Procyon 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 | $2.92M | Sell |
16,021
-3,058
| -16% | -$557K | 0.27% | 76 |
|
|
2025
Q1 | $3.03M | Buy |
19,079
+253
| +1% | +$40.2K | 0.18% | 119 |
|
|
2024
Q4 | $2.27M | Sell |
18,826
-681
| -3% | -$82K | 0.14% | 144 |
|
|
2024
Q3 | $2.37M | Sell |
19,507
-1,384
| -7% | -$168K | 0.16% | 141 |
|
|
2024
Q2 | $2.12M | Buy |
20,891
+765
| +4% | +$77.5K | 0.16% | 145 |
|
|
2024
Q1 | $1.84M | Sell |
20,126
-346
| -2% | -$31.7K | 0.14% | 159 |
|
|
2023
Q4 | $1.93M | Sell |
20,472
-1,898
| -8% | -$179K | 0.16% | 141 |
|
|
2023
Q3 | $2.07M | Sell |
22,370
-1,136
| -5% | -$105K | 0.21% | 116 |
|
|
2023
Q2 | $2.29M | Buy |
23,506
+7,754
| +49% | +$757K | 0.29% | 82 |
|
|
2023
Q1 | $1.53M | Sell |
15,752
-148
| -0.9% | -$14.4K | 0.25% | 95 |
|
|
2022
Q4 | $1.61M | Sell |
15,900
-79
| -0.5% | -$8K | 0.29% | 78 |
|
|
2022
Q3 | $1.33M | Buy |
15,979
+1,442
| +10% | +$120K | 0.32% | 74 |
|
|
2022
Q2 | $1.44M | Sell |
14,537
-1,231
| -8% | -$122K | 0.32% | 72 |
|
|
2022
Q1 | $1.48M | Buy |
15,768
+965
| +7% | +$90.6K | 0.31% | 72 |
|
|
2021
Q4 | $1.41M | Buy |
14,803
+247
| +2% | +$23.5K | 0.3% | 78 |
|
|
2021
Q3 | $1.38M | Buy |
14,556
+138
| +1% | +$13.1K | 0.35% | 68 |
|
|
2021
Q2 | $1.43M | Buy |
14,418
+9,135
| +173% | +$905K | 0.39% | 65 |
|
|
2021
Q1 | $469K | Buy |
5,283
+41
| +0.8% | +$3.64K | 0.21% | 116 |
|
|
2020
Q4 | $434K | Buy |
5,242
+39
| +0.7% | +$3.23K | 0.21% | 113 |
|
|
2020
Q3 | $390K | Buy |
5,203
+129
| +3% | +$9.67K | 0.22% | 106 |
|
|
2020
Q2 | $355K | Sell |
5,074
-23
| -0.5% | -$1.61K | 0.19% | 110 |
|
|
2020
Q1 | $372K | Sell |
5,097
-156
| -3% | -$11.4K | 0.25% | 85 |
|
|
2019
Q4 | $447K | Buy |
+5,253
| New | +$447K | 0.27% | 86 |
|