Optimum Investment Advisors’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$2.06K | – | 635 |
|
|
2025
Q1 | $2.06K | Buy |
+13
| New | +$1.84K | ﹤0.01% | 592 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$46.3K | – | 705 |
|
|
2023
Q3 | $46.3K | Hold |
500
| – | – | 0.02% | 370 |
|
|
2023
Q2 | $48.8K | Hold |
500
| – | – | 0.02% | 373 |
|
|
2023
Q1 | $48.6K | Hold |
500
| – | – | 0.03% | 370 |
|
|
2022
Q4 | $50.6K | Hold |
500
| – | – | 0.03% | 374 |
|
|
2022
Q3 | $42K | Hold |
500
| – | – | 0.02% | 405 |
|
|
2022
Q2 | $49K | Sell |
500
-58
| -10% | -$5.91K | 0.02% | 400 |
|
|
2022
Q1 | $52K | Buy |
558
+58
| +12% | +$5.8K | 0.02% | 425 |
|
|
2021
Q4 | $48K | Hold |
500
| – | – | 0.02% | 469 |
|
|
2021
Q3 | $47K | Hold |
500
| – | – | 0.02% | 464 |
|
|
2021
Q2 | $50K | Sell |
500
-200
| -29% | -$19.2K | 0.02% | 512 |
|
|
2021
Q1 | $62K | Hold |
700
| – | – | 0.02% | 455 |
|
|
2020
Q4 | $58K | Hold |
700
| – | – | 0.02% | 454 |
|
|
2020
Q3 | $52K | Sell |
700
-150
| -18% | -$11.6K | 0.02% | 439 |
|
|
2020
Q2 | $60K | Hold |
850
| – | – | 0.02% | 411 |
|
|
2020
Q1 | $62K | Hold |
850
| – | – | 0.03% | 385 |
|
|
2019
Q4 | $72K | Sell |
850
-105
| -11% | -$8.65K | 0.02% | 453 |
|
|
2019
Q3 | $73K | Hold |
955
| – | – | 0.02% | 438 |
|
|
2019
Q2 | $75K | Hold |
955
| – | – | 0.02% | 431 |
|
|
2019
Q1 | $84K | Hold |
955
| – | – | 0.03% | 410 |
|
|
2018
Q4 | $64K | Hold |
955
| – | – | 0.02% | 425 |
|
|
2018
Q3 | $78K | Hold |
955
| – | – | 0.02% | 441 |
|
|
2018
Q2 | $77K | Sell |
955
-50
| -5% | -$4.24K | 0.02% | 445 |
|
|
2018
Q1 | $100K | Buy |
+1,005
| New | +$105K | 0.03% | 406 |
|
|
2016
Q4 | – | Sell |
-2,069
| Closed | -$201K | – | 293 |
|
|
2016
Q3 | $201K | Buy |
+2,069
| New | +$207K | 0.08% | 273 |
|
|
2015
Q1 | $92K | Sell |
1,219
-325
| -21% | -$26.4K | 0.03% | 395 |
|
|
2014
Q4 | $126K | Sell |
1,544
-900
| -37% | -$77.3K | 0.04% | 331 |
|
|
2014
Q3 | $209K | Hold |
2,444
| – | – | 0.07% | 247 |
|
|
2014
Q2 | $206K | Buy |
2,444
+1,019
| +72% | +$87.7K | 0.07% | 254 |
|
|
2014
Q1 | $117K | Hold |
1,425
| – | – | 0.04% | 282 |
|
|
2013
Q4 | $124K | Sell |
1,425
-200
| -12% | -$17.5K | 0.05% | 272 |
|
|
2013
Q3 | $141K | Buy |
+1,625
| New | +$142K | 0.06% | 243 |
|
Other funds holding PM
Optimum Investment Advisors's PM Position: Q2 2025 in Review
Optimum Investment Advisors sold out of Philip Morris (PM) in Q2 2025, closing a stake of 13 shares — an estimated $2.06K sold.
Optimum Investment Advisors first reported a position in PM in Q3 2013 and held it in 32 quarters. The position peaked at $209K in Q3 2014. 2,842 funds tracked by Wall St. Rank hold PM as of Q2 2025.
- Optimum Investment Advisors reported no remaining Philip Morris position as of Q2 2025 after selling out during the quarter.
- Optimum Investment Advisors sold 13 Philip Morris shares in Q2 2025, an estimated $2.06K.
- Optimum Investment Advisors first reported a position in Philip Morris in Q3 2013 and held it in 32 quarters.
- Optimum Investment Advisors's Philip Morris position peaked at $209K in Q3 2014.
- 2,842 funds tracked by Wall St. Rank held Philip Morris as of Q2 2025.
Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.