Sheets Smith Wealth Management’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 | $373K | Buy |
2,050
+118
| +6% | +$21.5K | 0.04% | 318 |
|
|
2025
Q1 | $307K | Buy |
1,932
+12
| +0.6% | +$1.9K | 0.04% | 301 |
|
|
2024
Q4 | $231K | Buy |
1,920
+11
| +0.6% | +$1.32K | 0.03% | 352 |
|
|
2024
Q3 | $232K | Sell |
1,909
-2,470
| -56% | -$300K | 0.03% | 345 |
|
|
2024
Q2 | $444K | Sell |
4,379
-250
| -5% | -$25.3K | 0.05% | 260 |
|
|
2024
Q1 | $424K | Buy |
4,629
+13
| +0.3% | +$1.19K | 0.05% | 270 |
|
|
2023
Q4 | $434K | Sell |
4,616
-222
| -5% | -$20.9K | 0.06% | 236 |
|
|
2023
Q3 | $448K | Buy |
4,838
+12
| +0.2% | +$1.11K | 0.07% | 213 |
|
|
2023
Q2 | $471K | Sell |
4,826
-108
| -2% | -$10.5K | 0.07% | 211 |
|
|
2023
Q1 | $480K | Sell |
4,934
-985
| -17% | -$95.8K | 0.07% | 204 |
|
|
2022
Q4 | $599K | Sell |
5,919
-356
| -6% | -$36K | 0.09% | 176 |
|
|
2022
Q3 | $521K | Buy |
6,275
+1,382
| +28% | +$115K | 0.09% | 181 |
|
|
2022
Q2 | $483K | Sell |
4,893
-1,485
| -23% | -$147K | 0.08% | 186 |
|
|
2022
Q1 | $599K | Buy |
6,378
+15
| +0.2% | +$1.41K | 0.08% | 190 |
|
|
2021
Q4 | $604K | Buy |
6,363
+15
| +0.2% | +$1.42K | 0.08% | 211 |
|
|
2021
Q3 | $602K | Sell |
6,348
-488
| -7% | -$46.3K | 0.08% | 197 |
|
|
2021
Q2 | $678K | Buy |
6,836
+14
| +0.2% | +$1.39K | 0.09% | 183 |
|
|
2021
Q1 | $605K | Sell |
6,822
-186
| -3% | -$16.5K | 0.09% | 182 |
|
|
2020
Q4 | $580K | Sell |
7,008
-325
| -4% | -$26.9K | 0.09% | 184 |
|
|
2020
Q3 | $550K | Buy |
7,333
+456
| +7% | +$34.2K | 0.1% | 168 |
|
|
2020
Q2 | $482K | Buy |
6,877
+88
| +1% | +$6.17K | 0.1% | 159 |
|
|
2020
Q1 | $495K | Buy |
6,789
+2,322
| +52% | +$169K | 0.1% | 162 |
|
|
2019
Q4 | $380K | Sell |
4,467
-970
| -18% | -$82.5K | 0.07% | 238 |
|
|
2019
Q3 | $413K | Sell |
5,437
-1,995
| -27% | -$152K | 0.08% | 219 |
|
|
2019
Q2 | $584K | Buy |
7,432
+26
| +0.4% | +$2.04K | 0.12% | 181 |
|
|
2019
Q1 | $655K | Sell |
7,406
-263
| -3% | -$23.3K | 0.14% | 164 |
|
|
2018
Q4 | $512K | Sell |
7,669
-122
| -2% | -$8.15K | 0.14% | 159 |
|
|
2018
Q3 | $635K | Buy |
7,791
+145
| +2% | +$11.8K | 0.13% | 181 |
|
|
2018
Q2 | $617K | Buy |
7,646
+146
| +2% | +$11.8K | 0.14% | 165 |
|
|
2018
Q1 | $746K | Buy |
7,500
+17
| +0.2% | +$1.69K | 0.18% | 142 |
|
|
2017
Q4 | $791K | Buy |
7,483
+41
| +0.6% | +$4.33K | 0.19% | 141 |
|
|
2017
Q3 | $826K | Buy |
7,442
+21
| +0.3% | +$2.33K | 0.21% | 132 |
|
|
2017
Q2 | $872K | Buy |
7,421
+21
| +0.3% | +$2.47K | 0.23% | 123 |
|
|
2017
Q1 | $835K | Sell |
7,400
-287
| -4% | -$32.4K | 0.22% | 130 |
|
|
2016
Q4 | $703K | Buy |
7,687
+439
| +6% | +$40.1K | 0.2% | 142 |
|
|
2016
Q3 | $705K | Buy |
7,248
+19
| +0.3% | +$1.85K | 0.2% | 149 |
|
|
2016
Q2 | $735K | Buy |
7,229
+19
| +0.3% | +$1.93K | 0.21% | 150 |
|
|
2016
Q1 | $707K | Sell |
7,210
-108
| -1% | -$10.6K | 0.22% | 138 |
|
|
2015
Q4 | $643K | Buy |
7,318
+376
| +5% | +$33K | 0.19% | 135 |
|
|
2015
Q3 | $551K | Buy |
6,942
+198
| +3% | +$15.7K | 0.19% | 130 |
|
|
2015
Q2 | $541K | Sell |
6,744
-6,081
| -47% | -$488K | 0.15% | 160 |
|
|
2015
Q1 | $966K | Buy |
12,825
+18
| +0.1% | +$1.36K | 0.27% | 114 |
|
|
2014
Q4 | $1.04M | Buy |
12,807
+59
| +0.5% | +$4.81K | 0.27% | 108 |
|
|
2014
Q3 | $1.06M | Buy |
12,748
+450
| +4% | +$37.5K | 0.29% | 104 |
|
|
2014
Q2 | $1.04M | Sell |
12,298
-15
| -0.1% | -$1.27K | 0.28% | 108 |
|
|
2014
Q1 | $1.01M | Sell |
12,313
-3,211
| -21% | -$263K | 0.28% | 102 |
|
|
2013
Q4 | $1.35M | Buy |
15,524
+126
| +0.8% | +$11K | 0.37% | 66 |
|
|
2013
Q3 | $1.33M | Buy |
15,398
+5
| +0% | +$433 | 0.43% | 61 |
|
|
2013
Q2 | $1.33M | Buy |
+15,393
| New | +$1.33M | 0.45% | 62 |
|