RIA
Regal Investment Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $968K | Buy |
5,316
+1,256
| +31% | +$229K | 0.07% | 241 |
|
|
2025
Q1 | $644K | Sell |
4,060
-337
| -8% | -$53.5K | 0.05% | 279 |
|
|
2024
Q4 | $529K | Buy |
4,397
+13
| +0.3% | +$1.56K | 0.04% | 315 |
|
|
2024
Q3 | $532K | Sell |
4,384
-451
| -9% | -$54.8K | 0.04% | 344 |
|
|
2024
Q2 | $490K | Sell |
4,835
-50
| -1% | -$5.07K | 0.03% | 364 |
|
|
2024
Q1 | $448K | Buy |
4,885
+252
| +5% | +$23.1K | 0.03% | 379 |
|
|
2023
Q4 | $436K | Sell |
4,633
-46
| -1% | -$4.33K | 0.03% | 355 |
|
|
2023
Q3 | $433K | Buy |
4,679
+300
| +7% | +$27.8K | 0.04% | 312 |
|
|
2023
Q2 | $428K | Buy |
4,379
+613
| +16% | +$59.8K | 0.04% | 323 |
|
|
2023
Q1 | $366K | Buy |
3,766
+286
| +8% | +$27.8K | 0.03% | 349 |
|
|
2022
Q4 | $352K | Sell |
3,480
-5
| -0.1% | -$506 | 0.03% | 346 |
|
|
2022
Q3 | $289K | Sell |
3,485
-495
| -12% | -$41K | 0.03% | 372 |
|
|
2022
Q2 | $393K | Buy |
3,980
+539
| +16% | +$53.2K | 0.04% | 321 |
|
|
2022
Q1 | $323K | Sell |
3,441
-749
| -18% | -$70.3K | 0.03% | 382 |
|
|
2021
Q4 | $398K | Buy |
4,190
+92
| +2% | +$8.74K | 0.04% | 369 |
|
|
2021
Q3 | $388K | Buy |
4,098
+115
| +3% | +$10.9K | 0.04% | 365 |
|
|
2021
Q2 | $395K | Buy |
+3,983
| New | +$395K | 0.04% | 365 |
|
|
2021
Q1 | – | Sell |
-3,276
| Closed | -$271K | – | 313 |
|
|
2020
Q4 | $271K | Buy |
+3,276
| New | +$271K | 0.03% | 381 |
|
|
2020
Q1 | – | Sell |
-3,233
| Closed | -$275K | – | 231 |
|
|
2019
Q4 | $275K | Sell |
3,233
-57
| -2% | -$4.85K | 0.05% | 271 |
|
|
2019
Q3 | $250K | Sell |
3,290
-114
| -3% | -$8.66K | 0.05% | 269 |
|
|
2019
Q2 | $267K | Buy |
3,404
+458
| +16% | +$35.9K | 0.05% | 262 |
|
|
2019
Q1 | $260K | Sell |
2,946
-1,563
| -35% | -$138K | 0.05% | 260 |
|
|
2018
Q4 | $301K | Buy |
4,509
+1,662
| +58% | +$111K | 0.07% | 244 |
|
|
2018
Q3 | $232K | Buy |
+2,847
| New | +$232K | 0.05% | 277 |
|
|
2018
Q2 | – | Sell |
-3,784
| Closed | -$376K | – | 303 |
|
|
2018
Q1 | $376K | Sell |
3,784
-100
| -3% | -$9.94K | 0.08% | 203 |
|
|
2017
Q4 | $410K | Buy |
3,884
+204
| +6% | +$21.5K | 0.09% | 195 |
|
|
2017
Q3 | $409K | Buy |
3,680
+117
| +3% | +$13K | 0.1% | 190 |
|
|
2017
Q2 | $419K | Buy |
3,563
+23
| +0.6% | +$2.71K | 0.1% | 183 |
|
|
2017
Q1 | $400K | Buy |
3,540
+463
| +15% | +$52.3K | 0.1% | 184 |
|
|
2016
Q4 | $281K | Sell |
3,077
-210
| -6% | -$19.2K | 0.08% | 208 |
|
|
2016
Q3 | $320K | Buy |
3,287
+412
| +14% | +$40.1K | 0.09% | 197 |
|
|
2016
Q2 | $292K | Sell |
2,875
-229
| -7% | -$23.3K | 0.08% | 201 |
|
|
2016
Q1 | $305K | Sell |
3,104
-345
| -10% | -$33.9K | 0.08% | 196 |
|
|
2015
Q4 | $303K | Sell |
3,449
-33,901
| -91% | -$2.98M | 0.08% | 200 |
|
|
2015
Q3 | $2.96M | Buy |
37,350
+2,433
| +7% | +$193K | 0.77% | 33 |
|
|
2015
Q2 | $2.8M | Buy |
34,917
+2,224
| +7% | +$178K | 0.76% | 44 |
|
|
2015
Q1 | $2.46M | Buy |
32,693
+4,591
| +16% | +$346K | 0.61% | 61 |
|
|
2014
Q4 | $2.29M | Buy |
28,102
+1,040
| +4% | +$84.7K | 0.61% | 56 |
|
|
2014
Q3 | $2.26M | Buy |
27,062
+1,782
| +7% | +$149K | 0.68% | 49 |
|
|
2014
Q2 | $2.13M | Buy |
25,280
+24,091
| +2,026% | +$2.03M | 0.76% | 48 |
|
|
2014
Q1 | $97K | Buy |
1,189
+329
| +38% | +$26.8K | 0.04% | 265 |
|
|
2013
Q4 | $75K | Sell |
860
-356
| -29% | -$31K | 0.04% | 242 |
|
|
2013
Q3 | $105K | Sell |
1,216
-195
| -14% | -$16.8K | 0.06% | 232 |
|
|
2013
Q2 | $123K | Buy |
+1,411
| New | +$123K | 0.07% | 203 |
|