Stratos 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 | $6.47M | Buy |
35,534
+12,866
| +57% | +$2.34M | 0.09% | 230 |
|
|
2025
Q1 | $3.6M | Sell |
22,668
-2,531
| -10% | -$402K | 0.05% | 321 |
|
|
2024
Q4 | $3.03M | Sell |
25,199
-235
| -0.9% | -$28.3K | 0.04% | 376 |
|
|
2024
Q3 | $3.09M | Sell |
25,434
-313
| -1% | -$38K | 0.04% | 357 |
|
|
2024
Q2 | $2.61M | Buy |
25,747
+107
| +0.4% | +$10.8K | 0.04% | 382 |
|
|
2024
Q1 | $2.35M | Sell |
25,640
-56
| -0.2% | -$5.13K | 0.04% | 412 |
|
|
2023
Q4 | $2.42M | Sell |
25,696
-1,364
| -5% | -$128K | 0.05% | 377 |
|
|
2023
Q3 | $2.51M | Buy |
27,060
+3,075
| +13% | +$285K | 0.05% | 329 |
|
|
2023
Q2 | $2.34M | Buy |
23,985
+1,266
| +6% | +$124K | 0.05% | 324 |
|
|
2023
Q1 | $2.21M | Sell |
22,719
-2,256
| -9% | -$219K | 0.06% | 295 |
|
|
2022
Q4 | $2.53M | Sell |
24,975
-1,100
| -4% | -$111K | 0.06% | 295 |
|
|
2022
Q3 | $2.17M | Buy |
26,075
+838
| +3% | +$69.6K | 0.06% | 300 |
|
|
2022
Q2 | $2.49M | Sell |
25,237
-337
| -1% | -$33.3K | 0.06% | 278 |
|
|
2022
Q1 | $2.4M | Buy |
25,574
+1,122
| +5% | +$105K | 0.05% | 321 |
|
|
2021
Q4 | $2.32M | Sell |
24,452
-236
| -1% | -$22.4K | 0.05% | 320 |
|
|
2021
Q3 | $2.34M | Sell |
24,688
-80
| -0.3% | -$7.58K | 0.06% | 288 |
|
|
2021
Q2 | $2.46M | Sell |
24,768
-64
| -0.3% | -$6.34K | 0.06% | 285 |
|
|
2021
Q1 | $2.2M | Sell |
24,832
-1,323
| -5% | -$117K | 0.06% | 276 |
|
|
2020
Q4 | $2.17M | Sell |
26,155
-1,059
| -4% | -$87.7K | 0.06% | 262 |
|
|
2020
Q3 | $2.04M | Sell |
27,214
-1,796
| -6% | -$135K | 0.07% | 259 |
|
|
2020
Q2 | $2.03M | Sell |
29,010
-4,846
| -14% | -$339K | 0.07% | 254 |
|
|
2020
Q1 | $2.47M | Sell |
33,856
-4,301
| -11% | -$314K | 0.11% | 182 |
|
|
2019
Q4 | $3.25M | Sell |
38,157
-2,010
| -5% | -$171K | 0.13% | 176 |
|
|
2019
Q3 | $3.05M | Sell |
40,167
-1,182
| -3% | -$89.8K | 0.13% | 170 |
|
|
2019
Q2 | $3.25M | Sell |
41,349
-904
| -2% | -$71K | 0.14% | 159 |
|
|
2019
Q1 | $3.74M | Sell |
42,253
-454
| -1% | -$40.1K | 0.17% | 133 |
|
|
2018
Q4 | $2.85M | Sell |
42,707
-4,480
| -9% | -$299K | 0.15% | 161 |
|
|
2018
Q3 | $3.85M | Sell |
47,187
-1,134
| -2% | -$92.5K | 0.17% | 125 |
|
|
2018
Q2 | $3.9M | Sell |
48,321
-3,523
| -7% | -$284K | 0.17% | 121 |
|
|
2018
Q1 | $5.15M | Buy |
51,844
+1,819
| +4% | +$181K | 0.22% | 102 |
|
|
2017
Q4 | $5.29M | Buy |
50,025
+922
| +2% | +$97.4K | 0.24% | 87 |
|
|
2017
Q3 | $5.45M | Sell |
49,103
-3,756
| -7% | -$417K | 0.26% | 81 |
|
|
2017
Q2 | $6.21M | Buy |
52,859
+1,367
| +3% | +$161K | 0.32% | 65 |
|
|
2017
Q1 | $5.81M | Sell |
51,492
-8,960
| -15% | -$1.01M | 0.33% | 69 |
|
|
2016
Q4 | $5.53M | Buy |
60,452
+12,003
| +25% | +$1.1M | 0.34% | 64 |
|
|
2016
Q3 | $4.71M | Sell |
48,449
-4,304
| -8% | -$418K | 0.32% | 66 |
|
|
2016
Q2 | $5.37M | Sell |
52,753
-2,790
| -5% | -$284K | 0.4% | 50 |
|
|
2016
Q1 | $5.45M | Buy |
55,543
+4,055
| +8% | +$398K | 0.47% | 41 |
|
|
2015
Q4 | $4.53M | Buy |
51,488
+826
| +2% | +$72.6K | 0.38% | 50 |
|
|
2015
Q3 | $4.02M | Sell |
50,662
-1,079
| -2% | -$85.6K | 0.5% | 39 |
|
|
2015
Q2 | $4.15M | Sell |
51,741
-10,818
| -17% | -$867K | 0.53% | 31 |
|
|
2015
Q1 | $4.72M | Buy |
62,559
+15,903
| +34% | +$1.2M | 0.56% | 30 |
|
|
2014
Q4 | $3.8M | Buy |
46,656
+5,068
| +12% | +$413K | 0.68% | 28 |
|
|
2014
Q3 | $3.47M | Buy |
41,588
+1,211
| +3% | +$101K | 0.81% | 23 |
|
|
2014
Q2 | $3.41M | Buy |
+40,377
| New | +$3.41M | 1.14% | 14 |
|