SS
Sunbelt Securities’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
21,656
+575
| +3% | +$69.2K | 0.23% | 80 |
|
|
2025
Q1 | $3.35M | Sell |
21,081
-575
| -3% | -$91.3K | 0.3% | 63 |
|
|
2024
Q4 | $2.6M | Buy |
21,656
+16,606
| +329% | +$1.99M | 0.23% | 81 |
|
|
2024
Q3 | $613K | Sell |
5,050
-27
| -0.5% | -$3.28K | 0.06% | 308 |
|
|
2024
Q2 | $514K | Buy |
5,077
+1,009
| +25% | +$102K | 0.05% | 333 |
|
|
2024
Q1 | $373K | Sell |
4,068
-57
| -1% | -$5.22K | 0.04% | 386 |
|
|
2023
Q4 | $388K | Buy |
4,125
+6
| +0.1% | +$564 | 0.05% | 360 |
|
|
2023
Q3 | $381K | Sell |
4,119
-1,047
| -20% | -$96.9K | 0.05% | 347 |
|
|
2023
Q2 | $504K | Buy |
5,166
+116
| +2% | +$11.3K | 0.07% | 278 |
|
|
2023
Q1 | $488K | Buy |
5,050
+1,996
| +65% | +$193K | 0.08% | 259 |
|
|
2022
Q4 | $309K | Buy |
3,054
+9
| +0.3% | +$911 | 0.06% | 344 |
|
|
2022
Q3 | $253K | Buy |
3,045
+1,014
| +50% | +$84.3K | 0.05% | 365 |
|
|
2022
Q2 | $201K | Buy |
+2,031
| New | +$201K | 0.04% | 417 |
|
|
2022
Q1 | – | Sell |
-9,367
| Closed | -$973K | – | 482 |
|
|
2021
Q4 | $973K | Buy |
9,367
+2,543
| +37% | +$264K | 0.16% | 153 |
|
|
2021
Q3 | $675K | Hold |
6,824
| – | – | 0.12% | 204 |
|
|
2021
Q2 | $675K | Buy |
6,824
+703
| +11% | +$69.5K | 0.12% | 204 |
|
|
2021
Q1 | $543K | Buy |
6,121
+541
| +10% | +$48K | 0.11% | 221 |
|
|
2020
Q4 | $462K | Buy |
+5,580
| New | +$462K | 0.1% | 239 |
|
|
2020
Q2 | – | Sell |
-2,851
| Closed | -$228K | – | 358 |
|
|
2020
Q1 | $228K | Sell |
2,851
-89,491
| -97% | -$7.16M | 0.01% | 330 |
|
|
2019
Q4 | $7.86M | Sell |
92,342
-8,641
| -9% | -$735K | 0.83% | 23 |
|
|
2019
Q3 | $7.67M | Buy |
100,983
+91,809
| +1,001% | +$6.97M | 0.86% | 21 |
|
|
2019
Q2 | $720K | Buy |
9,174
+116
| +1% | +$9.1K | 0.31% | 94 |
|
|
2019
Q1 | $801K | Sell |
9,058
-127
| -1% | -$11.2K | 0.4% | 71 |
|
|
2018
Q4 | $613K | Buy |
9,185
+223
| +2% | +$14.9K | 0.36% | 81 |
|
|
2018
Q3 | $731K | Buy |
8,962
+117
| +1% | +$9.54K | 0.39% | 67 |
|
|
2018
Q2 | $714K | Sell |
8,845
-2,285
| -21% | -$184K | 0.43% | 64 |
|
|
2018
Q1 | $1.11M | Buy |
11,130
+196
| +2% | +$19.5K | 1.01% | 21 |
|
|
2017
Q4 | $1.16M | Buy |
10,934
+136
| +1% | +$14.4K | 1.12% | 17 |
|
|
2017
Q3 | $1.2M | Buy |
+10,798
| New | +$1.2M | 1.26% | 14 |
|