Pacific Center for Financial Services’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 | $154K | Hold |
845
| – | – | 0.04% | 111 |
|
|
2025
Q1 | $134K | Hold |
845
| – | – | 0.04% | 115 |
|
|
2024
Q4 | $102K | Hold |
845
| – | – | 0.03% | 134 |
|
|
2024
Q3 | $103K | Hold |
845
| – | – | 0.03% | 133 |
|
|
2024
Q2 | $85.6K | Hold |
845
| – | – | 0.02% | 141 |
|
|
2024
Q1 | $77.4K | Hold |
845
| – | – | 0.02% | 154 |
|
|
2023
Q4 | $79.5K | Hold |
845
| – | – | 0.03% | 140 |
|
|
2023
Q3 | $78.2K | Hold |
845
| – | – | 0.03% | 139 |
|
|
2023
Q2 | $82.5K | Hold |
845
| – | – | 0.03% | 132 |
|
|
2023
Q1 | $82.2K | Buy |
+845
| New | +$82.2K | 0.03% | 133 |
|
|
2022
Q3 | $78K | Hold |
943
| – | – | 0.03% | 128 |
|
|
2022
Q2 | $93K | Sell |
943
-233
| -20% | -$23K | 0.04% | 116 |
|
|
2022
Q1 | $110K | Sell |
1,176
-375
| -24% | -$35.1K | 0.04% | 110 |
|
|
2021
Q4 | $147K | Hold |
1,551
| – | – | 0.06% | 98 |
|
|
2021
Q3 | $147K | Hold |
1,551
| – | – | 0.06% | 83 |
|
|
2021
Q2 | $154K | Hold |
1,551
| – | – | 0.07% | 78 |
|
|
2021
Q1 | $138K | Sell |
1,551
-255
| -14% | -$22.7K | 0.07% | 85 |
|
|
2020
Q4 | $149K | Buy |
1,806
+255
| +16% | +$21K | 0.06% | 73 |
|
|
2020
Q3 | $116K | Sell |
1,551
-383
| -20% | -$28.6K | 0.05% | 74 |
|
|
2020
Q2 | $135K | Hold |
1,934
| – | – | 0.07% | 67 |
|
|
2020
Q1 | $141K | Hold |
1,934
| – | – | 0.09% | 62 |
|
|
2019
Q4 | $165K | Sell |
1,934
-71
| -4% | -$6.06K | 0.07% | 63 |
|
|
2019
Q3 | $152K | Hold |
2,005
| – | – | 0.07% | 66 |
|
|
2019
Q2 | $157K | Hold |
2,005
| – | – | 0.08% | 65 |
|
|
2019
Q1 | $177K | Sell |
2,005
-408
| -17% | -$36K | 0.1% | 56 |
|
|
2018
Q4 | $161K | Sell |
2,413
-12
| -0.5% | -$801 | 0.09% | 55 |
|
|
2018
Q3 | $198K | Buy |
2,425
+420
| +21% | +$34.3K | 0.1% | 55 |
|
|
2018
Q2 | $162K | Hold |
2,005
| – | – | 0.1% | 62 |
|
|
2018
Q1 | $199K | Hold |
2,005
| – | – | 0.12% | 50 |
|
|
2017
Q4 | $212K | Sell |
2,005
-612
| -23% | -$64.7K | 0.13% | 47 |
|
|
2017
Q3 | $291K | Hold |
2,617
| – | – | 0.19% | 35 |
|
|
2017
Q2 | $307K | Sell |
2,617
-114
| -4% | -$13.4K | 0.21% | 33 |
|
|
2017
Q1 | $308K | Hold |
2,731
| – | – | 0.22% | 34 |
|
|
2016
Q4 | $250K | Buy |
+2,731
| New | +$250K | 0.19% | 42 |
|