SCM
Schnieders Capital Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
9,760
-194
| -2% | -$35.3K | 0.31% | 60 |
|
|
2025
Q1 | $1.58M | Buy |
9,954
+479
| +5% | +$76K | 0.34% | 51 |
|
|
2024
Q4 | $1.14M | Buy |
9,475
+3,550
| +60% | +$427K | 0.23% | 79 |
|
|
2024
Q3 | $719K | Buy |
5,925
+437
| +8% | +$53.1K | 0.14% | 102 |
|
|
2024
Q2 | $556K | Hold |
5,488
| – | – | 0.11% | 108 |
|
|
2024
Q1 | $503K | Sell |
5,488
-150
| -3% | -$13.7K | 0.1% | 120 |
|
|
2023
Q4 | $530K | Sell |
5,638
-400
| -7% | -$37.6K | 0.12% | 117 |
|
|
2023
Q3 | $559K | Hold |
6,038
| – | – | 0.13% | 103 |
|
|
2023
Q2 | $589K | Hold |
6,038
| – | – | 0.12% | 107 |
|
|
2023
Q1 | $587K | Sell |
6,038
-22
| -0.4% | -$2.14K | 0.13% | 109 |
|
|
2022
Q4 | $613K | Sell |
6,060
-500
| -8% | -$50.6K | 0.14% | 105 |
|
|
2022
Q3 | $545K | Sell |
6,560
-50
| -0.8% | -$4.15K | 0.14% | 105 |
|
|
2022
Q2 | $653K | Sell |
6,610
-292
| -4% | -$28.8K | 0.19% | 98 |
|
|
2022
Q1 | $648K | Buy |
6,902
+1,057
| +18% | +$99.2K | 0.15% | 107 |
|
|
2021
Q4 | $555K | Buy |
5,845
+25
| +0.4% | +$2.37K | 0.13% | 111 |
|
|
2021
Q3 | $552K | Buy |
5,820
+14
| +0.2% | +$1.33K | 0.15% | 105 |
|
|
2021
Q2 | $575K | Sell |
5,806
-168
| -3% | -$16.6K | 0.16% | 105 |
|
|
2021
Q1 | $530K | Sell |
5,974
-50
| -0.8% | -$4.44K | 0.16% | 102 |
|
|
2020
Q4 | $499K | Buy |
6,024
+750
| +14% | +$62.1K | 0.16% | 98 |
|
|
2020
Q3 | $396K | Buy |
5,274
+1,094
| +26% | +$82.1K | 0.15% | 101 |
|
|
2020
Q2 | $293K | Sell |
4,180
-832
| -17% | -$58.3K | 0.12% | 130 |
|
|
2020
Q1 | $366K | Sell |
5,012
-90
| -2% | -$6.57K | 0.18% | 99 |
|
|
2019
Q4 | $434K | Sell |
5,102
-290
| -5% | -$24.7K | 0.16% | 108 |
|
|
2019
Q3 | $409K | Buy |
5,392
+2
| +0% | +$152 | 0.16% | 105 |
|
|
2019
Q2 | $423K | Sell |
5,390
-177
| -3% | -$13.9K | 0.17% | 106 |
|
|
2019
Q1 | $492K | Sell |
5,567
-1,125
| -17% | -$99.4K | 0.21% | 92 |
|
|
2018
Q4 | $446K | Buy |
6,692
+700
| +12% | +$46.7K | 0.22% | 91 |
|
|
2018
Q3 | $489K | Buy |
5,992
+215
| +4% | +$17.5K | 0.2% | 96 |
|
|
2018
Q2 | $466K | Sell |
5,777
-1,394
| -19% | -$112K | 0.2% | 94 |
|
|
2018
Q1 | $713K | Sell |
7,171
-1,575
| -18% | -$157K | 0.31% | 84 |
|
|
2017
Q4 | $924K | Buy |
8,746
+74
| +0.9% | +$7.82K | 0.38% | 75 |
|
|
2017
Q3 | $963K | Sell |
8,672
-200
| -2% | -$22.2K | 0.42% | 69 |
|
|
2017
Q2 | $1.04M | Hold |
8,872
| – | – | 0.48% | 64 |
|
|
2017
Q1 | $1M | Sell |
8,872
-236
| -3% | -$26.7K | 0.48% | 59 |
|
|
2016
Q4 | $833K | Buy |
9,108
+225
| +3% | +$20.6K | 0.43% | 71 |
|
|
2016
Q3 | $864K | Sell |
8,883
-500
| -5% | -$48.6K | 0.49% | 68 |
|
|
2016
Q2 | $954K | Sell |
9,383
-1,855
| -17% | -$189K | 0.53% | 59 |
|
|
2016
Q1 | $1.1M | Buy |
11,238
+1,850
| +20% | +$182K | 0.65% | 51 |
|
|
2015
Q4 | $825K | Buy |
9,388
+281
| +3% | +$24.7K | 0.51% | 62 |
|
|
2015
Q3 | $722K | Sell |
9,107
-150
| -2% | -$11.9K | 0.5% | 65 |
|
|
2015
Q2 | $742K | Sell |
9,257
-50
| -0.5% | -$4.01K | 0.44% | 71 |
|
|
2015
Q1 | $701K | Sell |
9,307
-2,580
| -22% | -$194K | 0.42% | 73 |
|
|
2014
Q4 | $968K | Buy |
11,887
+2,270
| +24% | +$185K | 0.64% | 52 |
|
|
2014
Q3 | $802K | Sell |
9,617
-2,604
| -21% | -$217K | 0.59% | 53 |
|
|
2014
Q2 | $1.03M | Buy |
12,221
+3,029
| +33% | +$255K | 0.73% | 46 |
|
|
2014
Q1 | $753K | Sell |
9,192
-3,775
| -29% | -$309K | 0.7% | 47 |
|
|
2013
Q4 | $1.13M | Buy |
+12,967
| New | +$1.13M | 1.11% | 31 |
|