Texas Yale Capital Corp’s Philip Morris PM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.56M Buy
21,523
+100
+0.5% +$17.4K 0.1% 130
2025
Q4
$3.44M Buy
21,423
+965
+5% +$150K 0.1% 133
2025
Q3
$3.32M Sell
20,458
-470
-2% -$79.1K 0.1% 139
2025
Q2
$3.81M Hold
20,928
0.12% 115
2025
Q1
$3.32M Sell
20,928
-600
-3% -$85K 0.14% 130
2024
Q4
$2.59M Hold
21,528
0.1% 156
2024
Q3
$2.61M Buy
21,528
+500
+2% +$58.1K 0.11% 154
2024
Q2
$2.13M Hold
21,028
0.1% 167
2024
Q1
$1.93M Hold
21,028
0.09% 177
2023
Q4
$1.98M Sell
21,028
-1,225
-6% -$113K 0.09% 170
2023
Q3
$2.06M Buy
22,253
+1,225
+6% +$118K 0.09% 148
2023
Q2
$2.05M Sell
21,028
-7,588
-27% -$725K 0.1% 164
2023
Q1
$2.78M Buy
28,616
+7,300
+34% +$727K 0.14% 117
2022
Q4
$2.16M Hold
21,316
0.12% 149
2022
Q3
$1.77M Hold
21,316
0.11% 161
2022
Q2
$2.1M Hold
21,316
0.14% 144
2022
Q1
$2M Hold
21,316
0.11% 171
2021
Q4
$2.02M Buy
21,316
+435
+2% +$40.7K 0.1% 172
2021
Q3
$1.98M Hold
20,881
0.11% 167
2021
Q2
$2.07M Buy
20,881
+475
+2% +$45.6K 0.12% 155
2021
Q1
$1.81M Sell
20,406
-1,640
-7% -$139K 0.11% 166
2020
Q4
$1.82M Hold
22,046
0.12% 159
2020
Q3
$1.65M Hold
22,046
0.13% 155
2020
Q2
$1.54M Sell
22,046
-137
-0.6% -$9.99K 0.13% 157
2020
Q1
$1.62M Buy
22,183
+4,085
+23% +$336K 0.16% 131
2019
Q4
$1.54M Buy
18,098
+1,085
+6% +$89.4K 0.11% 181
2019
Q3
$1.29M Hold
17,013
0.09% 201
2019
Q2
$1.34M Sell
17,013
-17,013
-50% -$1.41M 0.1% 197
2019
Q1
$3.01M Buy
34,026
+17,013
+100% +$1.37M 0.12% 173
2018
Q4
$1.14M Hold
17,013
0.1% 191
2018
Q3
$1.39M Sell
17,013
-450
-3% -$36.9K 0.11% 184
2018
Q2
$1.41M Sell
17,463
-2,055
-11% -$174K 0.12% 168
2018
Q1
$1.94M Hold
19,518
0.17% 116
2017
Q4
$2.06M Buy
19,518
+675
+4% +$71.9K 0.18% 106
2017
Q3
$2.09M Sell
18,843
-412
-2% -$47.9K 0.18% 103
2017
Q2
$2.26M Buy
19,255
+22
+0.1% +$2.55K 0.2% 94
2017
Q1
$2.17M Hold
19,233
0.19% 96
2016
Q4
$1.76M Sell
19,233
-1,735
-8% -$161K 0.17% 115
2016
Q3
$2.04M Hold
20,968
0.2% 104
2016
Q2
$2.13M Buy
20,968
+3,140
+18% +$313K 0.21% 96
2016
Q1
$1.75M Sell
17,828
-3,485
-16% -$320K 0.18% 110
2015
Q4
$1.87M Buy
21,313
+780
+4% +$67.7K 0.18% 103
2015
Q3
$1.63M Buy
20,533
+1,045
+5% +$86K 0.15% 119
2015
Q2
$1.56M Sell
19,488
-215
-1% -$17.7K 0.13% 140
2015
Q1
$1.48M Hold
19,703
0.12% 146
2014
Q4
$1.6M Sell
19,703
-2,365
-11% -$203K 0.14% 112
2014
Q3
$1.84M Buy
22,068
+2,245
+11% +$190K 0.17% 95
2014
Q2
$1.67M Buy
19,823
+250
+1% +$21.5K 0.21% 102
2014
Q1
$1.6M Buy
19,573
+950
+5% +$76.8K 0.22% 96
2013
Q4
$1.62M Sell
18,623
-1,862
-9% -$163K 0.25% 89
2013
Q3
$1.77M Hold
20,485
0.3% 78
2013
Q2
$1.77M Buy
+20,485
New +$1.9M 0.31% 76

Other funds holding PM