Salem Investment Counselors’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 | $4.48M | Buy |
24,455
+238
| +1% | +$43.6K | 0.14% | 94 |
|
|
2025
Q1 | $3.88M | Buy |
24,217
+1,215
| +5% | +$194K | 0.13% | 100 |
|
|
2024
Q4 | $2.8M | Hold |
23,002
| – | – | 0.09% | 119 |
|
|
2024
Q3 | $2.81M | Buy |
23,002
+1,667
| +8% | +$204K | 0.08% | 125 |
|
|
2024
Q2 | $2.18M | Buy |
21,335
+225
| +1% | +$23K | 0.07% | 142 |
|
|
2024
Q1 | $1.95M | Buy |
21,110
+12
| +0.1% | +$1.11K | 0.06% | 145 |
|
|
2023
Q4 | $2M | Sell |
21,098
-116
| -0.5% | -$11K | 0.07% | 133 |
|
|
2023
Q3 | $1.99M | Sell |
21,214
-2,223
| -9% | -$209K | 0.08% | 128 |
|
|
2023
Q2 | $2.3M | Sell |
23,437
-8,180
| -26% | -$804K | 0.08% | 124 |
|
|
2023
Q1 | $3.1M | Buy |
31,617
+551
| +2% | +$54K | 0.12% | 105 |
|
|
2022
Q4 | $3.17M | Sell |
31,066
-100
| -0.3% | -$10.2K | 0.14% | 102 |
|
|
2022
Q3 | $2.61M | Buy |
31,166
+100
| +0.3% | +$8.38K | 0.12% | 110 |
|
|
2022
Q2 | $3.09M | Sell |
31,066
-95
| -0.3% | -$9.46K | 0.14% | 101 |
|
|
2022
Q1 | $2.93M | Sell |
31,161
-6,295
| -17% | -$591K | 0.11% | 112 |
|
|
2021
Q4 | $3.56M | Buy |
37,456
+2,494
| +7% | +$237K | 0.12% | 99 |
|
|
2021
Q3 | $3.31M | Sell |
34,962
-822
| -2% | -$77.9K | 0.18% | 99 |
|
|
2021
Q2 | $3.55M | Buy |
35,784
+5,163
| +17% | +$512K | 0.2% | 101 |
|
|
2021
Q1 | $2.72M | Sell |
30,621
-5,726
| -16% | -$508K | 0.17% | 103 |
|
|
2020
Q4 | $3.01M | Buy |
36,347
+684
| +2% | +$56.6K | 0.2% | 96 |
|
|
2020
Q3 | $2.67M | Buy |
35,663
+600
| +2% | +$45K | 0.2% | 91 |
|
|
2020
Q2 | $2.46M | Sell |
35,063
-1,150
| -3% | -$80.6K | 0.21% | 95 |
|
|
2020
Q1 | $2.64M | Sell |
36,213
-60
| -0.2% | -$4.38K | 0.27% | 78 |
|
|
2019
Q4 | $3.09M | Sell |
36,273
-450
| -1% | -$38.3K | 0.26% | 88 |
|
|
2019
Q3 | $2.79M | Sell |
36,723
-318
| -0.9% | -$24.1K | 0.26% | 86 |
|
|
2019
Q2 | $2.91M | Sell |
37,041
-1,063
| -3% | -$83.5K | 0.27% | 89 |
|
|
2019
Q1 | $3.11M | Buy |
38,104
+1,360
| +4% | +$111K | 0.32% | 72 |
|
|
2018
Q4 | $2.45M | Sell |
36,744
-1,360
| -4% | -$90.8K | 0.31% | 71 |
|
|
2018
Q3 | $3.11M | Buy |
38,104
+600
| +2% | +$48.9K | 0.32% | 72 |
|
|
2018
Q2 | $3.03M | Buy |
37,504
+8,800
| +31% | +$710K | 0.28% | 70 |
|
|
2018
Q1 | $2.85M | Sell |
28,704
-870
| -3% | -$86.4K | 0.32% | 71 |
|
|
2017
Q4 | $3.12M | Sell |
29,574
-175
| -0.6% | -$18.5K | 0.34% | 70 |
|
|
2017
Q3 | $3.31M | Sell |
29,749
-7,470
| -20% | -$831K | 0.39% | 63 |
|
|
2017
Q2 | $4.37M | Buy |
37,219
+7,270
| +24% | +$854K | 0.51% | 51 |
|
|
2017
Q1 | $3.38M | Sell |
29,949
-109
| -0.4% | -$12.3K | 0.36% | 69 |
|
|
2016
Q4 | $2.75M | Sell |
30,058
-563
| -2% | -$51.5K | 0.32% | 79 |
|
|
2016
Q3 | $29.8K | Sell |
30,621
-50
| -0.2% | -$49 | 0.39% | 65 |
|
|
2016
Q2 | $3.12M | Sell |
30,671
-500
| -2% | -$50.9K | 0.37% | 73 |
|
|
2016
Q1 | $3.06M | Sell |
31,171
-14,759
| -32% | -$1.45M | 0.38% | 71 |
|
|
2015
Q4 | $4.04M | Sell |
45,930
-5,071
| -10% | -$446K | 0.51% | 56 |
|
|
2015
Q3 | $4.01M | Sell |
51,001
-1,205
| -2% | -$94.7K | 0.52% | 55 |
|
|
2015
Q2 | $4.19M | Buy |
52,206
+50
| +0.1% | +$4.01K | 0.51% | 58 |
|
|
2015
Q1 | $3.93M | Sell |
52,156
-55,182
| -51% | -$4.16M | 0.47% | 57 |
|
|
2014
Q4 | $8.74M | Buy |
107,338
+356
| +0.3% | +$29K | 1.04% | 28 |
|
|
2014
Q3 | $8.92M | Buy |
106,982
+8,827
| +9% | +$736K | 1.07% | 23 |
|
|
2014
Q2 | $8.28M | Sell |
98,155
-10,910
| -10% | -$920K | 1% | 29 |
|
|
2014
Q1 | $8.93M | Buy |
109,065
+2,375
| +2% | +$194K | 1.1% | 20 |
|
|
2013
Q4 | $9.3M | Buy |
106,690
+550
| +0.5% | +$47.9K | 1.21% | 21 |
|
|
2013
Q3 | $9.19M | Buy |
106,140
+1,385
| +1% | +$120K | 1.28% | 22 |
|
|
2013
Q2 | $9.07M | Buy |
+104,755
| New | +$9.07M | 1.31% | 21 |
|