Pinkerton Retirement Specialists’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 | $3.1M | Buy |
+17,000
| New | +$3.1M | 0.37% | 62 |
|
2018
Q4 | – | Sell |
-176
| Closed | -$14K | – | 127 |
|
2018
Q3 | $14K | Hold |
176
| – | – | 0.01% | 129 |
|
2018
Q2 | $14K | Hold |
176
| – | – | 0.01% | 135 |
|
2018
Q1 | $17K | Hold |
176
| – | – | 0.01% | 119 |
|
2017
Q4 | $18K | Hold |
176
| – | – | 0.01% | 142 |
|
2017
Q3 | $19K | Hold |
176
| – | – | 0.01% | 98 |
|
2017
Q2 | $21K | Buy |
+176
| New | +$21K | 0.01% | 99 |
|
2017
Q1 | – | Sell |
-1,573
| Closed | -$144K | – | 406 |
|
2016
Q4 | $144K | Sell |
1,573
-69
| -4% | -$6.32K | 0.07% | 114 |
|
2016
Q3 | $160K | Sell |
1,642
-26
| -2% | -$2.53K | 0.07% | 117 |
|
2016
Q2 | $170K | Buy |
1,668
+1,636
| +5,113% | +$167K | 0.09% | 94 |
|
2016
Q1 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 141 |
|
2015
Q3 | – | Sell |
-34
| Closed | -$3K | – | 197 |
|
2015
Q2 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 159 |
|