Plante Moran Financial 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 | $700K | Sell |
3,843
-1,865
| -33% | -$340K | 0.05% | 65 |
|
|
2025
Q1 | $906K | Sell |
5,708
-5
| -0.1% | -$794 | 0.08% | 44 |
|
|
2024
Q4 | $688K | Sell |
5,713
-98
| -2% | -$11.8K | 0.06% | 69 |
|
|
2024
Q3 | $706K | Buy |
5,811
+103
| +2% | +$12.5K | 0.06% | 63 |
|
|
2024
Q2 | $578K | Hold |
5,708
| – | – | 0.06% | 74 |
|
|
2024
Q1 | $523K | Sell |
5,708
-228
| -4% | -$20.9K | 0.06% | 78 |
|
|
2023
Q4 | $558K | Buy |
5,936
+3
| +0.1% | +$282 | 0.06% | 79 |
|
|
2023
Q3 | $549K | Sell |
5,933
-557
| -9% | -$51.6K | 0.07% | 68 |
|
|
2023
Q2 | $634K | Buy |
6,490
+3
| +0% | +$293 | 0.08% | 65 |
|
|
2023
Q1 | $631K | Buy |
6,487
+3
| +0% | +$292 | 0.09% | 66 |
|
|
2022
Q4 | $656K | Sell |
6,484
-834
| -11% | -$84.4K | 0.1% | 65 |
|
|
2022
Q3 | $608K | Sell |
7,318
-137
| -2% | -$11.4K | 0.1% | 63 |
|
|
2022
Q2 | $736K | Buy |
7,455
+4,368
| +141% | +$431K | 0.12% | 58 |
|
|
2022
Q1 | $290K | Sell |
3,087
-469
| -13% | -$44.1K | 0.05% | 128 |
|
|
2021
Q4 | $338K | Sell |
3,556
-2,590
| -42% | -$246K | 0.06% | 126 |
|
|
2021
Q3 | $583K | Buy |
6,146
+1,936
| +46% | +$184K | 0.13% | 76 |
|
|
2021
Q2 | $417K | Sell |
4,210
-28
| -0.7% | -$2.77K | 0.1% | 95 |
|
|
2021
Q1 | $376K | Sell |
4,238
-567
| -12% | -$50.3K | 0.1% | 99 |
|
|
2020
Q4 | $398K | Buy |
4,805
+306
| +7% | +$25.3K | 0.12% | 100 |
|
|
2020
Q3 | $337K | Sell |
4,499
-247
| -5% | -$18.5K | 0.12% | 97 |
|
|
2020
Q2 | $332K | Sell |
4,746
-7
| -0.1% | -$490 | 0.13% | 89 |
|
|
2020
Q1 | $347K | Sell |
4,753
-675
| -12% | -$49.3K | 0.16% | 83 |
|
|
2019
Q4 | $462K | Buy |
5,428
+1,427
| +36% | +$121K | 0.16% | 87 |
|
|
2019
Q3 | $304K | Sell |
4,001
-337
| -8% | -$25.6K | 0.09% | 121 |
|
|
2019
Q2 | $341K | Buy |
4,338
+873
| +25% | +$68.6K | 0.1% | 110 |
|
|
2019
Q1 | $306K | Buy |
3,465
+700
| +25% | +$61.8K | 0.09% | 112 |
|
|
2018
Q4 | $185K | Sell |
2,765
-1,109
| -29% | -$74.2K | 0.06% | 138 |
|
|
2018
Q3 | $316K | Buy |
3,874
+161
| +4% | +$13.1K | 0.1% | 108 |
|
|
2018
Q2 | $300K | Sell |
3,713
-709
| -16% | -$57.3K | 0.15% | 109 |
|
|
2018
Q1 | $440K | Sell |
4,422
-237
| -5% | -$23.6K | 0.24% | 79 |
|
|
2017
Q4 | $492K | Buy |
4,659
+59
| +1% | +$6.23K | 0.27% | 71 |
|
|
2017
Q3 | $511K | Buy |
4,600
+29
| +0.6% | +$3.22K | 0.3% | 67 |
|
|
2017
Q2 | $537K | Sell |
4,571
-356
| -7% | -$41.8K | 0.34% | 64 |
|
|
2017
Q1 | $556K | Buy |
4,927
+77
| +2% | +$8.69K | 0.34% | 65 |
|
|
2016
Q4 | $444K | Buy |
4,850
+9
| +0.2% | +$824 | 0.28% | 72 |
|
|
2016
Q3 | $471K | Buy |
4,841
+164
| +4% | +$16K | 0.32% | 67 |
|
|
2016
Q2 | $476K | Buy |
4,677
+371
| +9% | +$37.8K | 0.34% | 59 |
|
|
2016
Q1 | $422K | Sell |
4,306
-344
| -7% | -$33.7K | 0.32% | 67 |
|
|
2015
Q4 | $409K | Buy |
4,650
+846
| +22% | +$74.4K | 0.31% | 68 |
|
|
2015
Q3 | $302K | Sell |
3,804
-300
| -7% | -$23.8K | 0.24% | 79 |
|
|
2015
Q2 | $329K | Buy |
4,104
+18
| +0.4% | +$1.44K | 0.24% | 80 |
|
|
2015
Q1 | $308K | Sell |
4,086
-731
| -15% | -$55.1K | 0.21% | 85 |
|
|
2014
Q4 | $392K | Buy |
4,817
+622
| +15% | +$50.6K | 0.29% | 67 |
|
|
2014
Q3 | $350K | Buy |
4,195
+20
| +0.5% | +$1.67K | 0.31% | 64 |
|
|
2014
Q2 | $352K | Buy |
4,175
+1,003
| +32% | +$84.6K | 0.32% | 61 |
|
|
2014
Q1 | $260K | Sell |
3,172
-1,556
| -33% | -$128K | 0.28% | 60 |
|
|
2013
Q4 | $412K | Buy |
4,728
+678
| +17% | +$59.1K | 0.23% | 57 |
|
|
2013
Q3 | $351K | Buy |
4,050
+620
| +18% | +$53.7K | 0.21% | 52 |
|
|
2013
Q2 | $297K | Buy |
+3,430
| New | +$297K | 0.22% | 50 |
|