Signature Estate & Investment 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 | $1.94M | Buy |
10,662
+169
| +2% | +$30.8K | 0.04% | 153 |
|
|
2025
Q1 | $1.67M | Sell |
10,493
-416
| -4% | -$66K | 0.04% | 160 |
|
|
2024
Q4 | $1.31M | Sell |
10,909
-771
| -7% | -$92.8K | 0.03% | 181 |
|
|
2024
Q3 | $1.42M | Buy |
11,680
+407
| +4% | +$49.4K | 0.03% | 164 |
|
|
2024
Q2 | $1.14M | Buy |
+11,273
| New | +$1.14M | 0.03% | 176 |
|
|
2023
Q4 | – | Sell |
-2,316
| Closed | -$214K | – | 192 |
|
|
2023
Q3 | $214K | Buy |
2,316
+31
| +1% | +$2.86K | 0.01% | 164 |
|
|
2023
Q2 | $223K | Sell |
2,285
-75
| -3% | -$7.32K | 0.01% | 165 |
|
|
2023
Q1 | $230K | Sell |
2,360
-63
| -3% | -$6.14K | 0.01% | 166 |
|
|
2022
Q4 | $245K | Buy |
+2,423
| New | +$245K | 0.01% | 163 |
|
|
2022
Q3 | – | Sell |
-2,460
| Closed | -$243K | – | 170 |
|
|
2022
Q2 | $243K | Buy |
+2,460
| New | +$243K | 0.01% | 157 |
|
|
2021
Q1 | – | Sell |
-3,203
| Closed | -$265K | – | 170 |
|
|
2020
Q4 | $265K | Buy |
+3,203
| New | +$265K | 0.01% | 139 |
|
|
2017
Q2 | – | Sell |
-2,968
| Closed | -$335K | – | 173 |
|
|
2017
Q1 | $335K | Buy |
+2,968
| New | +$335K | 0.04% | 115 |
|