Richwood Investment 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 | $367K | Sell |
2,018
-52
| -3% | -$9.47K | 0.3% | 73 |
|
|
2025
Q1 | $329K | Hold |
2,070
| – | – | 0.28% | 81 |
|
|
2024
Q4 | $249K | Buy |
2,070
+150
| +8% | +$18.1K | 0.21% | 93 |
|
|
2024
Q3 | $233K | Sell |
1,920
-70
| -4% | -$8.5K | 0.19% | 97 |
|
|
2024
Q2 | $202K | Sell |
1,990
-370
| -16% | -$37.5K | 0.18% | 100 |
|
|
2024
Q1 | $216K | Sell |
2,360
-45
| -2% | -$4.12K | 0.19% | 98 |
|
|
2023
Q4 | $226K | Hold |
2,405
| – | – | 0.21% | 94 |
|
|
2023
Q3 | $223K | Hold |
2,405
| – | – | 0.23% | 94 |
|
|
2023
Q2 | $235K | Hold |
2,405
| – | – | 0.23% | 94 |
|
|
2023
Q1 | $234K | Sell |
2,405
-40
| -2% | -$3.89K | 0.23% | 96 |
|
|
2022
Q4 | $247K | Hold |
2,445
| – | – | 0.25% | 94 |
|
|
2022
Q3 | $203K | Sell |
2,445
-180
| -7% | -$14.9K | 0.22% | 100 |
|
|
2022
Q2 | $259K | Hold |
2,625
| – | – | 0.26% | 96 |
|
|
2022
Q1 | $247K | Hold |
2,625
| – | – | 0.22% | 104 |
|
|
2021
Q4 | $249K | Buy |
+2,625
| New | +$249K | 0.22% | 94 |
|