Rehmann Capital Advisory Group’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 | $1.91M | Buy |
10,467
+586
| +6% | +$107K | 0.12% | 130 |
|
|
2025
Q1 | $1.57M | Sell |
9,881
-128
| -1% | -$20.3K | 0.1% | 151 |
|
|
2024
Q4 | $1.2M | Buy |
10,009
+376
| +4% | +$45.3K | 0.08% | 191 |
|
|
2024
Q3 | $1.18M | Sell |
9,633
-548
| -5% | -$66.9K | 0.08% | 193 |
|
|
2024
Q2 | $1.03M | Sell |
10,181
-107
| -1% | -$10.8K | 0.07% | 199 |
|
|
2024
Q1 | $943K | Sell |
10,288
-482
| -4% | -$44.2K | 0.07% | 212 |
|
|
2023
Q4 | $1.01M | Sell |
10,770
-241
| -2% | -$22.7K | 0.08% | 189 |
|
|
2023
Q3 | $1.02M | Sell |
11,011
-148
| -1% | -$13.7K | 0.09% | 166 |
|
|
2023
Q2 | $1.09M | Sell |
11,159
-536
| -5% | -$52.3K | 0.1% | 172 |
|
|
2023
Q1 | $1.14M | Buy |
11,695
+120
| +1% | +$11.7K | 0.11% | 162 |
|
|
2022
Q4 | $1.17M | Sell |
11,575
-115
| -1% | -$11.6K | 0.12% | 150 |
|
|
2022
Q3 | $970K | Buy |
11,690
+214
| +2% | +$17.8K | 0.11% | 166 |
|
|
2022
Q2 | $1.13M | Sell |
11,476
-919
| -7% | -$90.7K | 0.12% | 146 |
|
|
2022
Q1 | $1.16M | Sell |
12,395
-413
| -3% | -$38.8K | 0.11% | 162 |
|
|
2021
Q4 | $1.22M | Buy |
12,808
+51
| +0.4% | +$4.85K | 0.11% | 171 |
|
|
2021
Q3 | $1.21M | Buy |
12,757
+83
| +0.7% | +$7.84K | 0.11% | 161 |
|
|
2021
Q2 | $1.26M | Buy |
12,674
+92
| +0.7% | +$9.15K | 0.12% | 140 |
|
|
2021
Q1 | $1.11M | Sell |
12,582
-815
| -6% | -$72K | 0.11% | 152 |
|
|
2020
Q4 | $1.11M | Buy |
13,397
+173
| +1% | +$14.3K | 0.13% | 141 |
|
|
2020
Q3 | $992K | Sell |
13,224
-138
| -1% | -$10.3K | 0.13% | 143 |
|
|
2020
Q2 | $936K | Sell |
13,362
-173
| -1% | -$12.1K | 0.13% | 140 |
|
|
2020
Q1 | $988K | Buy |
+13,535
| New | +$988K | 0.16% | 109 |
|
|
2019
Q3 | $1.21M | Buy |
15,968
+2,018
| +14% | +$153K | 0.15% | 72 |
|
|
2019
Q2 | $1.1M | Buy |
13,950
+3,423
| +33% | +$269K | 0.13% | 124 |
|
|
2019
Q1 | $931K | Sell |
10,527
-121
| -1% | -$10.7K | 0.13% | 131 |
|
|
2018
Q4 | $711K | Buy |
10,648
+1,612
| +18% | +$108K | 0.11% | 99 |
|
|
2018
Q3 | $737K | Sell |
9,036
-1,653
| -15% | -$135K | 0.1% | 162 |
|
|
2018
Q2 | $863K | Sell |
10,689
-764
| -7% | -$61.7K | 0.13% | 139 |
|
|
2018
Q1 | $1.14M | Sell |
11,453
-268
| -2% | -$26.6K | 0.18% | 105 |
|
|
2017
Q4 | $1.24M | Sell |
11,721
-146
| -1% | -$15.4K | 0.21% | 95 |
|
|
2017
Q3 | $1.32M | Sell |
11,867
-1,005
| -8% | -$112K | 0.24% | 90 |
|
|
2017
Q2 | $1.51M | Sell |
12,872
-984
| -7% | -$116K | 0.29% | 71 |
|
|
2017
Q1 | $1.56M | Sell |
13,856
-850
| -6% | -$95.9K | 0.26% | 80 |
|
|
2016
Q4 | $1.35M | Sell |
14,706
-293
| -2% | -$26.8K | 0.25% | 83 |
|
|
2016
Q3 | $1.46M | Sell |
14,999
-2,765
| -16% | -$269K | 0.28% | 73 |
|
|
2016
Q2 | $1.81M | Sell |
17,764
-570
| -3% | -$58K | 0.34% | 61 |
|
|
2016
Q1 | $1.8M | Buy |
18,334
+4,150
| +29% | +$407K | 0.35% | 61 |
|
|
2015
Q4 | $1.25M | Buy |
14,184
+80
| +0.6% | +$7.03K | 0.26% | 76 |
|
|
2015
Q3 | $1.12M | Sell |
14,104
-1,001
| -7% | -$79.4K | 0.25% | 82 |
|
|
2015
Q2 | $1.21M | Sell |
15,105
-11
| -0.1% | -$882 | 0.28% | 76 |
|
|
2015
Q1 | $1.14M | Buy |
15,116
+2,115
| +16% | +$159K | 0.26% | 79 |
|
|
2014
Q4 | $1.06M | Sell |
13,001
-33
| -0.3% | -$2.69K | 0.24% | 87 |
|
|
2014
Q3 | $1.09M | Sell |
13,034
-393
| -3% | -$32.8K | 0.26% | 79 |
|
|
2014
Q2 | $1.13M | Buy |
13,427
+3,225
| +32% | +$272K | 0.27% | 76 |
|
|
2014
Q1 | $835K | Sell |
10,202
-1,360
| -12% | -$111K | 0.23% | 84 |
|
|
2013
Q4 | $1.01M | Buy |
11,562
+864
| +8% | +$75.3K | 0.3% | 72 |
|
|
2013
Q3 | $926K | Sell |
10,698
-511
| -5% | -$44.2K | 0.3% | 67 |
|
|
2013
Q2 | $971K | Buy |
+11,209
| New | +$971K | 0.34% | 64 |
|