Steward Partners Investment Advisory’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 | $22.3M | Buy |
122,310
+7,137
| +6% | +$1.3M | 0.17% | 115 |
|
|
2025
Q1 | $18.3M | Buy |
115,173
+6,217
| +6% | +$987K | 0.16% | 130 |
|
|
2024
Q4 | $13.1M | Buy |
108,956
+4,719
| +5% | +$568K | 0.12% | 172 |
|
|
2024
Q3 | $12.7M | Sell |
104,237
-15,886
| -13% | -$1.93M | 0.12% | 176 |
|
|
2024
Q2 | $12.2M | Buy |
120,123
+2,487
| +2% | +$252K | 0.13% | 167 |
|
|
2024
Q1 | $10.8M | Buy |
117,636
+29,532
| +34% | +$2.71M | 0.12% | 183 |
|
|
2023
Q4 | $8.29M | Buy |
88,104
+10,233
| +13% | +$963K | 0.11% | 195 |
|
|
2023
Q3 | $7.21M | Buy |
77,871
+8,049
| +12% | +$745K | 0.11% | 195 |
|
|
2023
Q2 | $6.82M | Buy |
69,822
+3,990
| +6% | +$390K | 0.1% | 207 |
|
|
2023
Q1 | $6.4M | Sell |
65,832
-1,662
| -2% | -$162K | 0.1% | 215 |
|
|
2022
Q4 | $6.83M | Buy |
67,494
+650
| +1% | +$65.8K | 0.12% | 194 |
|
|
2022
Q3 | $5.55M | Buy |
66,844
+16,038
| +32% | +$1.33M | 0.1% | 215 |
|
|
2022
Q2 | $5.02M | Sell |
50,806
-650
| -1% | -$64.2K | 0.09% | 241 |
|
|
2022
Q1 | $4.83M | Sell |
51,456
-252
| -0.5% | -$23.7K | 0.07% | 266 |
|
|
2021
Q4 | $4.91M | Sell |
51,708
-926
| -2% | -$88K | 0.07% | 270 |
|
|
2021
Q3 | $4.99M | Sell |
52,634
-1,120
| -2% | -$106K | 0.09% | 256 |
|
|
2021
Q2 | $5.33M | Sell |
53,754
-16,747
| -24% | -$1.66M | 0.09% | 235 |
|
|
2021
Q1 | $6.26M | Buy |
70,501
+8,020
| +13% | +$712K | 0.11% | 200 |
|
|
2020
Q4 | $5.17M | Sell |
62,481
-7,999
| -11% | -$662K | 0.11% | 185 |
|
|
2020
Q3 | $5.29M | Buy |
70,480
+8,868
| +14% | +$665K | 0.13% | 176 |
|
|
2020
Q2 | $4.32M | Sell |
61,612
-2,472
| -4% | -$173K | 0.12% | 182 |
|
|
2020
Q1 | $4.68M | Sell |
64,084
-6,782
| -10% | -$495K | 0.17% | 148 |
|
|
2019
Q4 | $6.03M | Sell |
70,866
-3,794
| -5% | -$323K | 0.18% | 129 |
|
|
2019
Q3 | $5.67M | Sell |
74,660
-3,100
| -4% | -$235K | 0.19% | 124 |
|
|
2019
Q2 | $6.11M | Buy |
77,760
+5,002
| +7% | +$393K | 0.22% | 102 |
|
|
2019
Q1 | $6.43M | Sell |
72,758
-3,443
| -5% | -$304K | 0.27% | 90 |
|
|
2018
Q4 | $5.09M | Buy |
76,201
+19,349
| +34% | +$1.29M | 0.25% | 102 |
|
|
2018
Q3 | $4.64M | Sell |
56,852
-1,961
| -3% | -$160K | 0.22% | 113 |
|
|
2018
Q2 | $4.75M | Buy |
58,813
+17,365
| +42% | +$1.4M | 0.28% | 84 |
|
|
2018
Q1 | $4.12M | Buy |
41,448
+2,908
| +8% | +$289K | 0.28% | 87 |
|
|
2017
Q4 | $4.07M | Buy |
38,540
+11,431
| +42% | +$1.21M | 0.31% | 83 |
|
|
2017
Q3 | $3.01M | Buy |
27,109
+2,528
| +10% | +$281K | 0.31% | 86 |
|
|
2017
Q2 | $2.89M | Buy |
24,581
+8,963
| +57% | +$1.05M | 0.32% | 83 |
|
|
2017
Q1 | $1.76M | Buy |
15,618
+5,393
| +53% | +$609K | 0.27% | 85 |
|
|
2016
Q4 | $935K | Buy |
+10,225
| New | +$935K | 0.43% | 51 |
|