Univest Financial’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 | $14.3M | Buy |
78,737
+9,531
| +14% | +$1.74M | 0.86% | 22 |
|
|
2025
Q1 | $11M | Buy |
69,206
+64,829
| +1,481% | +$10.3M | 0.72% | 36 |
|
|
2024
Q4 | $527K | Sell |
4,377
-127
| -3% | -$15.3K | 0.03% | 196 |
|
|
2024
Q3 | $547K | Buy |
4,504
+614
| +16% | +$74.6K | 0.04% | 191 |
|
|
2024
Q2 | $394K | Hold |
3,890
| – | – | 0.11% | 84 |
|
|
2024
Q1 | $356K | Hold |
3,890
| – | – | 0.1% | 81 |
|
|
2023
Q4 | $366K | Hold |
3,890
| – | – | 0.11% | 77 |
|
|
2023
Q3 | $360K | Sell |
3,890
-1,221
| -24% | -$113K | 0.12% | 72 |
|
|
2023
Q2 | $499K | Hold |
5,111
| – | – | 0.15% | 63 |
|
|
2023
Q1 | $497K | Buy |
5,111
+1,221
| +31% | +$119K | 0.16% | 60 |
|
|
2022
Q4 | $394K | Hold |
3,890
| – | – | 0.12% | 74 |
|
|
2022
Q3 | $323K | Hold |
3,890
| – | – | 0.11% | 80 |
|
|
2022
Q2 | $384K | Sell |
3,890
-35
| -0.9% | -$3.46K | 0.13% | 71 |
|
|
2022
Q1 | $368K | Sell |
3,925
-25
| -0.6% | -$2.34K | 0.1% | 76 |
|
|
2021
Q4 | $375K | Buy |
3,950
+60
| +2% | +$5.7K | 0.1% | 80 |
|
|
2021
Q3 | $369K | Hold |
3,890
| – | – | 0.1% | 78 |
|
|
2021
Q2 | $385K | Hold |
3,890
| – | – | 0.11% | 77 |
|
|
2021
Q1 | $346K | Hold |
3,890
| – | – | 0.1% | 85 |
|
|
2020
Q4 | $322K | Sell |
3,890
-125
| -3% | -$10.3K | 0.09% | 88 |
|
|
2020
Q3 | $301K | Hold |
4,015
| – | – | 0.1% | 84 |
|
|
2020
Q2 | $281K | Sell |
4,015
-108
| -3% | -$7.56K | 0.09% | 88 |
|
|
2020
Q1 | $301K | Sell |
4,123
-30,978
| -88% | -$2.26M | 0.12% | 89 |
|
|
2019
Q4 | $3.21M | Buy |
35,101
+30,978
| +751% | +$2.83M | 1.36% | 34 |
|
|
2019
Q3 | $313K | Buy |
4,123
+108
| +3% | +$8.2K | 0.1% | 91 |
|
|
2019
Q2 | $315K | Hold |
4,015
| – | – | 0.1% | 94 |
|
|
2019
Q1 | $355K | Hold |
4,015
| – | – | 0.12% | 91 |
|
|
2018
Q4 | $268K | Sell |
4,015
-645
| -14% | -$43.1K | 0.1% | 106 |
|
|
2018
Q3 | $380K | Sell |
4,660
-475
| -9% | -$38.7K | 0.12% | 85 |
|
|
2018
Q2 | $415K | Sell |
5,135
-3,285
| -39% | -$265K | 0.17% | 75 |
|
|
2018
Q1 | $837K | Sell |
8,420
-20,234
| -71% | -$2.01M | 0.36% | 53 |
|
|
2017
Q4 | $3.03M | Buy |
28,654
+961
| +3% | +$102K | 1.22% | 42 |
|
|
2017
Q3 | $3.07M | Sell |
27,693
-2,313
| -8% | -$257K | 1.3% | 39 |
|
|
2017
Q2 | $3.52M | Sell |
30,006
-311
| -1% | -$36.5K | 1.48% | 34 |
|
|
2017
Q1 | $3.42M | Sell |
30,317
-4,784
| -14% | -$540K | 1.5% | 33 |
|
|
2016
Q4 | $3.21M | Sell |
35,101
-568
| -2% | -$52K | 1.36% | 34 |
|
|
2016
Q3 | $3.47M | Buy |
35,669
+451
| +1% | +$43.9K | 1.57% | 24 |
|
|
2016
Q2 | $3.58M | Sell |
35,218
-1,358
| -4% | -$138K | 1.63% | 22 |
|
|
2016
Q1 | $3.59M | Buy |
36,576
+9,978
| +38% | +$979K | 1.63% | 23 |
|
|
2015
Q4 | $2.34M | Buy |
26,598
+179
| +0.7% | +$15.7K | 1.07% | 49 |
|
|
2015
Q3 | $2.1M | Sell |
26,419
-492
| -2% | -$39K | 1.03% | 49 |
|
|
2015
Q2 | $2.16M | Buy |
26,911
+1,039
| +4% | +$83.3K | 0.99% | 54 |
|
|
2015
Q1 | $1.95M | Buy |
25,872
+461
| +2% | +$34.7K | 0.88% | 57 |
|
|
2014
Q4 | $2.07M | Buy |
25,411
+3,124
| +14% | +$254K | 0.91% | 56 |
|
|
2014
Q3 | $1.86M | Buy |
22,287
+1,742
| +8% | +$145K | 0.87% | 56 |
|
|
2014
Q2 | $1.73M | Sell |
20,545
-418
| -2% | -$35.2K | 0.82% | 56 |
|
|
2014
Q1 | $1.72M | Sell |
20,963
-3,968
| -16% | -$325K | 0.86% | 56 |
|
|
2013
Q4 | $2.17M | Sell |
24,931
-684
| -3% | -$59.6K | 1.07% | 49 |
|
|
2013
Q3 | $2.22M | Buy |
25,615
+646
| +3% | +$55.9K | 1.18% | 49 |
|
|
2013
Q2 | $2.16M | Buy |
+24,969
| New | +$2.16M | 1.19% | 49 |
|