Savant Capital’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 | $15.8M | Buy |
86,695
+11,640
| +16% | +$2.12M | 0.1% | 128 |
|
|
2025
Q1 | $11.9M | Buy |
75,055
+27,242
| +57% | +$4.32M | 0.09% | 145 |
|
|
2024
Q4 | $5.75M | Buy |
47,813
+1,148
| +2% | +$138K | 0.05% | 224 |
|
|
2024
Q3 | $5.67M | Buy |
46,665
+2,130
| +5% | +$259K | 0.05% | 204 |
|
|
2024
Q2 | $4.51M | Buy |
44,535
+222
| +0.5% | +$22.5K | 0.05% | 214 |
|
|
2024
Q1 | $4.06M | Buy |
44,313
+1,591
| +4% | +$146K | 0.05% | 211 |
|
|
2023
Q4 | $4.02M | Buy |
42,722
+1,608
| +4% | +$151K | 0.05% | 196 |
|
|
2023
Q3 | $3.81M | Sell |
41,114
-11
| -0% | -$1.02K | 0.06% | 187 |
|
|
2023
Q2 | $4.01M | Buy |
41,125
+24,314
| +145% | +$2.37M | 0.06% | 181 |
|
|
2023
Q1 | $1.63M | Buy |
16,811
+2,219
| +15% | +$216K | 0.03% | 254 |
|
|
2022
Q4 | $1.26M | Buy |
14,592
+2,744
| +23% | +$236K | 0.03% | 222 |
|
|
2022
Q3 | $984K | Sell |
11,848
-589
| -5% | -$48.9K | 0.03% | 228 |
|
|
2022
Q2 | $1.23M | Buy |
12,437
+1,186
| +11% | +$117K | 0.04% | 206 |
|
|
2022
Q1 | $1.06M | Buy |
11,251
+780
| +7% | +$73.3K | 0.03% | 232 |
|
|
2021
Q4 | $994K | Buy |
10,471
+632
| +6% | +$60K | 0.03% | 236 |
|
|
2021
Q3 | $933K | Buy |
9,839
+167
| +2% | +$15.8K | 0.03% | 228 |
|
|
2021
Q2 | $959K | Buy |
9,672
+669
| +7% | +$66.3K | 0.04% | 210 |
|
|
2021
Q1 | $799K | Buy |
9,003
+214
| +2% | +$19K | 0.04% | 213 |
|
|
2020
Q4 | $728K | Sell |
8,789
-1,466
| -14% | -$121K | 0.04% | 215 |
|
|
2020
Q3 | $769K | Buy |
10,255
+309
| +3% | +$23.2K | 0.05% | 198 |
|
|
2020
Q2 | $697K | Sell |
9,946
-280
| -3% | -$19.6K | 0.05% | 203 |
|
|
2020
Q1 | $746K | Buy |
10,226
+809
| +9% | +$59K | 0.07% | 183 |
|
|
2019
Q4 | $801K | Buy |
9,417
+561
| +6% | +$47.7K | 0.1% | 157 |
|
|
2019
Q3 | $672K | Sell |
8,856
-642
| -7% | -$48.7K | 0.09% | 160 |
|
|
2019
Q2 | $746K | Sell |
9,498
-881
| -8% | -$69.2K | 0.11% | 146 |
|
|
2019
Q1 | $917K | Buy |
10,379
+55
| +0.5% | +$4.86K | 0.17% | 107 |
|
|
2018
Q4 | $689K | Sell |
10,324
-666
| -6% | -$44.4K | 0.14% | 117 |
|
|
2018
Q3 | $896K | Sell |
10,990
-10
| -0.1% | -$815 | 0.16% | 112 |
|
|
2018
Q2 | $888K | Sell |
11,000
-1,155
| -10% | -$93.2K | 0.19% | 96 |
|
|
2018
Q1 | $1.21M | Sell |
12,155
-109
| -0.9% | -$10.8K | 0.25% | 74 |
|
|
2017
Q4 | $1.3M | Buy |
12,264
+377
| +3% | +$39.8K | 0.27% | 67 |
|
|
2017
Q3 | $1.32M | Sell |
11,887
-293
| -2% | -$32.5K | 0.3% | 55 |
|
|
2017
Q2 | $1.43M | Buy |
12,180
+73
| +0.6% | +$8.58K | 0.34% | 52 |
|
|
2017
Q1 | $1.37M | Buy |
12,107
+899
| +8% | +$102K | 0.34% | 53 |
|
|
2016
Q4 | $1.03M | Buy |
11,208
+31
| +0.3% | +$2.84K | 0.28% | 67 |
|
|
2016
Q3 | $1.09M | Sell |
11,177
-80
| -0.7% | -$7.78K | 0.3% | 55 |
|
|
2016
Q2 | $1.15M | Sell |
11,257
-264
| -2% | -$26.9K | 0.33% | 52 |
|
|
2016
Q1 | $1.13M | Buy |
11,521
+54
| +0.5% | +$5.3K | 0.34% | 51 |
|
|
2015
Q4 | $1.01M | Buy |
11,467
+2,270
| +25% | +$200K | 0.31% | 51 |
|
|
2015
Q3 | $730K | Buy |
9,197
+270
| +3% | +$21.4K | 0.26% | 66 |
|
|
2015
Q2 | $716K | Buy |
8,927
+600
| +7% | +$48.1K | 0.24% | 73 |
|
|
2015
Q1 | $627K | Buy |
8,327
+228
| +3% | +$17.2K | 0.22% | 83 |
|
|
2014
Q4 | $660K | Buy |
8,099
+475
| +6% | +$38.7K | 0.25% | 71 |
|
|
2014
Q3 | $636K | Buy |
7,624
+34
| +0.4% | +$2.84K | 0.27% | 65 |
|
|
2014
Q2 | $640K | Sell |
7,590
-190
| -2% | -$16K | 0.28% | 64 |
|
|
2014
Q1 | $637K | Buy |
7,780
+255
| +3% | +$20.9K | 0.3% | 56 |
|
|
2013
Q4 | $656K | Buy |
7,525
+25
| +0.3% | +$2.18K | 0.32% | 51 |
|
|
2013
Q3 | $649K | Buy |
7,500
+120
| +2% | +$10.4K | 0.35% | 49 |
|
|
2013
Q2 | $639K | Buy |
+7,380
| New | +$639K | 0.37% | 49 |
|