Transamerica Financial 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 | $673K | Sell |
3,698
-972
| -21% | -$177K | 0.06% | 180 |
|
|
2025
Q1 | $742K | Sell |
4,670
-735
| -14% | -$117K | 0.08% | 177 |
|
|
2024
Q4 | $651K | Sell |
5,405
-63
| -1% | -$7.59K | 0.06% | 182 |
|
|
2024
Q3 | $664K | Sell |
5,468
-891
| -14% | -$108K | 0.06% | 184 |
|
|
2024
Q2 | $645K | Hold |
6,359
| – | – | 0.07% | 165 |
|
|
2024
Q1 | $583K | Sell |
6,359
-234
| -4% | -$21.5K | 0.06% | 184 |
|
|
2023
Q4 | $621K | Sell |
6,593
-4,075
| -38% | -$384K | 0.09% | 155 |
|
|
2023
Q3 | $988K | Sell |
10,668
-676
| -6% | -$62.6K | 0.13% | 127 |
|
|
2023
Q2 | $1.11M | Buy |
11,344
+112
| +1% | +$10.9K | 0.14% | 129 |
|
|
2023
Q1 | $1.09M | Buy |
11,232
+470
| +4% | +$45.7K | 0.14% | 116 |
|
|
2022
Q4 | $1.09M | Buy |
10,762
+1,285
| +14% | +$130K | 0.16% | 121 |
|
|
2022
Q3 | $787K | Buy |
9,477
+2,053
| +28% | +$170K | 0.12% | 138 |
|
|
2022
Q2 | $733K | Buy |
7,424
+7,417
| +105,957% | +$732K | 0.1% | 141 |
|
|
2022
Q1 | $1K | Sell |
7
-1
| -13% | -$143 | 0.04% | 96 |
|
|
2021
Q4 | $1K | Buy |
8
+1
| +14% | +$125 | 0.03% | 105 |
|
|
2021
Q3 | $1K | Sell |
7
-1
| -13% | -$143 | 0.03% | 104 |
|
|
2021
Q2 | $1K | Hold |
8
| – | – | 0.02% | 169 |
|
|
2021
Q1 | $1K | Hold |
8
| – | – | 0.02% | 174 |
|
|
2020
Q4 | $1K | Sell |
8
-5
| -38% | -$625 | 0.02% | 166 |
|
|
2020
Q3 | $1K | Sell |
13
-2,512
| -99% | -$193K | 0.02% | 169 |
|
|
2020
Q2 | $177K | Buy |
+2,525
| New | +$177K | 0.04% | 179 |
|
|
2019
Q3 | – | Sell |
-1,489
| Closed | -$117K | – | 412 |
|
|
2019
Q2 | $117K | Buy |
+1,489
| New | +$117K | 0.03% | 217 |
|
|
2019
Q1 | – | Sell |
-470
| Closed | -$32K | – | 367 |
|
|
2018
Q4 | $32K | Buy |
470
+398
| +553% | +$27.1K | 0.01% | 249 |
|
|
2018
Q3 | $6K | Buy |
+72
| New | +$6K | ﹤0.01% | 330 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$10K | – | 627 |
|
|
2016
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 555 |
|
|
2015
Q4 | $9K | Sell |
100
-74
| -43% | -$6.66K | ﹤0.01% | 617 |
|
|
2015
Q3 | $14K | Hold |
174
| – | – | ﹤0.01% | 544 |
|
|
2015
Q2 | $14K | Sell |
174
-11
| -6% | -$885 | ﹤0.01% | 594 |
|
|
2015
Q1 | $14K | Buy |
+185
| New | +$14K | ﹤0.01% | 584 |
|
|
2014
Q3 | – | Sell |
-55
| Closed | -$5K | – | 712 |
|
|
2014
Q2 | $5K | Hold |
55
| – | – | ﹤0.01% | 557 |
|
|
2014
Q1 | $5K | Sell |
55
-3,429
| -98% | -$312K | ﹤0.01% | 517 |
|
|
2013
Q4 | $304K | Buy |
3,484
+208
| +6% | +$18.1K | 0.03% | 204 |
|
|
2013
Q3 | $284K | Sell |
3,276
-92
| -3% | -$7.98K | 0.04% | 200 |
|
|
2013
Q2 | $292K | Buy |
+3,368
| New | +$292K | 0.05% | 171 |
|