Soltis 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 | $2.27M | Buy |
12,476
+9,824
| +370% | +$1.79M | 0.18% | 117 |
|
|
2025
Q1 | $421K | Buy |
2,652
+160
| +6% | +$25.4K | 0.04% | 257 |
|
|
2024
Q4 | $300K | Buy |
2,492
+222
| +10% | +$26.7K | 0.03% | 289 |
|
|
2024
Q3 | $276K | Buy |
2,270
+267
| +13% | +$32.4K | 0.03% | 291 |
|
|
2024
Q2 | $203K | Buy |
+2,003
| New | +$203K | 0.02% | 313 |
|
|
2024
Q1 | – | Sell |
-5,420
| Closed | -$510K | – | 309 |
|
|
2023
Q4 | $510K | Sell |
5,420
-382
| -7% | -$35.9K | 0.06% | 185 |
|
|
2023
Q3 | $537K | Buy |
5,802
+314
| +6% | +$29.1K | 0.07% | 167 |
|
|
2023
Q2 | $536K | Buy |
5,488
+24
| +0.4% | +$2.34K | 0.06% | 165 |
|
|
2023
Q1 | $531K | Buy |
5,464
+21
| +0.4% | +$2.04K | 0.07% | 167 |
|
|
2022
Q4 | $551K | Buy |
+5,443
| New | +$551K | 0.07% | 161 |
|
|
2020
Q2 | – | Sell |
-4,635
| Closed | -$338K | – | 190 |
|
|
2020
Q1 | $338K | Buy |
4,635
+815
| +21% | +$59.4K | 0.11% | 106 |
|
|
2019
Q4 | $325K | Buy |
+3,820
| New | +$325K | 0.06% | 113 |
|