Principal Financial Group’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 | $387M | Buy |
2,122,447
+370,099
| +21% | +$67.4M | 0.2% | 102 |
|
|
2025
Q1 | $278M | Sell |
1,752,348
-10,170
| -0.6% | -$1.61M | 0.16% | 133 |
|
|
2024
Q4 | $212M | Sell |
1,762,518
-11,832
| -0.7% | -$1.42M | 0.12% | 158 |
|
|
2024
Q3 | $215M | Buy |
1,774,350
+85,043
| +5% | +$10.3M | 0.12% | 165 |
|
|
2024
Q2 | $171M | Sell |
1,689,307
-28,335
| -2% | -$2.87M | 0.1% | 175 |
|
|
2024
Q1 | $157M | Buy |
1,717,642
+11,531
| +0.7% | +$1.06M | 0.09% | 191 |
|
|
2023
Q4 | $161M | Sell |
1,706,111
-9,712
| -0.6% | -$914K | 0.1% | 179 |
|
|
2023
Q3 | $159M | Sell |
1,715,823
-12,240
| -0.7% | -$1.13M | 0.11% | 170 |
|
|
2023
Q2 | $169M | Sell |
1,728,063
-52,937
| -3% | -$5.17M | 0.12% | 171 |
|
|
2023
Q1 | $173M | Buy |
1,781,000
+24,098
| +1% | +$2.34M | 0.12% | 169 |
|
|
2022
Q4 | $178M | Sell |
1,756,902
-53,094
| -3% | -$5.37M | 0.13% | 168 |
|
|
2022
Q3 | $150M | Sell |
1,809,996
-54,580
| -3% | -$4.53M | 0.12% | 179 |
|
|
2022
Q2 | $184M | Buy |
1,864,576
+54,917
| +3% | +$5.42M | 0.14% | 157 |
|
|
2022
Q1 | $170M | Sell |
1,809,659
-24,349
| -1% | -$2.29M | 0.11% | 198 |
|
|
2021
Q4 | $174M | Sell |
1,834,008
-41,907
| -2% | -$3.98M | 0.1% | 194 |
|
|
2021
Q3 | $178M | Sell |
1,875,915
-22,702
| -1% | -$2.15M | 0.12% | 187 |
|
|
2021
Q2 | $188M | Buy |
1,898,617
+59,725
| +3% | +$5.92M | 0.12% | 179 |
|
|
2021
Q1 | $163M | Sell |
1,838,892
-157,111
| -8% | -$13.9M | 0.11% | 187 |
|
|
2020
Q4 | $165M | Sell |
1,996,003
-227,049
| -10% | -$18.8M | 0.12% | 179 |
|
|
2020
Q3 | $167M | Sell |
2,223,052
-127,885
| -5% | -$9.59M | 0.14% | 166 |
|
|
2020
Q2 | $165M | Sell |
2,350,937
-85,578
| -4% | -$6M | 0.15% | 161 |
|
|
2020
Q1 | $178M | Buy |
2,436,515
+8,684
| +0.4% | +$634K | 0.2% | 137 |
|
|
2019
Q4 | $207M | Sell |
2,427,831
-300,889
| -11% | -$25.6M | 0.17% | 158 |
|
|
2019
Q3 | $207M | Sell |
2,728,720
-27,209
| -1% | -$2.07M | 0.18% | 142 |
|
|
2019
Q2 | $216M | Sell |
2,755,929
-175,520
| -6% | -$13.8M | 0.19% | 129 |
|
|
2019
Q1 | $259M | Buy |
2,931,449
+22,888
| +0.8% | +$2.02M | 0.24% | 106 |
|
|
2018
Q4 | $194M | Buy |
2,908,561
+56,324
| +2% | +$3.76M | 0.21% | 117 |
|
|
2018
Q3 | $233M | Buy |
2,852,237
+112,094
| +4% | +$9.14M | 0.21% | 119 |
|
|
2018
Q2 | $221M | Sell |
2,740,143
-109,259
| -4% | -$8.82M | 0.2% | 121 |
|
|
2018
Q1 | $283M | Buy |
2,849,402
+47,965
| +2% | +$4.77M | 0.27% | 82 |
|
|
2017
Q4 | $296M | Buy |
2,801,437
+117,935
| +4% | +$12.5M | 0.27% | 87 |
|
|
2017
Q3 | $298M | Buy |
2,683,502
+85,568
| +3% | +$9.5M | 0.29% | 80 |
|
|
2017
Q2 | $305M | Buy |
2,597,934
+376,072
| +17% | +$44.2M | 0.31% | 70 |
|
|
2017
Q1 | $251M | Buy |
2,221,862
+50,272
| +2% | +$5.68M | 0.3% | 73 |
|
|
2016
Q4 | $199M | Sell |
2,171,590
-637,577
| -23% | -$58.3M | 0.25% | 97 |
|
|
2016
Q3 | $273M | Sell |
2,809,167
-88,751
| -3% | -$8.63M | 0.36% | 62 |
|
|
2016
Q2 | $295M | Buy |
2,897,918
+145,689
| +5% | +$14.8M | 0.41% | 48 |
|
|
2016
Q1 | $270M | Sell |
2,752,229
-311,608
| -10% | -$30.6M | 0.39% | 53 |
|
|
2015
Q4 | $269M | Sell |
3,063,837
-283,865
| -8% | -$25M | 0.4% | 50 |
|
|
2015
Q3 | $266M | Buy |
3,347,702
+117,232
| +4% | +$9.3M | 0.42% | 41 |
|
|
2015
Q2 | $259M | Sell |
3,230,470
-325,082
| -9% | -$26.1M | 0.39% | 43 |
|
|
2015
Q1 | $268M | Buy |
3,555,552
+815,152
| +30% | +$61.4M | 0.4% | 40 |
|
|
2014
Q4 | $223M | Sell |
2,740,400
-156,392
| -5% | -$12.7M | 0.35% | 59 |
|
|
2014
Q3 | $242M | Buy |
2,896,792
+443,188
| +18% | +$37M | 0.41% | 41 |
|
|
2014
Q2 | $207M | Buy |
2,453,604
+401,852
| +20% | +$33.9M | 0.35% | 56 |
|
|
2014
Q1 | $168M | Sell |
2,051,752
-50,655
| -2% | -$4.15M | 0.3% | 68 |
|
|
2013
Q4 | $183M | Buy |
2,102,407
+68,067
| +3% | +$5.93M | 0.34% | 54 |
|
|
2013
Q3 | $176M | Sell |
2,034,340
-323,347
| -14% | -$28M | 0.36% | 50 |
|
|
2013
Q2 | $204M | Buy |
+2,357,687
| New | +$204M | 0.45% | 29 |
|