Toth Financial Advisory’s Philip Morris PM Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $513K | Hold | 
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| 
        
          
      
        2025
         Q2  | $576K | Sell | 
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| 
        
          
      
        2025
         Q1  | $506K | Sell | 
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| 
        
          
      
        2024
         Q4  | $387K | Sell | 
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| 
        
          
      
        2024
         Q3  | $451K | Sell | 
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| 
        
          
      
        2024
         Q2  | $405K | Sell | 
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| 
        
          
      
        2024
         Q1  | $368K | Sell | 
         | 
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| 
        
          
      
        2023
         Q4  | $381K | Sell | 
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| 
        
          
      
        2023
         Q3  | $386K | Buy | 
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| 
        
          
      
        2023
         Q2  | $393K | Sell | 
         | 
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| 
        
          
      
        2023
         Q1  | $392K | Hold | 
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| 
        
          
      
        2022
         Q4  | $407K | Sell | 
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| 
        
          
      
        2022
         Q3  | $362K | Sell | 
         | 
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| 
        
          
      
        2022
         Q2  | $873K | Buy | 
         | 
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| 
        
          
      
        2022
         Q1  | $416K | Sell | 
         | 
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| 
        
          
      
        2021
         Q4  | $428K | Sell | 
         | 
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| 
        
          
      
        2021
         Q3  | $438K | Sell | 
         | 
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| 
        
          
      
        2021
         Q2  | $466K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $444K | Sell | 
         | 
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| 
        
          
      
        2020
         Q4  | $443K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $371K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $403K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $438K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $573K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $524K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $545K | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $620K | Buy | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $466K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $619K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $619K | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $774K | Buy | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $777K | Sell | 
         | 
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| 
        
          
      
        2017
         Q3  | $853K | Sell | 
         | 
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| 
        
          
      
        2017
         Q2  | $925K | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $889K | Sell | 
         | 
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| 
        
          
      
        2016
         Q4  | $739K | Sell | 
         | 
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| 
        
          
      
        2016
         Q3  | $801K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q2  | $825K | Buy | 
         | 
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| 
        
          
      
        2016
         Q1  | $792K | Sell | 
         | 
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| 
        
          
      
        2015
         Q4  | $717K | Sell | 
         | 
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| 
        
          
      
        2015
         Q3  | $656K | Hold | 
         | 
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| 
        
          
      
        2015
         Q2  | $663K | Hold | 
         | 
    |||||
| 
        
          
      
        2015
         Q1  | $623K | Sell | 
         | 
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| 
        
          
      
        2014
         Q4  | $681K | Hold | 
         | 
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| 
        
          
      
        2014
         Q3  | $697K | Sell | 
         | 
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| 
        
          
      
        2014
         Q2  | $722K | Hold | 
         | 
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| 
        
          
      
        2014
         Q1  | $701K | Sell | 
         | 
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| 
        
          
      
        2013
         Q4  | $780K | Sell | 
         | 
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| 
        
          
      
        2013
         Q3  | $791K | Hold | 
         | 
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| 
        
          
      
        2013
         Q2  | $791K | Buy | 
         |