Pinion Investment Advisors’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 | $1.26M | Sell |
6,944
-139
| -2% | -$25.3K | 0.44% | 40 |
|
|
2025
Q1 | $1.12M | Buy |
7,083
+53
| +0.8% | +$8.41K | 0.25% | 62 |
|
|
2024
Q4 | $846K | Sell |
7,030
-199
| -3% | -$23.9K | 0.34% | 55 |
|
|
2024
Q3 | $878K | Buy |
7,229
+514
| +8% | +$62.4K | 0.37% | 54 |
|
|
2024
Q2 | $680K | Sell |
6,715
-469
| -7% | -$47.5K | 0.34% | 56 |
|
|
2024
Q1 | $658K | Buy |
7,184
+188
| +3% | +$17.2K | 0.34% | 56 |
|
|
2023
Q4 | $658K | Buy |
6,996
+15
| +0.2% | +$1.41K | 0.4% | 49 |
|
|
2023
Q3 | $646K | Buy |
6,981
+360
| +5% | +$33.3K | 0.42% | 53 |
|
|
2023
Q2 | $646K | Buy |
6,621
+932
| +16% | +$91K | 0.44% | 47 |
|
|
2023
Q1 | $553K | Sell |
5,689
-136
| -2% | -$13.2K | 0.52% | 55 |
|
|
2022
Q4 | $590K | Sell |
5,825
-843
| -13% | -$85.4K | 0.56% | 51 |
|
|
2022
Q3 | $554K | Buy |
6,668
+281
| +4% | +$23.3K | 0.48% | 58 |
|
|
2022
Q2 | $631K | Buy |
6,387
+2,002
| +46% | +$198K | 0.53% | 56 |
|
|
2022
Q1 | $412K | Sell |
4,385
-42
| -0.9% | -$3.95K | 0.29% | 113 |
|
|
2021
Q4 | $421K | Sell |
4,427
-75
| -2% | -$7.13K | 0.28% | 104 |
|
|
2021
Q3 | $427K | Sell |
4,502
-293
| -6% | -$27.8K | 0.34% | 94 |
|
|
2021
Q2 | $475K | Sell |
4,795
-154
| -3% | -$15.3K | 0.38% | 93 |
|
|
2021
Q1 | $439K | Buy |
4,949
+233
| +5% | +$20.7K | 0.41% | 92 |
|
|
2020
Q4 | $390K | Buy |
4,716
+748
| +19% | +$61.9K | 0.41% | 81 |
|
|
2020
Q3 | $278K | Hold |
3,968
| – | – | 0.42% | 92 |
|
|
2020
Q2 | $278K | Sell |
3,968
-940
| -19% | -$65.9K | 0.42% | 92 |
|
|
2020
Q1 | $358K | Buy |
4,908
+913
| +23% | +$66.6K | 0.77% | 64 |
|
|
2019
Q4 | $340K | Buy |
3,995
+18
| +0.5% | +$1.53K | 0.63% | 79 |
|
|
2019
Q3 | $302K | Buy |
3,977
+374
| +10% | +$28.4K | 0.62% | 88 |
|
|
2019
Q2 | $283K | Sell |
3,603
-126
| -3% | -$9.9K | 0.61% | 88 |
|
|
2019
Q1 | $330K | Buy |
3,729
+424
| +13% | +$37.5K | 0.58% | 88 |
|
|
2018
Q4 | $221K | Sell |
3,305
-530
| -14% | -$35.4K | 0.46% | 101 |
|
|
2018
Q3 | $313K | Sell |
3,835
-20
| -0.5% | -$1.63K | 0.6% | 87 |
|
|
2018
Q2 | $311K | Sell |
3,855
-2,110
| -35% | -$170K | 0.6% | 84 |
|
|
2018
Q1 | $593K | Buy |
+5,965
| New | +$593K | 1.27% | 18 |
|