Prospera Financial 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 | $4.7M | Buy |
25,780
+7,014
| +37% | +$1.28M | 0.09% | 236 |
|
|
2025
Q1 | $2.98M | Buy |
18,766
+845
| +5% | +$134K | 0.07% | 295 |
|
|
2024
Q4 | $2.17M | Buy |
17,921
+1,272
| +8% | +$154K | 0.05% | 350 |
|
|
2024
Q3 | $2.02M | Buy |
16,649
+2,210
| +15% | +$268K | 0.05% | 331 |
|
|
2024
Q2 | $1.46M | Sell |
14,439
-273
| -2% | -$27.7K | 0.04% | 404 |
|
|
2024
Q1 | $1.35M | Buy |
14,712
+223
| +2% | +$20.4K | 0.04% | 424 |
|
|
2023
Q4 | $1.36M | Sell |
14,489
-2,180
| -13% | -$205K | 0.05% | 389 |
|
|
2023
Q3 | $1.54M | Buy |
16,669
+355
| +2% | +$32.9K | 0.06% | 320 |
|
|
2023
Q2 | $1.59M | Buy |
16,314
+3,016
| +23% | +$295K | 0.06% | 305 |
|
|
2023
Q1 | $1.29M | Buy |
13,298
+386
| +3% | +$37.6K | 0.05% | 348 |
|
|
2022
Q4 | $1.31M | Buy |
12,912
+987
| +8% | +$99.9K | 0.07% | 296 |
|
|
2022
Q3 | $991K | Buy |
11,925
+75
| +0.6% | +$6.23K | 0.05% | 367 |
|
|
2022
Q2 | $1.17M | Buy |
11,850
+1,714
| +17% | +$169K | 0.06% | 333 |
|
|
2022
Q1 | $953K | Buy |
10,136
+72
| +0.7% | +$6.77K | 0.04% | 437 |
|
|
2021
Q4 | $957K | Buy |
10,064
+365
| +4% | +$34.7K | 0.04% | 427 |
|
|
2021
Q3 | $920K | Buy |
9,699
+892
| +10% | +$84.6K | 0.05% | 396 |
|
|
2021
Q2 | $873K | Buy |
8,807
+617
| +8% | +$61.2K | 0.04% | 404 |
|
|
2021
Q1 | $727K | Sell |
8,190
-579
| -7% | -$51.4K | 0.04% | 409 |
|
|
2020
Q4 | $726K | Buy |
8,769
+5,870
| +202% | +$486K | 0.05% | 347 |
|
|
2020
Q3 | $217K | Sell |
2,899
-4,115
| -59% | -$308K | 0.08% | 216 |
|
|
2020
Q2 | $491K | Sell |
7,014
-282
| -4% | -$19.7K | 0.04% | 356 |
|
|
2020
Q1 | $532K | Sell |
7,296
-1,662
| -19% | -$121K | 0.06% | 291 |
|
|
2019
Q4 | $762K | Buy |
8,958
+923
| +11% | +$78.5K | 0.06% | 299 |
|
|
2019
Q3 | $610K | Sell |
8,035
-1
| -0% | -$76 | 0.06% | 259 |
|
|
2019
Q2 | $634K | Buy |
8,036
+1,340
| +20% | +$106K | 0.07% | 240 |
|
|
2019
Q1 | $571K | Buy |
6,696
+1,593
| +31% | +$136K | 0.19% | 148 |
|
|
2018
Q4 | $343K | Buy |
5,103
+463
| +10% | +$31.1K | 0.07% | 261 |
|
|
2018
Q3 | $378K | Sell |
4,640
-1,092
| -19% | -$89K | 0.07% | 265 |
|
|
2018
Q2 | $466K | Sell |
5,732
-77
| -1% | -$6.26K | 0.06% | 246 |
|
|
2018
Q1 | $581K | Sell |
5,809
-259
| -4% | -$25.9K | 0.08% | 210 |
|
|
2017
Q4 | $636K | Sell |
6,068
-711
| -10% | -$74.5K | 0.1% | 178 |
|
|
2017
Q3 | $754K | Sell |
6,779
-446
| -6% | -$49.6K | 0.11% | 165 |
|
|
2017
Q2 | $853K | Sell |
7,225
-87
| -1% | -$10.3K | 0.14% | 148 |
|
|
2017
Q1 | $827K | Sell |
7,312
-318
| -4% | -$36K | 0.15% | 124 |
|
|
2016
Q4 | $697K | Sell |
7,630
-502
| -6% | -$45.9K | 0.14% | 135 |
|
|
2016
Q3 | $791K | Buy |
8,132
+2,329
| +40% | +$227K | 0.16% | 120 |
|
|
2016
Q2 | $590K | Buy |
5,803
+732
| +14% | +$74.4K | 0.12% | 144 |
|
|
2016
Q1 | $498K | Sell |
5,071
-1,464
| -22% | -$144K | 0.11% | 143 |
|
|
2015
Q4 | $574K | Sell |
6,535
-1,689
| -21% | -$148K | 0.13% | 116 |
|
|
2015
Q3 | $652K | Buy |
8,224
+390
| +5% | +$30.9K | 0.16% | 90 |
|
|
2015
Q2 | $628K | Buy |
7,834
+2,770
| +55% | +$222K | 0.15% | 107 |
|
|
2015
Q1 | $381K | Sell |
5,064
-3
| -0.1% | -$226 | 0.08% | 172 |
|
|
2014
Q4 | $413K | Buy |
5,067
+299
| +6% | +$24.4K | 0.1% | 157 |
|
|
2014
Q3 | $398K | Buy |
4,768
+5
| +0.1% | +$417 | 0.11% | 152 |
|
|
2014
Q2 | $402K | Buy |
4,763
+153
| +3% | +$12.9K | 0.11% | 147 |
|
|
2014
Q1 | $377K | Buy |
4,610
+1,518
| +49% | +$124K | 0.12% | 131 |
|
|
2013
Q4 | $269K | Sell |
3,092
-1,555
| -33% | -$135K | 0.09% | 182 |
|
|
2013
Q3 | $406K | Buy |
4,647
+197
| +4% | +$17.2K | 0.15% | 124 |
|
|
2013
Q2 | $389K | Buy |
+4,450
| New | +$389K | 0.18% | 124 |
|