Pettyjohn Wood & White’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 | $1.72M | Buy |
9,424
+42
| +0.4% | +$7.65K | 0.31% | 70 |
|
2025
Q1 | $1.49M | Sell |
9,382
-10,363
| -52% | -$1.64M | 0.29% | 76 |
|
2024
Q4 | $2.38M | Buy |
19,745
+6,200
| +46% | +$746K | 0.44% | 56 |
|
2024
Q3 | $1.64M | Sell |
13,545
-175
| -1% | -$21.2K | 0.3% | 71 |
|
2024
Q2 | $1.39M | Sell |
13,720
-712
| -5% | -$72.1K | 0.27% | 73 |
|
2024
Q1 | $1.32M | Sell |
14,432
-250
| -2% | -$22.9K | 0.26% | 75 |
|
2023
Q4 | $1.38M | Hold |
14,682
| – | – | 0.3% | 72 |
|
2023
Q3 | $1.36M | Sell |
14,682
-98
| -0.7% | -$9.07K | 0.32% | 67 |
|
2023
Q2 | $1.44M | Hold |
14,780
| – | – | 0.33% | 64 |
|
2023
Q1 | $1.44M | Hold |
14,780
| – | – | 0.35% | 66 |
|
2022
Q4 | $1.5M | Hold |
14,780
| – | – | 0.37% | 62 |
|
2022
Q3 | $1.23M | Hold |
14,780
| – | – | 0.33% | 68 |
|
2022
Q2 | $1.46M | Buy |
14,780
+1,375
| +10% | +$136K | 0.35% | 66 |
|
2022
Q1 | $1.26M | Sell |
13,405
-51
| -0.4% | -$4.79K | 0.27% | 73 |
|
2021
Q4 | $1.28M | Sell |
13,456
-85
| -0.6% | -$8.07K | 0.26% | 72 |
|
2021
Q3 | $1.28M | Sell |
13,541
-122
| -0.9% | -$11.6K | 0.29% | 71 |
|
2021
Q2 | $1.35M | Sell |
13,663
-267
| -2% | -$26.5K | 0.3% | 71 |
|
2021
Q1 | $1.24M | Hold |
13,930
| – | – | 0.29% | 70 |
|
2020
Q4 | $1.15M | Hold |
13,930
| – | – | 0.29% | 70 |
|
2020
Q3 | $1.05M | Sell |
13,930
-670
| -5% | -$50.3K | 0.31% | 68 |
|
2020
Q2 | $1.02M | Hold |
14,600
| – | – | 0.33% | 63 |
|
2020
Q1 | $1.07M | Buy |
14,600
+230
| +2% | +$16.8K | 0.4% | 59 |
|
2019
Q4 | $1.22M | Sell |
14,370
-638
| -4% | -$54.3K | 0.35% | 64 |
|
2019
Q3 | $1.14M | Buy |
15,008
+150
| +1% | +$11.4K | 0.35% | 65 |
|
2019
Q2 | $1.17M | Buy |
14,858
+700
| +5% | +$55K | 0.36% | 65 |
|
2019
Q1 | $1.25M | Buy |
14,158
+1,258
| +10% | +$111K | 0.41% | 60 |
|
2018
Q4 | $861K | Sell |
12,900
-1,457
| -10% | -$97.2K | 0.32% | 67 |
|
2018
Q3 | $1.17M | Hold |
14,357
| – | – | 0.38% | 69 |
|
2018
Q2 | $1.16M | Sell |
14,357
-77
| -0.5% | -$6.22K | 0.4% | 68 |
|
2018
Q1 | $1.44M | Buy |
14,434
+1,039
| +8% | +$103K | 0.52% | 60 |
|
2017
Q4 | $1.42M | Sell |
13,395
-1,185
| -8% | -$125K | 0.51% | 60 |
|
2017
Q3 | $1.62M | Sell |
14,580
-353
| -2% | -$39.2K | 0.6% | 55 |
|
2017
Q2 | $1.75M | Hold |
14,933
| – | – | 0.65% | 52 |
|
2017
Q1 | $1.69M | Hold |
14,933
| – | – | 0.63% | 54 |
|
2016
Q4 | $1.37M | Sell |
14,933
-250
| -2% | -$22.9K | 0.53% | 58 |
|
2016
Q3 | $1.48M | Hold |
15,183
| – | – | 0.7% | 48 |
|
2016
Q2 | $1.54M | Sell |
15,183
-215
| -1% | -$21.9K | 0.61% | 53 |
|
2016
Q1 | $1.51M | Buy |
15,398
+1,536
| +11% | +$151K | 0.62% | 55 |
|
2015
Q4 | $1.22M | Buy |
13,862
+2,876
| +26% | +$253K | 0.52% | 58 |
|
2015
Q3 | $872K | Sell |
10,986
-390
| -3% | -$31K | 0.4% | 69 |
|
2015
Q2 | $912K | Buy |
11,376
+50
| +0.4% | +$4.01K | 0.38% | 72 |
|
2015
Q1 | $853K | Sell |
11,326
-550
| -5% | -$41.4K | 0.35% | 74 |
|
2014
Q4 | $967K | Buy |
11,876
+217
| +2% | +$17.7K | 0.4% | 72 |
|
2014
Q3 | $972K | Sell |
11,659
-75
| -0.6% | -$6.25K | 0.42% | 68 |
|
2014
Q2 | $989K | Buy |
11,734
+125
| +1% | +$10.5K | 0.43% | 71 |
|
2014
Q1 | $950K | Buy |
11,609
+2,856
| +33% | +$234K | 0.43% | 72 |
|
2013
Q4 | $763K | Sell |
8,753
-75
| -0.8% | -$6.54K | 0.45% | 70 |
|
2013
Q3 | $764K | Hold |
8,828
| – | – | 0.47% | 70 |
|
2013
Q2 | $765K | Buy |
+8,828
| New | +$765K | 0.48% | 64 |
|