Strategic Investment 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 | $569K | Buy |
+3,124
| New | +$569K | 0.06% | 148 |
|
|
2021
Q3 | – | Sell |
-15,332
| Closed | -$1.52M | – | 188 |
|
|
2021
Q2 | $1.52M | Buy |
15,332
+307
| +2% | +$30.4K | 0.35% | 62 |
|
|
2021
Q1 | $1.33M | Sell |
15,025
-2,255
| -13% | -$200K | 0.35% | 62 |
|
|
2020
Q4 | $1.43M | Buy |
17,280
+8,468
| +96% | +$701K | 0.41% | 56 |
|
|
2020
Q3 | $661K | Sell |
8,812
-505
| -5% | -$37.9K | 0.22% | 81 |
|
|
2020
Q2 | $653K | Buy |
9,317
+453
| +5% | +$31.7K | 0.25% | 74 |
|
|
2020
Q1 | $647K | Buy |
8,864
+573
| +7% | +$41.8K | 0.3% | 67 |
|
|
2019
Q4 | $705K | Buy |
8,291
+1,077
| +15% | +$91.6K | 0.29% | 67 |
|
|
2019
Q3 | $548K | Buy |
7,214
+183
| +3% | +$13.9K | 0.26% | 69 |
|
|
2019
Q2 | $552K | Sell |
7,031
-685
| -9% | -$53.8K | 0.3% | 61 |
|
|
2019
Q1 | $682K | Buy |
7,716
+1,012
| +15% | +$89.4K | 0.47% | 51 |
|
|
2018
Q4 | $448K | Buy |
+6,704
| New | +$448K | 0.4% | 57 |
|