Physicians 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 | $1.46M | Sell |
8,030
-15
| -0.2% | -$2.73K | 0.44% | 46 |
|
|
2025
Q1 | $1.28M | Sell |
8,045
-99
| -1% | -$15.7K | 0.41% | 48 |
|
|
2024
Q4 | $980K | Buy |
8,144
+49
| +0.6% | +$5.9K | 0.3% | 61 |
|
|
2024
Q3 | $983K | Hold |
8,095
| – | – | 0.31% | 59 |
|
|
2024
Q2 | $820K | Buy |
8,095
+2,210
| +38% | +$224K | 0.27% | 63 |
|
|
2024
Q1 | $539K | Hold |
5,885
| – | – | 0.19% | 80 |
|
|
2023
Q4 | $554K | Hold |
5,885
| – | – | 0.21% | 75 |
|
|
2023
Q3 | $545K | Hold |
5,885
| – | – | 0.22% | 73 |
|
|
2023
Q2 | $574K | Hold |
5,885
| – | – | 0.23% | 74 |
|
|
2023
Q1 | $572K | Buy |
5,885
+70
| +1% | +$6.8K | 0.24% | 71 |
|
|
2022
Q4 | $589K | Sell |
5,815
-143
| -2% | -$14.5K | 0.27% | 70 |
|
|
2022
Q3 | $495K | Sell |
5,958
-114
| -2% | -$9.47K | 0.24% | 74 |
|
|
2022
Q2 | $600K | Buy |
6,072
+348
| +6% | +$34.4K | 0.27% | 74 |
|
|
2022
Q1 | $538K | Sell |
5,724
-49
| -0.8% | -$4.61K | 0.21% | 79 |
|
|
2021
Q4 | $548K | Buy |
5,773
+88
| +2% | +$8.35K | 0.2% | 81 |
|
|
2021
Q3 | $539K | Buy |
5,685
+150
| +3% | +$14.2K | 0.22% | 79 |
|
|
2021
Q2 | $549K | Sell |
5,535
-1,334
| -19% | -$132K | 0.23% | 77 |
|
|
2021
Q1 | $610K | Buy |
6,869
+636
| +10% | +$56.5K | 0.26% | 71 |
|
|
2020
Q4 | $516K | Sell |
6,233
-626
| -9% | -$51.8K | 0.25% | 72 |
|
|
2020
Q3 | $514K | Buy |
6,859
+1
| +0% | +$75 | 0.26% | 72 |
|
|
2020
Q2 | $480K | Sell |
6,858
-73
| -1% | -$5.11K | 0.27% | 71 |
|
|
2020
Q1 | $506K | Sell |
6,931
-298
| -4% | -$21.8K | 0.35% | 66 |
|
|
2019
Q4 | $615K | Buy |
7,229
+2
| +0% | +$170 | 0.33% | 72 |
|
|
2019
Q3 | $549K | Buy |
7,227
+2
| +0% | +$152 | 0.31% | 72 |
|
|
2019
Q2 | $567K | Sell |
7,225
-332
| -4% | -$26.1K | 0.33% | 71 |
|
|
2019
Q1 | $668K | Buy |
7,557
+289
| +4% | +$25.5K | 0.42% | 67 |
|
|
2018
Q4 | $485K | Sell |
7,268
-118
| -2% | -$7.87K | 0.35% | 69 |
|
|
2018
Q3 | $603K | Sell |
7,386
-240
| -3% | -$19.6K | 0.41% | 63 |
|
|
2018
Q2 | $616K | Sell |
7,626
-1
| -0% | -$81 | 0.46% | 63 |
|
|
2018
Q1 | $761K | Buy |
7,627
+275
| +4% | +$27.4K | 0.6% | 53 |
|
|
2017
Q4 | $777K | Sell |
7,352
-75
| -1% | -$7.93K | 0.59% | 56 |
|
|
2017
Q3 | $824K | Hold |
7,427
| – | – | 0.67% | 47 |
|
|
2017
Q2 | $872K | Sell |
7,427
-1,004
| -12% | -$118K | 0.74% | 44 |
|
|
2017
Q1 | $952K | Buy |
8,431
+21
| +0.2% | +$2.37K | 0.82% | 40 |
|
|
2016
Q4 | $819K | Sell |
8,410
-102
| -1% | -$9.93K | 0.67% | 48 |
|
|
2016
Q3 | $827K | Buy |
8,512
+751
| +10% | +$73K | 0.69% | 46 |
|
|
2016
Q2 | $789K | Buy |
7,761
+5,081
| +190% | +$517K | 0.69% | 49 |
|
|
2016
Q1 | $754K | Sell |
2,680
-4,999
| -65% | -$1.41M | 0.68% | 46 |
|
|
2015
Q4 | $675K | Buy |
+7,679
| New | +$675K | 0.62% | 50 |
|