TRUE Private Wealth 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 | $1.11M | Buy |
6,102
+1,875
| +44% | +$341K | 0.12% | 106 |
|
|
2025
Q1 | $671K | Sell |
4,227
-68
| -2% | -$10.8K | 0.08% | 113 |
|
|
2024
Q4 | $517K | Buy |
4,295
+1
| +0% | +$120 | 0.06% | 133 |
|
|
2024
Q3 | $521K | Sell |
4,294
-5,000
| -54% | -$607K | 0.06% | 122 |
|
|
2024
Q2 | $942K | Sell |
9,294
-2,341
| -20% | -$237K | 0.11% | 101 |
|
|
2024
Q1 | $1.07M | Sell |
11,635
-773
| -6% | -$70.8K | 0.12% | 91 |
|
|
2023
Q4 | $1.17M | Sell |
12,408
-11
| -0.1% | -$1.04K | 0.15% | 87 |
|
|
2023
Q3 | $1.15M | Buy |
12,419
+96
| +0.8% | +$8.89K | 0.16% | 83 |
|
|
2023
Q2 | $1.2M | Hold |
12,323
| – | – | 0.18% | 76 |
|
|
2023
Q1 | $1.2M | Hold |
12,323
| – | – | 0.18% | 72 |
|
|
2022
Q4 | $1.25M | Hold |
12,323
| – | – | 0.19% | 62 |
|
|
2022
Q3 | $1.02M | Hold |
12,323
| – | – | 0.15% | 67 |
|
|
2022
Q2 | $1.22M | Hold |
12,323
| – | – | 0.18% | 67 |
|
|
2022
Q1 | $1.24M | Hold |
12,323
| – | – | 0.17% | 75 |
|
|
2021
Q4 | $1.17M | Buy |
12,323
+28
| +0.2% | +$2.66K | 0.17% | 81 |
|
|
2021
Q3 | $1.18M | Hold |
12,295
| – | – | 0.17% | 78 |
|
|
2021
Q2 | $1.23M | Buy |
12,295
+84
| +0.7% | +$8.42K | 0.18% | 76 |
|
|
2021
Q1 | $1.1M | Buy |
12,211
+3,341
| +38% | +$300K | 0.18% | 80 |
|
|
2020
Q4 | $744K | Sell |
8,870
-2,417
| -21% | -$203K | 0.12% | 92 |
|
|
2020
Q3 | $860K | Sell |
11,287
-789
| -7% | -$60.1K | 0.15% | 85 |
|
|
2020
Q2 | $860K | Buy |
12,076
+115
| +1% | +$8.19K | 0.16% | 84 |
|
|
2020
Q1 | $886K | Sell |
11,961
-3,268
| -21% | -$242K | 0.19% | 69 |
|
|
2019
Q4 | $1.31M | Buy |
15,229
+1,453
| +11% | +$125K | 0.2% | 67 |
|
|
2019
Q3 | $1.06M | Buy |
13,776
+32
| +0.2% | +$2.47K | 0.18% | 75 |
|
|
2019
Q2 | $1.09M | Buy |
13,744
+299
| +2% | +$23.8K | 0.19% | 74 |
|
|
2019
Q1 | $1.2M | Sell |
13,445
-47
| -0.3% | -$4.21K | 0.23% | 69 |
|
|
2018
Q4 | $916K | Buy |
13,492
+549
| +4% | +$37.3K | 0.16% | 90 |
|
|
2018
Q3 | $1.07M | Buy |
12,943
+179
| +1% | +$14.8K | 0.15% | 95 |
|
|
2018
Q2 | $1.05M | Buy |
12,764
+664
| +5% | +$54.4K | 0.16% | 91 |
|
|
2018
Q1 | $1.22M | Sell |
12,100
-79
| -0.6% | -$7.93K | 0.21% | 72 |
|
|
2017
Q4 | $1.3M | Buy |
12,179
+3,344
| +38% | +$357K | 0.23% | 66 |
|
|
2017
Q3 | $990K | Buy |
8,835
+4
| +0% | +$448 | 0.22% | 60 |
|
|
2017
Q2 | $1.05M | Buy |
8,831
+526
| +6% | +$62.3K | 0.24% | 55 |
|
|
2017
Q1 | $943K | Sell |
8,305
-569
| -6% | -$64.6K | 0.22% | 59 |
|
|
2016
Q4 | $851K | Buy |
8,874
+1,996
| +29% | +$191K | 0.21% | 65 |
|
|
2016
Q3 | $661K | Buy |
6,878
+1,477
| +27% | +$142K | 0.21% | 69 |
|
|
2016
Q2 | $549K | Sell |
5,401
-409
| -7% | -$41.6K | 0.18% | 68 |
|
|
2016
Q1 | $570K | Buy |
+5,810
| New | +$570K | 0.22% | 59 |
|