Principle Wealth 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
Q2 | $6.27M | Sell |
34,423
-273
| -0.8% | -$49.7K | 0.39% | 51 |
|
|
2025
Q1 | $5.51M | Sell |
34,696
-487
| -1% | -$77.3K | 0.39% | 60 |
|
|
2024
Q4 | $4.23M | Sell |
35,183
-372
| -1% | -$44.8K | 0.3% | 76 |
|
|
2024
Q3 | $4.32M | Sell |
35,555
-136
| -0.4% | -$16.5K | 0.31% | 76 |
|
|
2024
Q2 | $3.62M | Buy |
35,691
+276
| +0.8% | +$28K | 0.28% | 86 |
|
|
2024
Q1 | $3.24M | Buy |
35,415
+792
| +2% | +$72.6K | 0.25% | 92 |
|
|
2023
Q4 | $3.26M | Sell |
34,623
-635
| -2% | -$59.7K | 0.28% | 85 |
|
|
2023
Q3 | $3.26M | Buy |
35,258
+314
| +0.9% | +$29.1K | 0.33% | 73 |
|
|
2023
Q2 | $3.41M | Sell |
34,944
-1,515
| -4% | -$148K | 0.34% | 67 |
|
|
2023
Q1 | $3.55M | Sell |
36,459
-387
| -1% | -$37.6K | 0.38% | 63 |
|
|
2022
Q4 | $3.73M | Sell |
36,846
-3
| -0% | -$304 | 0.42% | 59 |
|
|
2022
Q3 | $3.06K | Buy |
36,849
+1,164
| +3% | +$97 | 0.29% | 60 |
|
|
2022
Q2 | $3.52M | Sell |
35,685
-1,583
| -4% | -$156K | 0.42% | 58 |
|
|
2022
Q1 | $3.5M | Buy |
37,268
+836
| +2% | +$78.5K | 0.37% | 63 |
|
|
2021
Q4 | $3.46M | Buy |
36,432
+38
| +0.1% | +$3.61K | 0.36% | 62 |
|
|
2021
Q3 | $3.45M | Sell |
36,394
-37
| -0.1% | -$3.51K | 0.4% | 58 |
|
|
2021
Q2 | $3.61M | Sell |
36,431
-2,477
| -6% | -$246K | 0.41% | 56 |
|
|
2021
Q1 | $3.45M | Buy |
38,908
+1,459
| +4% | +$129K | 0.4% | 58 |
|
|
2020
Q4 | $3.1M | Buy |
37,449
+30,251
| +420% | +$2.5M | 0.41% | 54 |
|
|
2020
Q3 | $540K | Sell |
7,198
-680
| -9% | -$51K | 0.15% | 81 |
|
|
2020
Q2 | $552K | Sell |
7,878
-114
| -1% | -$7.99K | 0.16% | 79 |
|
|
2020
Q1 | $583K | Sell |
7,992
-925
| -10% | -$67.5K | 0.22% | 72 |
|
|
2019
Q4 | $759K | Buy |
8,917
+529
| +6% | +$45K | 0.24% | 71 |
|
|
2019
Q3 | $637K | Buy |
8,388
+2,108
| +34% | +$160K | 0.22% | 80 |
|
|
2019
Q2 | $493K | Buy |
6,280
+2,404
| +62% | +$189K | 0.25% | 77 |
|
|
2019
Q1 | $343K | Sell |
3,876
-1,305
| -25% | -$115K | 0.2% | 92 |
|
|
2018
Q4 | $346K | Buy |
+5,181
| New | +$346K | 0.29% | 80 |
|