Sequoia Financial Advisors’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 | $18M | Buy |
98,956
+9,801
| +11% | +$1.79M | 0.12% | 127 |
|
|
2025
Q1 | $14.2M | Buy |
89,155
+1,682
| +2% | +$267K | 0.11% | 157 |
|
|
2024
Q4 | $10.5M | Buy |
87,473
+51,277
| +142% | +$6.17M | 0.1% | 169 |
|
|
2024
Q3 | $4.39M | Buy |
36,196
+4,605
| +15% | +$559K | 0.05% | 228 |
|
|
2024
Q2 | $3.2M | Buy |
31,591
+4,793
| +18% | +$486K | 0.04% | 249 |
|
|
2024
Q1 | $2.46M | Sell |
26,798
-5,305
| -17% | -$486K | 0.03% | 292 |
|
|
2023
Q4 | $3.02M | Buy |
32,103
+15,528
| +94% | +$1.46M | 0.04% | 277 |
|
|
2023
Q3 | $1.53M | Sell |
16,575
-19
| -0.1% | -$1.76K | 0.03% | 269 |
|
|
2023
Q2 | $1.62M | Buy |
16,594
+267
| +2% | +$26.1K | 0.03% | 266 |
|
|
2023
Q1 | $1.59M | Sell |
16,327
-222
| -1% | -$21.6K | 0.04% | 242 |
|
|
2022
Q4 | $1.67M | Buy |
16,549
+6,946
| +72% | +$703K | 0.04% | 219 |
|
|
2022
Q3 | $797K | Sell |
9,603
-5,980
| -38% | -$496K | 0.03% | 233 |
|
|
2022
Q2 | $1.54M | Buy |
15,583
+3,394
| +28% | +$336K | 0.04% | 197 |
|
|
2022
Q1 | $1.15M | Buy |
12,189
+1,646
| +16% | +$155K | 0.03% | 241 |
|
|
2021
Q4 | $1M | Buy |
+10,543
| New | +$1M | 0.03% | 240 |
|
|
2021
Q3 | – | Sell |
-9,131
| Closed | -$905K | – | 396 |
|
|
2021
Q2 | $905K | Buy |
9,131
+2,707
| +42% | +$268K | 0.03% | 213 |
|
|
2021
Q1 | $570K | Buy |
6,424
+947
| +17% | +$84K | 0.02% | 243 |
|
|
2020
Q4 | $453K | Buy |
5,477
+153
| +3% | +$12.7K | 0.02% | 263 |
|
|
2020
Q3 | $399K | Sell |
5,324
-92
| -2% | -$6.9K | 0.02% | 256 |
|
|
2020
Q2 | $379K | Sell |
5,416
-5,972
| -52% | -$418K | 0.02% | 260 |
|
|
2020
Q1 | $831K | Buy |
11,388
+5,976
| +110% | +$436K | 0.06% | 140 |
|
|
2019
Q4 | $460K | Sell |
5,412
-235
| -4% | -$20K | 0.03% | 232 |
|
|
2019
Q3 | $429K | Buy |
5,647
+223
| +4% | +$16.9K | 0.03% | 213 |
|
|
2019
Q2 | $426K | Sell |
5,424
-217
| -4% | -$17K | 0.03% | 221 |
|
|
2019
Q1 | $499K | Buy |
+5,641
| New | +$499K | 0.04% | 183 |
|
|
2018
Q3 | – | Sell |
-3,656
| Closed | -$295K | – | 330 |
|
|
2018
Q2 | $295K | Buy |
3,656
+916
| +33% | +$73.9K | 0.03% | 230 |
|
|
2018
Q1 | $272K | Buy |
2,740
+524
| +24% | +$52K | 0.03% | 236 |
|
|
2017
Q4 | $234K | Buy |
2,216
+121
| +6% | +$12.8K | 0.02% | 257 |
|
|
2017
Q3 | $233K | Buy |
2,095
+105
| +5% | +$11.7K | 0.03% | 245 |
|
|
2017
Q2 | $234K | Buy |
1,990
+46
| +2% | +$5.41K | 0.03% | 240 |
|
|
2017
Q1 | $219K | Buy |
+1,944
| New | +$219K | 0.03% | 245 |
|