Pinnacle Financial Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $21.5M | Sell |
138,872
-3,749
| -3% | -$580K | 0.43% | 59 |
|
|
2024
Q4 | $17.2M | Buy |
142,621
+1,001
| +0.7% | +$121K | 0.35% | 72 |
|
|
2024
Q3 | $17.2M | Buy |
141,620
+2,788
| +2% | +$338K | 0.35% | 76 |
|
|
2024
Q2 | $13.9M | Buy |
138,832
+1,224
| +0.9% | +$123K | 0.3% | 88 |
|
|
2024
Q1 | $12.6M | Buy |
137,608
+8,385
| +6% | +$768K | 0.27% | 95 |
|
|
2023
Q4 | $12.2M | Buy |
129,223
+18,719
| +17% | +$1.76M | 0.29% | 91 |
|
|
2023
Q3 | $10.2M | Buy |
110,504
+2,597
| +2% | +$240K | 0.26% | 98 |
|
|
2023
Q2 | $10.5M | Buy |
107,907
+2,095
| +2% | +$205K | 0.26% | 100 |
|
|
2023
Q1 | $10.3M | Buy |
105,812
+6,461
| +7% | +$628K | 0.28% | 97 |
|
|
2022
Q4 | $10.1M | Sell |
99,351
-7,616
| -7% | -$771K | 0.29% | 90 |
|
|
2022
Q3 | $8.88M | Buy |
106,967
+7,626
| +8% | +$633K | 0.32% | 91 |
|
|
2022
Q2 | $9.81M | Buy |
99,341
+22,726
| +30% | +$2.24M | 0.35% | 89 |
|
|
2022
Q1 | $7.2M | Buy |
76,615
+4,883
| +7% | +$459K | 0.23% | 119 |
|
|
2021
Q4 | $6.81M | Buy |
71,732
+5,302
| +8% | +$504K | 0.21% | 125 |
|
|
2021
Q3 | $6.3M | Buy |
66,430
+7,441
| +13% | +$705K | 0.22% | 120 |
|
|
2021
Q2 | $5.85M | Buy |
58,989
+7,977
| +16% | +$791K | 0.24% | 109 |
|
|
2021
Q1 | $4.51M | Buy |
51,012
+5,122
| +11% | +$453K | 0.2% | 120 |
|
|
2020
Q4 | $3.78M | Sell |
45,890
-4,613
| -9% | -$380K | 0.19% | 125 |
|
|
2020
Q3 | $3.79M | Buy |
50,503
+286
| +0.6% | +$21.4K | 0.21% | 120 |
|
|
2020
Q2 | $3.52M | Sell |
50,217
-35,904
| -42% | -$2.52M | 0.2% | 116 |
|
|
2020
Q1 | $6.28M | Buy |
86,121
+17,100
| +25% | +$1.25M | 0.43% | 67 |
|
|
2019
Q4 | $5.87M | Sell |
69,021
-4,741
| -6% | -$403K | 0.36% | 84 |
|
|
2019
Q3 | $5.6M | Buy |
73,762
+5,113
| +7% | +$388K | 0.4% | 76 |
|
|
2019
Q2 | $5.39M | Buy |
68,649
+8,384
| +14% | +$658K | 0.4% | 76 |
|
|
2019
Q1 | $5.33M | Sell |
60,265
-610
| -1% | -$53.9K | 0.43% | 70 |
|
|
2018
Q4 | $4.06M | Buy |
60,875
+8,313
| +16% | +$555K | 0.39% | 79 |
|
|
2018
Q3 | $4.29M | Buy |
52,562
+1,281
| +2% | +$104K | 0.36% | 83 |
|
|
2018
Q2 | $4.14M | Buy |
51,281
+4,657
| +10% | +$376K | 0.39% | 74 |
|
|
2018
Q1 | $4.63M | Buy |
46,624
+4,420
| +10% | +$439K | 0.47% | 62 |
|
|
2017
Q4 | $4.46M | Buy |
42,204
+5,957
| +16% | +$629K | 0.47% | 58 |
|
|
2017
Q3 | $4.02M | Buy |
36,247
+1,421
| +4% | +$158K | 0.52% | 55 |
|
|
2017
Q2 | $4.09M | Buy |
34,826
+24,413
| +234% | +$2.87M | 0.58% | 53 |
|
|
2017
Q1 | $1.18M | Buy |
10,413
+1,524
| +17% | +$172K | 0.23% | 120 |
|
|
2016
Q4 | $813K | Sell |
8,889
-1,013
| -10% | -$92.7K | 0.18% | 136 |
|
|
2016
Q3 | $1.02M | Hold |
9,902
| – | – | 0.23% | 125 |
|
|
2016
Q2 | $1.03M | Sell |
9,902
-743
| -7% | -$77K | 0.24% | 118 |
|
|
2016
Q1 | $1.05M | Buy |
10,645
+212
| +2% | +$20.8K | 0.27% | 107 |
|
|
2015
Q4 | $917K | Buy |
10,433
+486
| +5% | +$42.7K | 0.29% | 99 |
|
|
2015
Q3 | $815K | Buy |
9,947
+2,424
| +32% | +$199K | 0.26% | 108 |
|
|
2015
Q2 | $604K | Buy |
7,523
+201
| +3% | +$16.1K | 0.19% | 126 |
|
|
2015
Q1 | $552K | Sell |
7,322
-330
| -4% | -$24.9K | 0.18% | 128 |
|
|
2014
Q4 | $624K | Buy |
7,652
+19
| +0.2% | +$1.55K | 0.22% | 117 |
|
|
2014
Q3 | $638K | Sell |
7,633
-327
| -4% | -$27.3K | 0.24% | 108 |
|
|
2014
Q2 | $672K | Sell |
7,960
-165
| -2% | -$13.9K | 0.27% | 101 |
|
|
2014
Q1 | $666K | Sell |
8,125
-20,763
| -72% | -$1.7M | 0.3% | 91 |
|
|
2013
Q4 | $2.52M | Sell |
28,888
-2,346
| -8% | -$204K | 1.15% | 30 |
|
|
2013
Q3 | $2.7M | Buy |
31,234
+236
| +0.8% | +$20.4K | 1.35% | 28 |
|
|
2013
Q2 | $2.69M | Buy |
+30,998
| New | +$2.69M | 1.4% | 24 |
|