
|
2024
Q4 | $3.69M | Sell |
30,695
-378
| -1% | -$45.5K | 0.04% | 293 |
|
|
2024
Q3 | $3.77M | Buy |
31,073
+947
| +3% | +$115K | 0.04% | 297 |
|
|
2024
Q2 | $3.05M | Buy |
30,126
+10,524
| +54% | +$1.07M | 0.04% | 323 |
|
|
2024
Q1 | $1.8M | Buy |
19,602
+269
| +1% | +$24.6K | 0.03% | 364 |
|
|
2023
Q4 | $1.82M | Buy |
19,333
+5,086
| +36% | +$478K | 0.03% | 332 |
|
|
2023
Q3 | $1.32M | Sell |
14,247
-502
| -3% | -$46.5K | 0.03% | 362 |
|
|
2023
Q2 | $1.44M | Sell |
14,749
-50
| -0.3% | -$4.88K | 0.03% | 342 |
|
|
2023
Q1 | $1.44M | Buy |
14,799
+564
| +4% | +$54.8K | 0.03% | 332 |
|
|
2022
Q4 | $1.44M | Buy |
14,235
+1,433
| +11% | +$145K | 0.04% | 296 |
|
|
2022
Q3 | $1.06M | Buy |
12,802
+3,923
| +44% | +$326K | 0.04% | 277 |
|
|
2022
Q2 | $876K | Sell |
8,879
-1,112
| -11% | -$110K | 0.04% | 284 |
|
|
2022
Q1 | $938K | Buy |
9,991
+1,603
| +19% | +$150K | 0.04% | 292 |
|
|
2021
Q4 | $797K | Sell |
8,388
-1,810
| -18% | -$172K | 0.03% | 315 |
|
|
2021
Q3 | $967K | Sell |
10,198
-501
| -5% | -$47.5K | 0.04% | 272 |
|
|
2021
Q2 | $1.06M | Buy |
10,699
+1,502
| +16% | +$149K | 0.04% | 243 |
|
|
2021
Q1 | $816K | Buy |
9,197
+323
| +4% | +$28.7K | 0.04% | 282 |
|
|
2020
Q4 | $733K | Sell |
8,874
-569
| -6% | -$47K | 0.04% | 279 |
|
|
2020
Q3 | $705K | Sell |
9,443
-2,094
| -18% | -$156K | 0.05% | 241 |
|
|
2020
Q2 | $843K | Sell |
11,537
-301
| -3% | -$22K | 0.06% | 227 |
|
|
2020
Q1 | $841K | Buy |
11,838
+561
| +5% | +$39.9K | 0.07% | 211 |
|
|
2019
Q4 | $960K | Sell |
11,277
-3,461
| -23% | -$295K | 0.08% | 196 |
|
|
2019
Q3 | $1.12M | Buy |
14,738
+6,972
| +90% | +$529K | 0.1% | 165 |
|
|
2019
Q2 | $610K | Sell |
7,766
-2,478
| -24% | -$195K | 0.05% | 221 |
|
|
2019
Q1 | $886K | Sell |
10,244
-2,287
| -18% | -$198K | 0.13% | 115 |
|
|
2018
Q4 | $837K | Buy |
12,531
+2,634
| +27% | +$176K | 0.14% | 114 |
|
|
2018
Q3 | $807K | Sell |
9,897
-67
| -0.7% | -$5.46K | 0.19% | 73 |
|
|
2018
Q2 | $153K | Sell |
9,964
-2,266
| -19% | -$34.8K | 0.03% | 261 |
|
|
2018
Q1 | $1.22M | Sell |
12,230
-421
| -3% | -$41.9K | 0.27% | 62 |
|
|
2017
Q4 | $1.34M | Buy |
12,651
+11,140
| +737% | +$1.18M | 0.15% | 59 |
|
|
2017
Q3 | $168K | Sell |
1,511
-4,005
| -73% | -$445K | 0.06% | 159 |
|
|
2017
Q2 | $648K | Buy |
+5,516
| New | +$648K | 0.19% | 87 |
|