Summit Financial’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 | $5.33M | Buy |
29,060
+10,786
| +59% | +$1.98M | 0.12% | 151 |
|
|
2025
Q1 | $2.9M | Sell |
18,274
-457
| -2% | -$72.5K | 0.08% | 212 |
|
|
2024
Q4 | $2.28M | Buy |
18,731
+7,990
| +74% | +$972K | 0.08% | 191 |
|
|
2024
Q3 | $1.32M | Buy |
10,741
+478
| +5% | +$58.7K | 0.05% | 223 |
|
|
2024
Q2 | $1.05M | Buy |
10,263
+5,303
| +107% | +$544K | 0.05% | 217 |
|
|
2024
Q1 | $461K | Sell |
4,960
-1,094
| -18% | -$102K | 0.03% | 269 |
|
|
2023
Q4 | $577K | Buy |
6,054
+482
| +9% | +$46K | 0.04% | 230 |
|
|
2023
Q3 | $523K | Sell |
5,572
-154
| -3% | -$14.5K | 0.04% | 231 |
|
|
2023
Q2 | $566K | Buy |
5,726
+19
| +0.3% | +$1.88K | 0.04% | 212 |
|
|
2023
Q1 | $561K | Buy |
5,707
+290
| +5% | +$28.5K | 0.05% | 163 |
|
|
2022
Q4 | $548K | Sell |
5,417
-1,601
| -23% | -$162K | 0.05% | 157 |
|
|
2022
Q3 | $591K | Buy |
7,018
+760
| +12% | +$64.1K | 0.06% | 154 |
|
|
2022
Q2 | $626K | Sell |
6,258
-2,025
| -24% | -$202K | 0.06% | 137 |
|
|
2022
Q1 | $788K | Buy |
8,283
+613
| +8% | +$58.4K | 0.06% | 140 |
|
|
2021
Q4 | $738K | Buy |
7,670
+238
| +3% | +$22.9K | 0.06% | 137 |
|
|
2021
Q3 | $714K | Buy |
7,432
+3,823
| +106% | +$367K | 0.06% | 108 |
|
|
2021
Q2 | $362K | Buy |
+3,609
| New | +$362K | 0.04% | 114 |
|