Tandem Investment Advisors’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 | $384K | Buy |
2,106
+25
| +1% | +$4.56K | 0.01% | 54 |
|
|
2025
Q1 | $330K | Buy |
2,081
+77
| +4% | +$12.2K | 0.01% | 59 |
|
|
2024
Q4 | $241K | Sell |
2,004
-26
| -1% | -$3.13K | 0.01% | 69 |
|
|
2024
Q3 | $246K | Buy |
2,030
+26
| +1% | +$3.15K | 0.01% | 75 |
|
|
2024
Q2 | $203K | Sell |
2,004
-314
| -14% | -$31.8K | 0.01% | 80 |
|
|
2024
Q1 | $212K | Buy |
2,318
+112
| +5% | +$10.2K | 0.01% | 83 |
|
|
2023
Q4 | $208K | Sell |
2,206
-65
| -3% | -$6.13K | 0.01% | 79 |
|
|
2023
Q3 | $210K | Buy |
+2,271
| New | +$210K | 0.01% | 74 |
|
|
2022
Q1 | – | Sell |
-2,304
| Closed | -$219K | – | 82 |
|
|
2021
Q4 | $219K | Buy |
+2,304
| New | +$219K | 0.01% | 77 |
|
|
2021
Q1 | – | Sell |
-3,869
| Closed | -$320K | – | 75 |
|
|
2020
Q4 | $320K | Buy |
3,869
+549
| +17% | +$45.4K | 0.03% | 58 |
|
|
2020
Q3 | $249K | Sell |
3,320
-241
| -7% | -$18.1K | 0.03% | 62 |
|
|
2020
Q2 | $249K | Buy |
+3,561
| New | +$249K | 0.03% | 61 |
|
|
2020
Q1 | – | Sell |
-3,430
| Closed | -$292K | – | 71 |
|
|
2019
Q4 | $292K | Hold |
3,430
| – | – | 0.05% | 56 |
|
|
2019
Q3 | $260K | Sell |
3,430
-337
| -9% | -$25.5K | 0.05% | 53 |
|
|
2019
Q2 | $296K | Sell |
3,767
-38
| -1% | -$2.99K | 0.06% | 53 |
|
|
2019
Q1 | $336K | Sell |
3,805
-388
| -9% | -$34.3K | 0.07% | 53 |
|
|
2018
Q4 | $280K | Buy |
4,193
+628
| +18% | +$41.9K | 0.07% | 58 |
|
|
2018
Q3 | $291K | Sell |
3,565
-271
| -7% | -$22.1K | 0.08% | 54 |
|
|
2018
Q2 | $310K | Buy |
3,836
+221
| +6% | +$17.9K | 0.09% | 49 |
|
|
2018
Q1 | $359K | Sell |
3,615
-1,068
| -23% | -$106K | 0.12% | 46 |
|
|
2017
Q4 | $495K | Buy |
4,683
+95
| +2% | +$10K | 0.17% | 44 |
|
|
2017
Q3 | $509K | Sell |
4,588
-533
| -10% | -$59.1K | 0.19% | 43 |
|
|
2017
Q2 | $601K | Buy |
5,121
+744
| +17% | +$87.3K | 0.24% | 45 |
|
|
2017
Q1 | $494K | Sell |
4,377
-1,623
| -27% | -$183K | 0.22% | 46 |
|
|
2016
Q4 | $549K | Buy |
+6,000
| New | +$549K | 0.26% | 47 |
|