Successful Portfolios’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 | $397K | Hold |
2,178
| – | – | 0.24% | 86 |
|
|
2025
Q1 | $346K | Hold |
2,178
| – | – | 0.24% | 90 |
|
|
2024
Q4 | $262K | Sell |
2,178
-14
| -0.6% | -$1.69K | 0.18% | 119 |
|
|
2024
Q3 | $266K | Sell |
2,192
-14
| -0.6% | -$1.7K | 0.18% | 120 |
|
|
2024
Q2 | $224K | Sell |
2,206
-72
| -3% | -$7.3K | 0.16% | 136 |
|
|
2024
Q1 | $209K | Sell |
2,278
-1,121
| -33% | -$103K | 0.14% | 155 |
|
|
2023
Q4 | $320K | Buy |
3,399
+307
| +10% | +$28.9K | 0.24% | 96 |
|
|
2023
Q3 | $286K | Hold |
3,092
| – | – | 0.25% | 94 |
|
|
2023
Q2 | $302K | Sell |
3,092
-150
| -5% | -$14.6K | 0.26% | 85 |
|
|
2023
Q1 | $315K | Sell |
3,242
-405
| -11% | -$39.4K | 0.2% | 130 |
|
|
2022
Q4 | $369K | Buy |
3,647
+150
| +4% | +$15.2K | 0.24% | 112 |
|
|
2022
Q3 | $290K | Hold |
3,497
| – | – | 0.21% | 128 |
|
|
2022
Q2 | $345K | Sell |
3,497
-1
| -0% | -$99 | 0.23% | 114 |
|
|
2022
Q1 | $329K | Sell |
3,498
-2
| -0.1% | -$188 | 0.19% | 137 |
|
|
2021
Q4 | $333K | Buy |
3,500
+100
| +3% | +$9.51K | 0.18% | 133 |
|
|
2021
Q3 | $322K | Hold |
3,400
| – | – | 0.19% | 132 |
|
|
2021
Q2 | $337K | Hold |
3,400
| – | – | 0.2% | 125 |
|
|
2021
Q1 | $302K | Hold |
3,400
| – | – | 0.2% | 131 |
|
|
2020
Q4 | $281K | Hold |
3,400
| – | – | 0.2% | 132 |
|
|
2020
Q3 | $255K | Hold |
3,400
| – | – | 0.2% | 130 |
|
|
2020
Q2 | $238K | Buy |
3,400
+87
| +3% | +$6.09K | 0.21% | 130 |
|
|
2020
Q1 | $242K | Sell |
3,313
-319
| -9% | -$23.3K | 0.24% | 111 |
|
|
2019
Q4 | $309K | Sell |
3,632
-7
| -0.2% | -$596 | 0.28% | 103 |
|
|
2019
Q3 | $276K | Buy |
3,639
+497
| +16% | +$37.7K | 0.26% | 109 |
|
|
2019
Q2 | $247K | Sell |
3,142
-10
| -0.3% | -$786 | 0.27% | 108 |
|
|
2019
Q1 | $279K | Buy |
3,152
+10
| +0.3% | +$885 | 0.31% | 99 |
|
|
2018
Q4 | $210K | Sell |
3,142
-100
| -3% | -$6.68K | 0.27% | 111 |
|
|
2018
Q3 | $264K | Buy |
3,242
+10
| +0.3% | +$814 | 0.29% | 108 |
|
|
2018
Q2 | $261K | Buy |
3,232
+65
| +2% | +$5.25K | 0.3% | 104 |
|
|
2018
Q1 | $315K | Sell |
3,167
-58
| -2% | -$5.77K | 0.38% | 86 |
|
|
2017
Q4 | $341K | Buy |
+3,225
| New | +$341K | 0.42% | 80 |
|