Sittner & Nelson’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 | $529K | Buy |
2,903
+2
| +0.1% | +$364 | 0.21% | 72 |
|
|
2025
Q1 | $460K | Buy |
2,901
+26
| +0.9% | +$4.13K | 0.2% | 79 |
|
|
2024
Q4 | $346K | Buy |
2,875
+3
| +0.1% | +$361 | 0.15% | 91 |
|
|
2024
Q3 | $349K | Buy |
2,872
+1,454
| +103% | +$177K | 0.16% | 89 |
|
|
2024
Q2 | $144K | Buy |
1,418
+3
| +0.2% | +$304 | 0.07% | 138 |
|
|
2024
Q1 | $130K | Buy |
1,415
+4
| +0.3% | +$366 | 0.07% | 142 |
|
|
2023
Q4 | $133K | Sell |
1,411
-346
| -20% | -$32.6K | 0.07% | 138 |
|
|
2023
Q3 | $163K | Buy |
1,757
+11
| +0.6% | +$1.02K | 0.09% | 121 |
|
|
2023
Q2 | $170K | Sell |
1,746
-1,500
| -46% | -$146K | 0.09% | 117 |
|
|
2023
Q1 | $316K | Buy |
3,246
+16
| +0.5% | +$1.56K | 0.18% | 91 |
|
|
2022
Q4 | $327K | Buy |
3,230
+19
| +0.6% | +$1.92K | 0.2% | 90 |
|
|
2022
Q3 | $267K | Sell |
3,211
-232
| -7% | -$19.3K | 0.18% | 90 |
|
|
2022
Q2 | $340K | Buy |
3,443
+747
| +28% | +$73.8K | 0.22% | 83 |
|
|
2022
Q1 | $253K | Buy |
2,696
+413
| +18% | +$38.8K | 0.15% | 94 |
|
|
2021
Q4 | $217K | Buy |
2,283
+3
| +0.1% | +$285 | 0.13% | 96 |
|
|
2021
Q3 | $216K | Buy |
2,280
+753
| +49% | +$71.3K | 0.14% | 91 |
|
|
2021
Q2 | $151K | Buy |
1,527
+3
| +0.2% | +$297 | 0.11% | 105 |
|
|
2021
Q1 | $135K | Buy |
1,524
+3
| +0.2% | +$266 | 0.1% | 109 |
|
|
2020
Q4 | $126K | Buy |
+1,521
| New | +$126K | 0.11% | 100 |
|