SFA
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 |
|