United Capital 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 | $10.6M | Buy |
58,257
+2,001
| +4% | +$364K | 0.09% | 185 |
|
|
2025
Q1 | $8.93M | Buy |
56,256
+2,611
| +5% | +$414K | 0.08% | 196 |
|
|
2024
Q4 | $6.46M | Buy |
53,645
+243
| +0.5% | +$29.2K | 0.05% | 226 |
|
|
2024
Q3 | $6.48M | Buy |
53,402
+1,618
| +3% | +$196K | 0.05% | 226 |
|
|
2024
Q2 | $5.25M | Sell |
51,784
-588
| -1% | -$59.6K | 0.05% | 250 |
|
|
2024
Q1 | $4.8M | Sell |
52,372
-1,559
| -3% | -$143K | 0.04% | 290 |
|
|
2023
Q4 | $5.07M | Buy |
53,931
+27,964
| +108% | +$2.63M | 0.04% | 286 |
|
|
2023
Q3 | $2.4M | Sell |
25,967
-1,727
| -6% | -$160K | 0.02% | 401 |
|
|
2023
Q2 | $2.7M | Sell |
27,694
-15,733
| -36% | -$1.54M | 0.01% | 400 |
|
|
2023
Q1 | $4.22M | Sell |
43,427
-3,967
| -8% | -$386K | 0.02% | 337 |
|
|
2022
Q4 | $4.8M | Sell |
47,394
-2,875
| -6% | -$291K | 0.03% | 328 |
|
|
2022
Q3 | $4.17M | Sell |
50,269
-20,400
| -29% | -$1.69M | 0.02% | 349 |
|
|
2022
Q2 | $6.98M | Sell |
70,669
-23,366
| -25% | -$2.31M | 0.04% | 296 |
|
|
2022
Q1 | $8.83M | Sell |
94,035
-3,765
| -4% | -$354K | 0.04% | 295 |
|
|
2021
Q4 | $9.29M | Buy |
97,800
+748
| +0.8% | +$71.1K | 0.04% | 285 |
|
|
2021
Q3 | $9.2M | Sell |
97,052
-7,513
| -7% | -$712K | 0.05% | 289 |
|
|
2021
Q2 | $10.4M | Sell |
104,565
-8,233
| -7% | -$816K | 0.05% | 266 |
|
|
2021
Q1 | $10M | Sell |
112,798
-3,279
| -3% | -$291K | 0.06% | 260 |
|
|
2020
Q4 | $9.61M | Sell |
116,077
-431
| -0.4% | -$35.7K | 0.06% | 261 |
|
|
2020
Q3 | $8.74M | Sell |
116,508
-4,485
| -4% | -$336K | 0.06% | 268 |
|
|
2020
Q2 | $8.48M | Sell |
120,993
-3,510
| -3% | -$246K | 0.06% | 275 |
|
|
2020
Q1 | $9.08M | Buy |
124,503
+2,302
| +2% | +$168K | 0.08% | 251 |
|
|
2019
Q4 | $10.4M | Buy |
122,201
+18,294
| +18% | +$1.56M | 0.07% | 308 |
|
|
2019
Q3 | $7.89M | Sell |
103,907
-27,514
| -21% | -$2.09M | 0.06% | 320 |
|
|
2019
Q2 | $10.3M | Buy |
131,421
+18,009
| +16% | +$1.41M | 0.07% | 293 |
|
|
2019
Q1 | $10M | Buy |
113,412
+27,369
| +32% | +$2.42M | 0.07% | 292 |
|
|
2018
Q4 | $5.79M | Buy |
86,043
+3,575
| +4% | +$240K | 0.05% | 338 |
|
|
2018
Q3 | $6.72M | Sell |
82,468
-4,652
| -5% | -$379K | 0.05% | 379 |
|
|
2018
Q2 | $7.03M | Sell |
87,120
-7,145
| -8% | -$577K | 0.05% | 356 |
|
|
2018
Q1 | $9.37M | Buy |
94,265
+14,078
| +18% | +$1.4M | 0.07% | 304 |
|
|
2017
Q4 | $8.4M | Sell |
80,187
-1,998
| -2% | -$209K | 0.07% | 319 |
|
|
2017
Q3 | $9.12M | Buy |
82,185
+1,951
| +2% | +$217K | 0.08% | 298 |
|
|
2017
Q2 | $9.42M | Buy |
80,234
+1,998
| +3% | +$235K | 0.08% | 278 |
|
|
2017
Q1 | $8.83M | Sell |
78,236
-331
| -0.4% | -$37.4K | 0.08% | 285 |
|
|
2016
Q4 | $7.19M | Buy |
78,567
+539
| +0.7% | +$49.3K | 0.07% | 318 |
|
|
2016
Q3 | $7.59M | Sell |
78,028
-202
| -0.3% | -$19.6K | 0.07% | 316 |
|
|
2016
Q2 | $7.98M | Sell |
78,230
-9,704
| -11% | -$990K | 0.08% | 290 |
|
|
2016
Q1 | $8.63M | Sell |
87,934
-43,630
| -33% | -$4.28M | 0.1% | 234 |
|
|
2015
Q4 | $11.6M | Sell |
131,564
-7,214
| -5% | -$634K | 0.13% | 174 |
|
|
2015
Q3 | $11M | Sell |
138,778
-7,362
| -5% | -$584K | 0.13% | 172 |
|
|
2015
Q2 | $11.7M | Buy |
146,140
+965
| +0.7% | +$77.4K | 0.14% | 177 |
|
|
2015
Q1 | $12.1M | Sell |
145,175
-25,166
| -15% | -$2.1M | 0.15% | 171 |
|
|
2014
Q4 | $13.9M | Buy |
170,341
+17,078
| +11% | +$1.39M | 0.21% | 121 |
|
|
2014
Q3 | $12.8M | Sell |
153,263
-2,562
| -2% | -$214K | 0.22% | 117 |
|
|
2014
Q2 | $13.1M | Sell |
155,825
-15,277
| -9% | -$1.29M | 0.24% | 105 |
|
|
2014
Q1 | $14M | Buy |
171,102
+77,665
| +83% | +$6.36M | 0.3% | 79 |
|
|
2013
Q4 | $8.14M | Sell |
93,437
-26,213
| -22% | -$2.28M | 0.28% | 99 |
|
|
2013
Q3 | $10.4M | Sell |
119,650
-88,248
| -42% | -$7.64M | 0.33% | 67 |
|
|
2013
Q2 | $18M | Buy |
+207,898
| New | +$18M | 0.48% | 52 |
|