Parallel Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Buy |
20,402
+1,919
| +10% | +$350K | 0.07% | 185 |
|
|
2025
Q1 | $2.93M | Sell |
18,483
-459
| -2% | -$72.9K | 0.07% | 198 |
|
|
2024
Q4 | $2.28M | Buy |
18,942
+4,046
| +27% | +$487K | 0.05% | 237 |
|
|
2024
Q3 | $1.81M | Buy |
14,896
+1,166
| +8% | +$142K | 0.04% | 265 |
|
|
2024
Q2 | $1.39M | Buy |
13,730
+400
| +3% | +$40.5K | 0.04% | 289 |
|
|
2024
Q1 | $1.22M | Sell |
13,330
-95
| -0.7% | -$8.7K | 0.03% | 318 |
|
|
2023
Q4 | $1.26M | Sell |
13,425
-680
| -5% | -$64K | 0.04% | 294 |
|
|
2023
Q3 | $1.31M | Sell |
14,105
-2,180
| -13% | -$202K | 0.04% | 264 |
|
|
2023
Q2 | $1.59M | Buy |
16,285
+216
| +1% | +$21.1K | 0.05% | 235 |
|
|
2023
Q1 | $1.56M | Buy |
16,069
+885
| +6% | +$86.1K | 0.05% | 237 |
|
|
2022
Q4 | $1.54M | Buy |
15,184
+185
| +1% | +$18.7K | 0.07% | 193 |
|
|
2022
Q3 | $1.25M | Buy |
14,999
+48
| +0.3% | +$3.98K | 0.06% | 206 |
|
|
2022
Q2 | $1.48M | Buy |
14,951
+1,184
| +9% | +$117K | 0.07% | 180 |
|
|
2022
Q1 | $1.29M | Buy |
13,767
+302
| +2% | +$28.4K | 0.05% | 228 |
|
|
2021
Q4 | $1.28M | Sell |
13,465
-1,593
| -11% | -$151K | 0.05% | 229 |
|
|
2021
Q3 | $1.43M | Buy |
15,058
+1,130
| +8% | +$107K | 0.06% | 206 |
|
|
2021
Q2 | $1.38M | Buy |
13,928
+3,012
| +28% | +$298K | 0.06% | 209 |
|
|
2021
Q1 | $969K | Buy |
10,916
+135
| +1% | +$12K | 0.05% | 239 |
|
|
2020
Q4 | $893K | Sell |
10,781
-884
| -8% | -$73.2K | 0.05% | 227 |
|
|
2020
Q3 | $875K | Buy |
11,665
+458
| +4% | +$34.4K | 0.05% | 201 |
|
|
2020
Q2 | $785K | Sell |
11,207
-346
| -3% | -$24.2K | 0.05% | 215 |
|
|
2020
Q1 | $842K | Sell |
11,553
-5,588
| -33% | -$407K | 0.07% | 166 |
|
|
2019
Q4 | $1.46M | Buy |
17,141
+7,559
| +79% | +$643K | 0.11% | 142 |
|
|
2019
Q3 | $728K | Buy |
9,582
+535
| +6% | +$40.6K | 0.06% | 210 |
|
|
2019
Q2 | $711K | Sell |
9,047
-940
| -9% | -$73.9K | 0.07% | 187 |
|
|
2019
Q1 | $883K | Buy |
9,987
+201
| +2% | +$17.8K | 0.1% | 154 |
|
|
2018
Q4 | $653K | Sell |
9,786
-1,366
| -12% | -$91.2K | 0.09% | 166 |
|
|
2018
Q3 | $909K | Buy |
11,152
+2,624
| +31% | +$214K | 0.11% | 143 |
|
|
2018
Q2 | $688K | Sell |
8,528
-265
| -3% | -$21.4K | 0.1% | 149 |
|
|
2018
Q1 | $874K | Buy |
8,793
+497
| +6% | +$49.4K | 0.14% | 118 |
|
|
2017
Q4 | $876K | Buy |
8,296
+183
| +2% | +$19.3K | 0.14% | 116 |
|
|
2017
Q3 | $840K | Sell |
8,113
-683
| -8% | -$70.7K | 0.14% | 116 |
|
|
2017
Q2 | $1.03M | Buy |
8,796
+530
| +6% | +$61.9K | 0.19% | 99 |
|
|
2017
Q1 | $914K | Buy |
8,266
+1,058
| +15% | +$117K | 0.18% | 101 |
|
|
2016
Q4 | $659K | Buy |
+7,208
| New | +$659K | 0.15% | 111 |
|