TF
Tompkins Financial’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
10,112
-1,576
| -13% | -$287K | 0.17% | 76 |
|
|
2025
Q1 | $1.86M | Hold |
11,688
| – | – | 0.18% | 74 |
|
|
2024
Q4 | $1.41M | Buy |
11,688
+4,910
| +72% | +$591K | 0.13% | 76 |
|
|
2024
Q3 | $823K | Sell |
6,778
-257
| -4% | -$31.2K | 0.08% | 100 |
|
|
2024
Q2 | $713K | Buy |
7,035
+516
| +8% | +$52.3K | 0.07% | 108 |
|
|
2024
Q1 | $597K | Sell |
6,519
-119
| -2% | -$10.9K | 0.07% | 119 |
|
|
2023
Q4 | $625K | Sell |
6,638
-522
| -7% | -$49.1K | 0.08% | 113 |
|
|
2023
Q3 | $663K | Buy |
7,160
+275
| +4% | +$25.5K | 0.1% | 94 |
|
|
2023
Q2 | $672K | Hold |
6,885
| – | – | 0.11% | 103 |
|
|
2023
Q1 | $670K | Sell |
6,885
-323
| -4% | -$31.4K | 0.11% | 105 |
|
|
2022
Q4 | $729K | Hold |
7,208
| – | – | 0.12% | 101 |
|
|
2022
Q3 | $599K | Hold |
7,208
| – | – | 0.1% | 108 |
|
|
2022
Q2 | $712K | Sell |
7,208
-868
| -11% | -$85.7K | 0.11% | 99 |
|
|
2022
Q1 | $759K | Buy |
8,076
+4,873
| +152% | +$458K | 0.11% | 103 |
|
|
2021
Q4 | $304K | Buy |
3,203
+291
| +10% | +$27.6K | 0.05% | 115 |
|
|
2021
Q3 | $276K | Buy |
+2,912
| New | +$276K | 0.05% | 118 |
|
|
2021
Q1 | $336K | Sell |
3,784
-307
| -8% | -$27.3K | 0.06% | 114 |
|
|
2020
Q4 | $339K | Sell |
4,091
-239
| -6% | -$19.8K | 0.06% | 113 |
|
|
2020
Q3 | $325K | Hold |
4,330
| – | – | 0.06% | 123 |
|
|
2020
Q2 | $303K | Buy |
4,330
+600
| +16% | +$42K | 0.06% | 125 |
|
|
2020
Q1 | $272K | Buy |
3,730
+136
| +4% | +$9.92K | 0.06% | 130 |
|
|
2019
Q4 | $306K | Buy |
3,594
+1,629
| +83% | +$139K | 0.06% | 145 |
|
|
2019
Q3 | $149K | Hold |
1,965
| – | – | 0.03% | 160 |
|
|
2019
Q2 | $154K | Hold |
1,965
| – | – | 0.03% | 163 |
|
|
2019
Q1 | $174K | Sell |
1,965
-399
| -17% | -$35.3K | 0.03% | 163 |
|
|
2018
Q4 | $158K | Sell |
2,364
-47
| -2% | -$3.14K | 0.03% | 169 |
|
|
2018
Q3 | $197K | Hold |
2,411
| – | – | 0.04% | 169 |
|
|
2018
Q2 | $195K | Hold |
2,411
| – | – | 0.04% | 172 |
|
|
2018
Q1 | $240K | Buy |
2,411
+1,740
| +259% | +$173K | 0.05% | 164 |
|
|
2017
Q4 | $71K | Buy |
671
+537
| +401% | +$56.8K | 0.02% | 203 |
|
|
2017
Q3 | $15K | Buy |
134
+69
| +106% | +$7.72K | ﹤0.01% | 316 |
|
|
2017
Q2 | $8K | Hold |
65
| – | – | ﹤0.01% | 325 |
|
|
2017
Q1 | $7K | Sell |
65
-231
| -78% | -$24.9K | ﹤0.01% | 323 |
|
|
2016
Q4 | $27K | Hold |
296
| – | – | 0.01% | 261 |
|
|
2016
Q3 | $29K | Sell |
296
-5,080
| -94% | -$498K | 0.01% | 255 |
|
|
2016
Q2 | $547K | Sell |
5,376
-428
| -7% | -$43.5K | 0.16% | 92 |
|
|
2016
Q1 | $569K | Sell |
5,804
-115
| -2% | -$11.3K | 0.18% | 94 |
|
|
2015
Q4 | $520K | Buy |
5,919
+2,028
| +52% | +$178K | 0.17% | 105 |
|
|
2015
Q3 | $309K | Sell |
3,891
-234
| -6% | -$18.6K | 0.1% | 133 |
|
|
2015
Q2 | $331K | Sell |
4,125
-63
| -2% | -$5.06K | 0.09% | 137 |
|
|
2015
Q1 | $315K | Sell |
4,188
-16,973
| -80% | -$1.28M | 0.08% | 140 |
|
|
2014
Q4 | $1.72M | Buy |
21,161
+4,490
| +27% | +$366K | 0.43% | 50 |
|
|
2014
Q3 | $1.39M | Sell |
16,671
-146
| -0.9% | -$12.2K | 0.36% | 59 |
|
|
2014
Q2 | $1.42M | Buy |
16,817
+468
| +3% | +$39.5K | 0.35% | 58 |
|
|
2014
Q1 | $1.34M | Buy |
16,349
+1,751
| +12% | +$143K | 0.34% | 60 |
|
|
2013
Q4 | $1.27M | Buy |
14,598
+873
| +6% | +$76.1K | 0.33% | 64 |
|
|
2013
Q3 | $1.19M | Buy |
13,725
+1,467
| +12% | +$127K | 0.33% | 63 |
|
|
2013
Q2 | $1.06M | Buy |
+12,258
| New | +$1.06M | 0.32% | 66 |
|