Sowell Financial Services’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 | $8.52M | Sell |
46,757
-2,378
| -5% | -$433K | 0.35% | 56 |
|
|
2025
Q1 | $7.8M | Buy |
49,135
+3,551
| +8% | +$564K | 0.35% | 59 |
|
|
2024
Q4 | $5.49M | Buy |
45,584
+4,280
| +10% | +$515K | 0.29% | 82 |
|
|
2024
Q3 | $5.07M | Sell |
41,304
-8,004
| -16% | -$982K | 0.24% | 107 |
|
|
2024
Q2 | $5.06M | Sell |
49,308
-1,446
| -3% | -$148K | 0.24% | 100 |
|
|
2024
Q1 | $4.72M | Buy |
50,754
+4,970
| +11% | +$462K | 0.22% | 112 |
|
|
2023
Q4 | $4.37M | Buy |
45,784
+107
| +0.2% | +$10.2K | 0.24% | 113 |
|
|
2023
Q3 | $4.29M | Sell |
45,677
-12,419
| -21% | -$1.17M | 0.27% | 99 |
|
|
2023
Q2 | $5.74M | Buy |
58,096
+13,124
| +29% | +$1.3M | 0.32% | 74 |
|
|
2023
Q1 | $4.37M | Sell |
44,972
-13,670
| -23% | -$1.33M | 0.34% | 65 |
|
|
2022
Q4 | $6.01M | Sell |
58,642
-2,018
| -3% | -$207K | 0.39% | 57 |
|
|
2022
Q3 | $5.11M | Buy |
60,660
+1,057
| +2% | +$89.1K | 0.52% | 43 |
|
|
2022
Q2 | $5.96M | Buy |
+59,603
| New | +$5.96M | 0.55% | 37 |
|
|
2022
Q1 | – | Sell |
-33,044
| Closed | -$3.18M | – | 418 |
|
|
2021
Q4 | $3.18M | Sell |
33,044
-18,450
| -36% | -$1.78M | 0.18% | 129 |
|
|
2021
Q3 | $4.95M | Buy |
51,494
+3,848
| +8% | +$370K | 0.33% | 70 |
|
|
2021
Q2 | $4.78M | Sell |
47,646
-40,757
| -46% | -$4.09M | 0.32% | 79 |
|
|
2021
Q1 | $8.56M | Buy |
88,403
+7,956
| +10% | +$770K | 0.3% | 74 |
|
|
2020
Q4 | $6.66M | Buy |
80,447
+5,502
| +7% | +$455K | 0.28% | 75 |
|
|
2020
Q3 | $5.62M | Buy |
74,945
+1,564
| +2% | +$117K | 0.28% | 81 |
|
|
2020
Q2 | $5.14M | Sell |
73,381
-18,793
| -20% | -$1.32M | 0.28% | 86 |
|
|
2020
Q1 | $6.73M | Sell |
92,174
-1,715
| -2% | -$125K | 0.5% | 39 |
|
|
2019
Q4 | $7.99M | Sell |
93,889
-5,836
| -6% | -$497K | 0.61% | 28 |
|
|
2019
Q3 | $7.57M | Buy |
+99,725
| New | +$7.57M | 0.63% | 34 |
|
|
2019
Q1 | $7.26M | Buy |
82,184
+5,398
| +7% | +$477K | 0.81% | 29 |
|
|
2018
Q4 | $5.13M | Buy |
76,786
+23,103
| +43% | +$1.54M | 0.73% | 33 |
|
|
2018
Q3 | $4.38M | Buy |
+53,683
| New | +$4.38M | 0.64% | 33 |
|