Oxford Financial 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 | $619K | Buy |
3,399
+201
| +6% | +$36.6K | 0.04% | 117 |
|
|
2025
Q1 | $508K | Buy |
3,198
+67
| +2% | +$10.6K | 0.04% | 128 |
|
|
2024
Q4 | $377K | Sell |
3,131
-25
| -0.8% | -$3.01K | 0.02% | 180 |
|
|
2024
Q3 | $383K | Sell |
3,156
-956
| -23% | -$116K | 0.02% | 173 |
|
|
2024
Q2 | $417K | Buy |
4,112
+890
| +28% | +$90.2K | 0.03% | 174 |
|
|
2024
Q1 | $295K | Sell |
3,222
-456
| -12% | -$41.8K | 0.02% | 184 |
|
|
2023
Q4 | $346K | Buy |
3,678
+588
| +19% | +$55.3K | 0.03% | 166 |
|
|
2023
Q3 | $286K | Sell |
3,090
-499
| -14% | -$46.2K | 0.02% | 175 |
|
|
2023
Q2 | $350K | Sell |
3,589
-162
| -4% | -$15.8K | 0.03% | 161 |
|
|
2023
Q1 | $365K | Sell |
3,751
-305
| -8% | -$29.7K | 0.04% | 129 |
|
|
2022
Q4 | $410K | Buy |
4,056
+482
| +13% | +$48.8K | 0.05% | 128 |
|
|
2022
Q3 | $297K | Sell |
3,574
-178
| -5% | -$14.8K | 0.04% | 139 |
|
|
2022
Q2 | $370K | Sell |
3,752
-104
| -3% | -$10.3K | 0.05% | 130 |
|
|
2022
Q1 | $362K | Hold |
3,856
| – | – | 0.05% | 142 |
|
|
2021
Q4 | $366K | Buy |
3,856
+534
| +16% | +$50.7K | 0.04% | 148 |
|
|
2021
Q3 | $315K | Buy |
3,322
+5
| +0.2% | +$474 | 0.04% | 146 |
|
|
2021
Q2 | $329K | Hold |
3,317
| – | – | 0.04% | 140 |
|
|
2021
Q1 | $294K | Sell |
3,317
-182
| -5% | -$16.1K | 0.04% | 146 |
|
|
2020
Q4 | $290K | Buy |
3,499
+27
| +0.8% | +$2.24K | 0.04% | 148 |
|
|
2020
Q3 | $260K | Hold |
3,472
| – | – | 0.04% | 137 |
|
|
2020
Q2 | $243K | Hold |
3,472
| – | – | 0.04% | 144 |
|
|
2020
Q1 | $253K | Buy |
+3,472
| New | +$253K | 0.05% | 135 |
|