SIAP
Sterling Investment Advisors (Pennsylvania)’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
1,650
-14
| -0.8% | -$2.55K | 0.07% | 156 |
|
|
2025
Q1 | $264K | Buy |
+1,664
| New | +$264K | 0.06% | 156 |
|
|
2024
Q4 | – | Sell |
-1,650
| Closed | -$200K | – | 168 |
|
|
2024
Q3 | $200K | Buy |
+1,650
| New | +$200K | 0.05% | 148 |
|
|
2022
Q3 | – | Sell |
-1,005
| Closed | -$99K | – | 391 |
|
|
2022
Q2 | $99K | Buy |
1,005
+76
| +8% | +$7.49K | 0.03% | 181 |
|
|
2022
Q1 | $87K | Buy |
929
+1
| +0.1% | +$94 | 0.02% | 206 |
|
|
2021
Q4 | $88K | Buy |
928
+1
| +0.1% | +$95 | 0.02% | 207 |
|
|
2021
Q3 | $88K | Sell |
927
-24
| -3% | -$2.28K | 0.03% | 205 |
|
|
2021
Q2 | $94K | Sell |
951
-18
| -2% | -$1.78K | 0.03% | 203 |
|
|
2021
Q1 | $86K | Hold |
969
| – | – | 0.03% | 198 |
|
|
2020
Q4 | $80K | Buy |
969
+100
| +12% | +$8.26K | 0.03% | 194 |
|
|
2020
Q3 | $65K | Hold |
869
| – | – | 0.03% | 202 |
|
|
2020
Q2 | $60K | Hold |
869
| – | – | 0.02% | 197 |
|
|
2020
Q1 | $63K | Buy |
869
+75
| +9% | +$5.44K | 0.03% | 172 |
|
|
2019
Q4 | $67K | Sell |
794
-103
| -11% | -$8.69K | 0.03% | 181 |
|
|
2019
Q3 | $68K | Hold |
897
| – | – | 0.03% | 183 |
|
|
2019
Q2 | $70K | Sell |
897
-630
| -41% | -$49.2K | 0.04% | 181 |
|
|
2019
Q1 | $135K | Hold |
1,527
| – | – | 0.07% | 131 |
|
|
2018
Q4 | $101K | Hold |
1,527
| – | – | 0.06% | 142 |
|
|
2018
Q3 | $125K | Sell |
1,527
-138
| -8% | -$11.3K | 0.07% | 140 |
|
|
2018
Q2 | $134K | Hold |
1,665
| – | – | 0.08% | 127 |
|
|
2018
Q1 | $166K | Hold |
1,665
| – | – | 0.1% | 113 |
|
|
2017
Q4 | $176K | Hold |
1,665
| – | – | 0.11% | 114 |
|
|
2017
Q3 | $185K | Sell |
1,665
-119
| -7% | -$13.2K | 0.12% | 108 |
|
|
2017
Q2 | $210K | Buy |
1,784
+19
| +1% | +$2.24K | 0.14% | 101 |
|
|
2017
Q1 | $199K | Buy |
1,765
+332
| +23% | +$37.4K | 0.14% | 100 |
|
|
2016
Q4 | $131K | Buy |
+1,433
| New | +$131K | 0.1% | 100 |
|