SevenBridge Financial Group’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 | $1.34M | Sell |
7,940
-2,286
| -22% | -$385K | 0.24% | 108 |
|
|
2025
Q1 | $1.69M | Sell |
10,226
-1,124
| -10% | -$185K | 0.33% | 93 |
|
|
2024
Q4 | $1.68M | Sell |
11,350
-40
| -0.4% | -$5.92K | 0.32% | 83 |
|
|
2024
Q3 | $1.42M | Hold |
11,390
| – | – | 0.27% | 90 |
|
|
2024
Q2 | $1.3M | Sell |
11,390
-252
| -2% | -$28.8K | 0.29% | 89 |
|
|
2024
Q1 | $1.13M | Sell |
11,642
-2,340
| -17% | -$228K | 0.26% | 91 |
|
|
2023
Q4 | $1.32M | Hold |
13,982
| – | – | 0.31% | 83 |
|
|
2023
Q3 | $1.29M | Buy |
13,982
+731
| +6% | +$67.7K | 0.33% | 81 |
|
|
2023
Q2 | $1.29M | Buy |
13,251
+2,248
| +20% | +$219K | 0.33% | 82 |
|
|
2023
Q1 | $1.07M | Buy |
11,003
+5,086
| +86% | +$495K | 0.29% | 86 |
|
|
2022
Q4 | $599K | Sell |
5,917
-415
| -7% | -$42K | 0.18% | 112 |
|
|
2022
Q3 | $526K | Buy |
6,332
+3,116
| +97% | +$259K | 0.18% | 104 |
|
|
2022
Q2 | $318K | Hold |
3,216
| – | – | 0.13% | 111 |
|
|
2022
Q1 | $302K | Hold |
3,216
| – | – | 0.11% | 130 |
|
|
2021
Q4 | $306K | Buy |
3,216
+147
| +5% | +$14K | 0.09% | 143 |
|
|
2021
Q3 | $291K | Hold |
3,069
| – | – | 0.1% | 135 |
|
|
2021
Q2 | $304K | Buy |
3,069
+26
| +0.9% | +$2.58K | 0.1% | 135 |
|
|
2021
Q1 | $270K | Hold |
3,043
| – | – | 0.1% | 133 |
|
|
2020
Q4 | $252K | Hold |
3,043
| – | – | 0.1% | 137 |
|
|
2020
Q3 | $228K | Sell |
3,043
-37
| -1% | -$2.77K | 0.1% | 125 |
|
|
2020
Q2 | $216K | Sell |
3,080
-100
| -3% | -$7.01K | 0.11% | 129 |
|
|
2020
Q1 | $232K | Sell |
3,180
-35
| -1% | -$2.55K | 0.13% | 115 |
|
|
2019
Q4 | $274K | Hold |
3,215
| – | – | 0.07% | 119 |
|
|
2019
Q3 | $244K | Hold |
3,215
| – | – | 0.13% | 123 |
|
|
2019
Q2 | $252K | Sell |
3,215
-300
| -9% | -$23.5K | 0.09% | 118 |
|
|
2019
Q1 | $311K | Sell |
3,515
-77
| -2% | -$6.81K | 0.12% | 95 |
|
|
2018
Q4 | $240K | Sell |
3,592
-673
| -16% | -$45K | 0.15% | 106 |
|
|
2018
Q3 | $348K | Sell |
4,265
-580
| -12% | -$47.3K | 0.19% | 90 |
|
|
2018
Q2 | $391K | Sell |
4,845
-752
| -13% | -$60.7K | 0.22% | 90 |
|
|
2018
Q1 | $556K | Sell |
5,597
-653
| -10% | -$64.9K | 0.32% | 80 |
|
|
2017
Q4 | $660K | Sell |
6,250
-346
| -5% | -$36.5K | 0.37% | 76 |
|
|
2017
Q3 | $732K | Buy |
6,596
+300
| +5% | +$33.3K | 0.42% | 73 |
|
|
2017
Q2 | $746K | Buy |
6,296
+1,807
| +40% | +$214K | 0.46% | 68 |
|
|
2017
Q1 | $510K | Sell |
4,489
-3,017
| -40% | -$343K | 0.34% | 80 |
|
|
2016
Q4 | $722K | Hold |
7,506
| – | – | 0.52% | 55 |
|
|
2016
Q3 | $722K | Buy |
7,506
+3,758
| +100% | +$361K | 0.53% | 55 |
|
|
2016
Q2 | $381K | Buy |
+3,748
| New | +$381K | 0.27% | 94 |
|