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Semmax Financial Advisors’s Philip Morris PM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.84M Sell
34,329
-1,126
-3% -$192K 1.51% 17
2025
Q1
$6.02M Sell
35,455
-8,322
-19% -$1.41M 1.63% 17
2024
Q4
$6.53M Sell
43,777
-137
-0.3% -$20.4K 1.74% 13
2024
Q3
$5.46M Sell
43,914
-5,393
-11% -$670K 1.5% 20
2024
Q2
$5.81M Sell
49,307
-807
-2% -$95.2K 1.75% 9
2024
Q1
$4.98M Sell
50,114
-246
-0.5% -$24.4K 1.64% 13
2023
Q4
$4.49M Sell
50,360
-2,558
-5% -$228K 1.64% 14
2023
Q3
$4.76M Buy
+52,918
New +$4.76M 1.91% 14
2022
Q4
$5.53M Sell
54,604
-365
-0.7% -$37K 2.2% 13
2022
Q3
$5M Buy
54,969
+3,495
+7% +$318K 2.12% 16
2022
Q2
$5.05M Buy
51,474
+4,905
+11% +$481K 2.06% 15
2022
Q1
$4.38M Buy
46,569
+2,715
+6% +$255K 1.72% 17
2021
Q4
$4.17M Buy
43,854
+9,251
+27% +$879K 1.54% 21
2021
Q3
$3.28M Sell
34,603
-2,145
-6% -$203K 1.13% 32
2021
Q2
$3.64M Buy
36,748
+426
+1% +$42.2K 1.16% 31
2021
Q1
$3.22M Buy
36,322
+12,190
+51% +$1.08M 1.15% 30
2020
Q4
$2M Buy
24,132
+788
+3% +$65.2K 0.83% 49
2020
Q3
$1.75M Buy
23,344
+760
+3% +$57K 0.83% 52
2020
Q2
$1.58M Buy
22,584
+3,124
+16% +$219K 0.83% 51
2020
Q1
$1.42M Buy
19,460
+1,720
+10% +$126K 0.9% 37
2019
Q4
$1.51M Sell
17,740
-120
-0.7% -$10.2K 0.83% 43
2019
Q3
$1.36M Buy
17,860
+2,251
+14% +$171K 0.81% 45
2019
Q2
$1.23M Buy
15,609
+2,694
+21% +$212K 0.79% 44
2019
Q1
$1.14M Buy
12,915
+2,179
+20% +$193K 0.79% 29
2018
Q4
$717K Buy
+10,736
New +$717K 0.56% 42