Souders Financial 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 | $1.49M | Sell |
8,161
-712
| -8% | -$130K | 0.19% | 68 |
|
|
2025
Q1 | $1.41M | Buy |
8,873
+1,846
| +26% | +$293K | 0.2% | 73 |
|
|
2024
Q4 | $846K | Buy |
7,027
+1,077
| +18% | +$130K | 0.12% | 107 |
|
|
2024
Q3 | $722K | Buy |
5,950
+8
| +0.1% | +$971 | 0.1% | 112 |
|
|
2024
Q2 | $602K | Buy |
5,942
+514
| +9% | +$52.1K | 0.09% | 114 |
|
|
2024
Q1 | $497K | Sell |
5,428
-79
| -1% | -$7.24K | 0.08% | 120 |
|
|
2023
Q4 | $518K | Sell |
5,507
-57
| -1% | -$5.36K | 0.09% | 118 |
|
|
2023
Q3 | $515K | Sell |
5,564
-14
| -0.3% | -$1.3K | 0.1% | 116 |
|
|
2023
Q2 | $545K | Sell |
5,578
-5
| -0.1% | -$488 | 0.1% | 115 |
|
|
2023
Q1 | $543K | Sell |
5,583
-28
| -0.5% | -$2.72K | 0.12% | 109 |
|
|
2022
Q4 | $568K | Buy |
5,611
+319
| +6% | +$32.3K | 0.13% | 102 |
|
|
2022
Q3 | $439K | Sell |
5,292
-17
| -0.3% | -$1.41K | 0.12% | 115 |
|
|
2022
Q2 | $524K | Buy |
5,309
+205
| +4% | +$20.2K | 0.15% | 97 |
|
|
2022
Q1 | $480K | Sell |
5,104
-875
| -15% | -$82.3K | 0.14% | 106 |
|
|
2021
Q4 | $568K | Buy |
5,979
+58
| +1% | +$5.51K | 0.16% | 98 |
|
|
2021
Q3 | $561K | Sell |
5,921
-1
| -0% | -$95 | 0.18% | 98 |
|
|
2021
Q2 | $587K | Buy |
5,922
+6
| +0.1% | +$595 | 0.2% | 90 |
|
|
2021
Q1 | $525K | Sell |
5,916
-1,118
| -16% | -$99.2K | 0.21% | 82 |
|
|
2020
Q4 | $582K | Hold |
7,034
| – | – | 0.25% | 77 |
|
|
2020
Q3 | $526K | Buy |
7,034
+246
| +4% | +$18.4K | 0.25% | 75 |
|
|
2020
Q2 | $476K | Sell |
6,788
-399
| -6% | -$28K | 0.27% | 73 |
|
|
2020
Q1 | $524K | Buy |
+7,187
| New | +$524K | 0.46% | 53 |
|