Pure 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 | $3.92M | Buy |
21,506
+979
| +5% | +$178K | 0.07% | 115 |
|
|
2025
Q1 | $3.26M | Sell |
20,527
-420
| -2% | -$66.7K | 0.07% | 104 |
|
|
2024
Q4 | $2.52M | Buy |
20,947
+14,326
| +216% | +$1.72M | 0.06% | 103 |
|
|
2024
Q3 | $804K | Buy |
6,621
+482
| +8% | +$58.5K | 0.02% | 167 |
|
|
2024
Q2 | $622K | Buy |
6,139
+9
| +0.1% | +$912 | 0.02% | 180 |
|
|
2024
Q1 | $562K | Buy |
6,130
+31
| +0.5% | +$2.84K | 0.02% | 185 |
|
|
2023
Q4 | $574K | Sell |
6,099
-348
| -5% | -$32.7K | 0.02% | 178 |
|
|
2023
Q3 | $597K | Buy |
6,447
+560
| +10% | +$51.8K | 0.02% | 159 |
|
|
2023
Q2 | $575K | Buy |
5,887
+151
| +3% | +$14.7K | 0.02% | 154 |
|
|
2023
Q1 | $558K | Buy |
5,736
+929
| +19% | +$90.3K | 0.03% | 156 |
|
|
2022
Q4 | $487K | Sell |
4,807
-38
| -0.8% | -$3.85K | 0.03% | 158 |
|
|
2022
Q3 | $402K | Buy |
4,845
+236
| +5% | +$19.6K | 0.02% | 164 |
|
|
2022
Q2 | $455K | Buy |
4,609
+134
| +3% | +$13.2K | 0.03% | 165 |
|
|
2022
Q1 | $420K | Buy |
4,475
+142
| +3% | +$13.3K | 0.02% | 155 |
|
|
2021
Q4 | $412K | Buy |
4,333
+119
| +3% | +$11.3K | 0.02% | 145 |
|
|
2021
Q3 | $399K | Buy |
4,214
+25
| +0.6% | +$2.37K | 0.03% | 136 |
|
|
2021
Q2 | $415K | Buy |
4,189
+280
| +7% | +$27.7K | 0.03% | 134 |
|
|
2021
Q1 | $347K | Buy |
3,909
+36
| +0.9% | +$3.2K | 0.03% | 135 |
|
|
2020
Q4 | $321K | Buy |
3,873
+201
| +5% | +$16.7K | 0.04% | 139 |
|
|
2020
Q3 | $275K | Buy |
3,672
+135
| +4% | +$10.1K | 0.04% | 134 |
|
|
2020
Q2 | $248K | Buy |
3,537
+38
| +1% | +$2.66K | 0.04% | 123 |
|
|
2020
Q1 | $255K | Sell |
3,499
-104
| -3% | -$7.58K | 0.04% | 116 |
|
|
2019
Q4 | $307K | Buy |
3,603
+365
| +11% | +$31.1K | 0.05% | 117 |
|
|
2019
Q3 | $246K | Sell |
3,238
-1,545
| -32% | -$117K | 0.04% | 119 |
|
|
2019
Q2 | $376K | Sell |
4,783
-339
| -7% | -$26.6K | 0.07% | 100 |
|
|
2019
Q1 | $453K | Sell |
5,122
-174
| -3% | -$15.4K | 0.09% | 93 |
|
|
2018
Q4 | $354K | Buy |
5,296
+48
| +0.9% | +$3.21K | 0.07% | 101 |
|
|
2018
Q3 | $428K | Buy |
+5,248
| New | +$428K | 0.09% | 94 |
|
|
2017
Q4 | – | Sell |
-3,917
| Closed | -$435K | – | 69 |
|
|
2017
Q3 | $435K | Sell |
3,917
-91
| -2% | -$10.1K | 0.11% | 76 |
|
|
2017
Q2 | $471K | Buy |
4,008
+464
| +13% | +$54.5K | 0.13% | 73 |
|
|
2017
Q1 | $400K | Buy |
3,544
+367
| +12% | +$41.4K | 0.12% | 75 |
|
|
2016
Q4 | $291K | Sell |
3,177
-166
| -5% | -$15.2K | 0.09% | 84 |
|
|
2016
Q3 | $325K | Sell |
3,343
-327
| -9% | -$31.8K | 0.1% | 79 |
|
|
2016
Q2 | $373K | Buy |
3,670
+63
| +2% | +$6.4K | 0.13% | 68 |
|
|
2016
Q1 | $360K | Buy |
3,607
+87
| +2% | +$8.68K | 0.13% | 67 |
|
|
2015
Q4 | $309K | Buy |
3,520
+377
| +12% | +$33.1K | 0.13% | 53 |
|
|
2015
Q3 | $249K | Sell |
3,143
-641
| -17% | -$50.8K | 0.12% | 53 |
|
|
2015
Q2 | $303K | Buy |
3,784
+796
| +27% | +$63.7K | 0.15% | 55 |
|
|
2015
Q1 | $225K | Sell |
2,988
-182
| -6% | -$13.7K | 0.08% | 55 |
|
|
2014
Q4 | $258K | Buy |
3,170
+234
| +8% | +$19K | 0.09% | 51 |
|
|
2014
Q3 | $245K | Sell |
2,936
-11
| -0.4% | -$918 | 0.09% | 47 |
|
|
2014
Q2 | $248K | Sell |
2,947
-188
| -6% | -$15.8K | 0.09% | 52 |
|
|
2014
Q1 | $254K | Buy |
3,135
+745
| +31% | +$60.4K | 0.1% | 46 |
|
|
2013
Q4 | $208K | Sell |
2,390
-828
| -26% | -$72.1K | 0.09% | 47 |
|
|
2013
Q3 | $279K | Buy |
3,218
+20
| +0.6% | +$1.73K | 0.13% | 43 |
|
|
2013
Q2 | $277K | Buy |
+3,198
| New | +$277K | 0.15% | 40 |
|