Pinnacle Wealth Planning 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 | $1.71M | Buy |
9,391
+1,544
| +20% | +$281K | 0.22% | 56 |
|
|
2025
Q1 | $1.25M | Buy |
7,847
+253
| +3% | +$40.2K | 0.19% | 63 |
|
|
2024
Q4 | $914K | Sell |
7,594
-2,079
| -21% | -$250K | 0.14% | 91 |
|
|
2024
Q3 | $1.17M | Sell |
9,673
-167
| -2% | -$20.3K | 0.16% | 85 |
|
|
2024
Q2 | $997K | Sell |
9,840
-37
| -0.4% | -$3.75K | 0.14% | 92 |
|
|
2024
Q1 | $905K | Buy |
9,877
+198
| +2% | +$18.1K | 0.13% | 108 |
|
|
2023
Q4 | $911K | Sell |
9,679
-186
| -2% | -$17.5K | 0.14% | 99 |
|
|
2023
Q3 | $913K | Sell |
9,865
-60
| -0.6% | -$5.56K | 0.15% | 89 |
|
|
2023
Q2 | $969K | Sell |
9,925
-1,296
| -12% | -$127K | 0.16% | 93 |
|
|
2023
Q1 | $1.09M | Buy |
11,221
+28
| +0.3% | +$2.72K | 0.18% | 87 |
|
|
2022
Q4 | $1.13M | Buy |
11,193
+948
| +9% | +$95.9K | 0.2% | 77 |
|
|
2022
Q3 | $851K | Sell |
10,245
-927
| -8% | -$77K | 0.16% | 89 |
|
|
2022
Q2 | $1.1M | Buy |
11,172
+1,543
| +16% | +$152K | 0.2% | 76 |
|
|
2022
Q1 | $905K | Buy |
9,629
+1,102
| +13% | +$104K | 0.16% | 100 |
|
|
2021
Q4 | $810K | Buy |
8,527
+1,236
| +17% | +$117K | 0.16% | 96 |
|
|
2021
Q3 | $691K | Buy |
7,291
+131
| +2% | +$12.4K | 0.15% | 101 |
|
|
2021
Q2 | $709K | Buy |
7,160
+55
| +0.8% | +$5.45K | 0.16% | 91 |
|
|
2021
Q1 | $631K | Buy |
7,105
+328
| +5% | +$29.1K | 0.16% | 98 |
|
|
2020
Q4 | $561K | Sell |
6,777
-215
| -3% | -$17.8K | 0.13% | 100 |
|
|
2020
Q3 | $524K | Buy |
6,992
+847
| +14% | +$63.5K | 0.17% | 92 |
|
|
2020
Q2 | $430K | Sell |
6,145
-1,671
| -21% | -$117K | 0.14% | 120 |
|
|
2020
Q1 | $569K | Buy |
7,816
+1,281
| +20% | +$93.3K | 0.27% | 73 |
|
|
2019
Q4 | $556K | Buy |
6,535
+1,594
| +32% | +$136K | 0.26% | 81 |
|
|
2019
Q3 | $375K | Buy |
4,941
+219
| +5% | +$16.6K | 0.2% | 96 |
|
|
2019
Q2 | $371K | Buy |
4,722
+464
| +11% | +$36.5K | 0.22% | 88 |
|
|
2019
Q1 | $376K | Buy |
+4,258
| New | +$376K | 0.25% | 77 |
|
|
2018
Q4 | – | Sell |
-3,752
| Closed | -$306K | – | 181 |
|
|
2018
Q3 | $306K | Buy |
3,752
+167
| +5% | +$13.6K | 0.28% | 121 |
|
|
2018
Q2 | $290K | Sell |
3,585
-3
| -0.1% | -$243 | 0.28% | 121 |
|
|
2018
Q1 | $357K | Buy |
3,588
+2,776
| +342% | +$276K | 0.37% | 96 |
|
|
2017
Q4 | $86K | Buy |
+812
| New | +$86K | 0.18% | 97 |
|