Strategic Wealth Partners’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 | $14M | Buy |
+76,601
| New | +$14M | 1.1% | 20 |
|
|
2024
Q4 | $11M | Buy |
73,646
+16,542
| +29% | +$2.47M | 0.91% | 30 |
|
|
2024
Q3 | $6.93M | Buy |
57,104
+1,674
| +3% | +$203K | 0.67% | 53 |
|
|
2024
Q2 | $5.62M | Buy |
55,430
+1,366
| +3% | +$138K | 0.59% | 58 |
|
|
2024
Q1 | $4.95M | Buy |
54,064
+14,375
| +36% | +$1.32M | 0.54% | 62 |
|
|
2023
Q4 | $3.73M | Buy |
39,689
+9,282
| +31% | +$873K | 0.46% | 73 |
|
|
2023
Q3 | $2.82M | Buy |
30,407
+302
| +1% | +$28K | 0.37% | 78 |
|
|
2023
Q2 | $2.94M | Buy |
30,105
+1,254
| +4% | +$122K | 0.38% | 80 |
|
|
2023
Q1 | $2.81M | Buy |
28,851
+2,086
| +8% | +$203K | 0.43% | 66 |
|
|
2022
Q4 | $2.71M | Buy |
26,765
+2,924
| +12% | +$296K | 0.5% | 57 |
|
|
2022
Q3 | $1.98M | Buy |
23,841
+1,165
| +5% | +$96.7K | 0.42% | 82 |
|
|
2022
Q2 | $2.24M | Buy |
22,676
+2,936
| +15% | +$290K | 0.48% | 73 |
|
|
2022
Q1 | $1.85M | Buy |
19,740
+3,691
| +23% | +$347K | 0.36% | 92 |
|
|
2021
Q4 | $1.53M | Buy |
16,049
+2,246
| +16% | +$213K | 0.29% | 112 |
|
|
2021
Q3 | $1.31M | Buy |
13,803
+1,454
| +12% | +$138K | 0.38% | 77 |
|
|
2021
Q2 | $1.22M | Sell |
12,349
-731
| -6% | -$72.5K | 0.4% | 68 |
|
|
2021
Q1 | $1.16M | Sell |
13,080
-704
| -5% | -$62.5K | 0.46% | 57 |
|
|
2020
Q4 | $1.14M | Sell |
13,784
-670
| -5% | -$55.5K | 0.48% | 62 |
|
|
2020
Q3 | $1.08M | Buy |
14,454
+1,386
| +11% | +$104K | 0.55% | 57 |
|
|
2020
Q2 | $916K | Buy |
13,068
+1,348
| +12% | +$94.5K | 0.47% | 65 |
|
|
2020
Q1 | $997K | Hold |
11,720
| – | – | 0.52% | 56 |
|
|
2019
Q4 | $997K | Sell |
11,720
-1,183
| -9% | -$101K | 0.52% | 56 |
|
|
2019
Q3 | $126K | Buy |
12,903
+12,396
| +2,445% | +$121K | 0.65% | 46 |
|
|
2019
Q2 | $39K | Sell |
507
-140
| -22% | -$10.8K | 0.02% | 253 |
|
|
2019
Q1 | $57K | Sell |
647
-117
| -15% | -$10.3K | 0.03% | 224 |
|
|
2018
Q4 | $54K | Sell |
764
-70
| -8% | -$4.95K | 0.03% | 220 |
|
|
2018
Q3 | $68K | Sell |
834
-87
| -9% | -$7.09K | 0.04% | 211 |
|
|
2018
Q2 | $185K | Sell |
921
-5,623
| -86% | -$1.13M | 0.11% | 142 |
|
|
2018
Q1 | $650K | Sell |
6,544
-686
| -9% | -$68.1K | 0.34% | 103 |
|
|
2017
Q4 | $741K | Buy |
+7,230
| New | +$741K | 0.41% | 91 |
|