Smith Salley 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 | $888K | Buy |
4,876
+1,270
| +35% | +$231K | 0.05% | 149 |
|
|
2025
Q1 | $572K | Sell |
3,606
-36
| -1% | -$5.72K | 0.04% | 168 |
|
|
2024
Q4 | $438K | Sell |
3,642
-23
| -0.6% | -$2.77K | 0.03% | 181 |
|
|
2024
Q3 | $445K | Buy |
3,665
+453
| +14% | +$55K | 0.03% | 182 |
|
|
2024
Q2 | $325K | Sell |
3,212
-877
| -21% | -$88.9K | 0.02% | 197 |
|
|
2024
Q1 | $375K | Sell |
4,089
-2,013
| -33% | -$184K | 0.03% | 185 |
|
|
2023
Q4 | $574K | Sell |
6,102
-121
| -2% | -$11.4K | 0.04% | 171 |
|
|
2023
Q3 | $576K | Sell |
6,223
-539
| -8% | -$49.9K | 0.04% | 162 |
|
|
2023
Q2 | $660K | Buy |
6,762
+535
| +9% | +$52.2K | 0.05% | 150 |
|
|
2023
Q1 | $606K | Sell |
6,227
-35
| -0.6% | -$3.4K | 0.05% | 156 |
|
|
2022
Q4 | $634K | Sell |
6,262
-66
| -1% | -$6.68K | 0.05% | 149 |
|
|
2022
Q3 | $524K | Sell |
6,328
-41
| -0.6% | -$3.4K | 0.05% | 160 |
|
|
2022
Q2 | $629K | Sell |
6,369
-412
| -6% | -$40.7K | 0.05% | 150 |
|
|
2022
Q1 | $638K | Sell |
6,781
-4,353
| -39% | -$410K | 0.05% | 171 |
|
|
2021
Q4 | $1.06M | Sell |
11,134
-4,560
| -29% | -$433K | 0.07% | 145 |
|
|
2021
Q3 | $1.49M | Sell |
15,694
-125
| -0.8% | -$11.9K | 0.12% | 122 |
|
|
2021
Q2 | $1.57M | Buy |
15,819
+120
| +0.8% | +$11.9K | 0.13% | 118 |
|
|
2021
Q1 | $1.39M | Buy |
15,699
+1,067
| +7% | +$94.7K | 0.13% | 108 |
|
|
2020
Q4 | $1.21M | Sell |
14,632
-502
| -3% | -$41.5K | 0.12% | 109 |
|
|
2020
Q3 | $1.14M | Hold |
15,134
| – | – | 0.14% | 98 |
|
|
2020
Q2 | $1.06M | Sell |
15,134
-389
| -3% | -$27.2K | 0.14% | 98 |
|
|
2020
Q1 | $1.13M | Sell |
15,523
-432
| -3% | -$31.5K | 0.19% | 88 |
|
|
2019
Q4 | $1.36M | Hold |
15,955
| – | – | 0.18% | 93 |
|
|
2019
Q3 | $1.21M | Buy |
15,955
+14
| +0.1% | +$1.06K | 0.17% | 91 |
|
|
2019
Q2 | $1.25M | Buy |
15,941
+1,683
| +12% | +$132K | 0.19% | 90 |
|
|
2019
Q1 | $1.26M | Buy |
14,258
+8,298
| +139% | +$733K | 0.2% | 88 |
|
|
2018
Q4 | $398K | Sell |
5,960
-1,415
| -19% | -$94.5K | 0.07% | 122 |
|
|
2018
Q3 | $601K | Sell |
7,375
-95
| -1% | -$7.74K | 0.09% | 113 |
|
|
2018
Q2 | $603K | Sell |
7,470
-216
| -3% | -$17.4K | 0.1% | 112 |
|
|
2018
Q1 | $764K | Sell |
7,686
-245
| -3% | -$24.4K | 0.14% | 100 |
|
|
2017
Q4 | $838K | Sell |
7,931
-585
| -7% | -$61.8K | 0.15% | 101 |
|
|
2017
Q3 | $945K | Sell |
8,516
-500
| -6% | -$55.5K | 0.18% | 98 |
|
|
2017
Q2 | $1.06M | Sell |
9,016
-500
| -5% | -$58.7K | 0.21% | 98 |
|
|
2017
Q1 | $1.08M | Buy |
9,516
+2,391
| +34% | +$270K | 0.22% | 95 |
|
|
2016
Q4 | $652K | Sell |
7,125
-256
| -3% | -$23.4K | 0.14% | 106 |
|
|
2016
Q3 | $718K | Sell |
7,381
-254
| -3% | -$24.7K | 0.16% | 99 |
|
|
2016
Q2 | $777K | Sell |
7,635
-126
| -2% | -$12.8K | 0.18% | 97 |
|
|
2016
Q1 | $761K | Sell |
7,761
-152
| -2% | -$14.9K | 0.19% | 98 |
|
|
2015
Q4 | $696K | Sell |
7,913
-28
| -0.4% | -$2.46K | 0.17% | 108 |
|
|
2015
Q3 | $629K | Hold |
7,941
| – | – | 0.17% | 108 |
|
|
2015
Q2 | $637K | Sell |
7,941
-619
| -7% | -$49.7K | 0.16% | 111 |
|
|
2015
Q1 | $645K | Sell |
8,560
-1,723
| -17% | -$130K | 0.16% | 112 |
|
|
2014
Q4 | $837K | Buy |
10,283
+1,490
| +17% | +$121K | 0.22% | 106 |
|
|
2014
Q3 | $734K | Sell |
8,793
-4,962
| -36% | -$414K | 0.19% | 114 |
|
|
2014
Q2 | $1.16M | Buy |
+13,755
| New | +$1.16M | 0.31% | 95 |
|