Sound Income Strategies’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 | $516K | Sell |
2,835
-891
| -24% | -$162K | 0.03% | 183 |
|
|
2025
Q1 | $591K | Buy |
3,726
+2,125
| +133% | +$337K | 0.03% | 175 |
|
|
2024
Q4 | $193K | Sell |
1,601
-1,673
| -51% | -$201K | 0.01% | 255 |
|
|
2024
Q3 | $397K | Buy |
3,274
+1,502
| +85% | +$182K | 0.03% | 174 |
|
|
2024
Q2 | $180K | Buy |
1,772
+246
| +16% | +$24.9K | 0.01% | 238 |
|
|
2024
Q1 | $140K | Sell |
1,526
-1,523
| -50% | -$140K | 0.01% | 259 |
|
|
2023
Q4 | $287K | Buy |
3,049
+1,221
| +67% | +$115K | 0.02% | 165 |
|
|
2023
Q3 | $169K | Sell |
1,828
-41
| -2% | -$3.8K | 0.01% | 163 |
|
|
2023
Q2 | $182K | Sell |
1,869
-15
| -0.8% | -$1.47K | 0.02% | 155 |
|
|
2023
Q1 | $183K | Sell |
1,884
-343
| -15% | -$33.4K | 0.02% | 154 |
|
|
2022
Q4 | $225K | Buy |
2,227
+16
| +0.7% | +$1.62K | 0.03% | 133 |
|
|
2022
Q3 | $184K | Hold |
2,211
| – | – | 0.03% | 137 |
|
|
2022
Q2 | $218K | Buy |
2,211
+227
| +11% | +$22.4K | 0.03% | 130 |
|
|
2022
Q1 | $186K | Sell |
1,984
-132
| -6% | -$12.4K | 0.02% | 144 |
|
|
2021
Q4 | $201K | Sell |
2,116
-53
| -2% | -$5.03K | 0.02% | 147 |
|
|
2021
Q3 | $206K | Buy |
2,169
+208
| +11% | +$19.8K | 0.03% | 143 |
|
|
2021
Q2 | $194K | Buy |
1,961
+547
| +39% | +$54.1K | 0.03% | 138 |
|
|
2021
Q1 | $125K | Sell |
1,414
-210
| -13% | -$18.6K | 0.02% | 150 |
|
|
2020
Q4 | $134K | Buy |
1,624
+134
| +9% | +$11.1K | 0.03% | 129 |
|
|
2020
Q3 | $112K | Buy |
1,490
+3
| +0.2% | +$226 | 0.03% | 119 |
|
|
2020
Q2 | $104K | Buy |
1,487
+678
| +84% | +$47.4K | 0.03% | 96 |
|
|
2020
Q1 | $59K | Buy |
809
+485
| +150% | +$35.4K | 0.02% | 114 |
|
|
2019
Q4 | $28K | Hold |
324
| – | – | 0.01% | 195 |
|
|
2019
Q3 | $25K | Buy |
324
+100
| +45% | +$7.72K | 0.01% | 192 |
|
|
2019
Q2 | $18K | Sell |
224
-15
| -6% | -$1.21K | 0.01% | 241 |
|
|
2019
Q1 | $21K | Hold |
239
| – | – | 0.01% | 223 |
|
|
2018
Q4 | $16K | Hold |
239
| – | – | 0.01% | 265 |
|
|
2018
Q3 | $19K | Sell |
239
-50
| -17% | -$3.98K | 0.01% | 249 |
|
|
2018
Q2 | $23K | Sell |
289
-41
| -12% | -$3.26K | 0.01% | 201 |
|
|
2018
Q1 | $33K | Buy |
330
+31
| +10% | +$3.1K | 0.02% | 154 |
|
|
2017
Q4 | $31K | Buy |
+299
| New | +$31K | 0.02% | 116 |
|