Valeo 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 | $7.57M | Buy |
41,545
+420
| +1% | +$76.5K | 0.19% | 60 |
|
|
2025
Q1 | $6.53M | Buy |
41,125
+935
| +2% | +$148K | 0.18% | 63 |
|
|
2024
Q4 | $4.84M | Buy |
40,190
+281
| +0.7% | +$33.8K | 0.13% | 76 |
|
|
2024
Q3 | $4.84M | Sell |
39,909
-4,183
| -9% | -$508K | 0.14% | 75 |
|
|
2024
Q2 | $4.47M | Sell |
44,092
-313
| -0.7% | -$31.7K | 0.14% | 74 |
|
|
2024
Q1 | $4.4M | Sell |
44,405
-5,744
| -11% | -$569K | 0.16% | 67 |
|
|
2023
Q4 | $4.72M | Buy |
50,149
+2,089
| +4% | +$197K | 0.19% | 67 |
|
|
2023
Q3 | $4.45M | Sell |
48,060
-346
| -0.7% | -$32K | 0.2% | 65 |
|
|
2023
Q2 | $4.73M | Buy |
48,406
+3,265
| +7% | +$319K | 0.22% | 62 |
|
|
2023
Q1 | $4.39M | Buy |
45,141
+2,058
| +5% | +$200K | 0.21% | 69 |
|
|
2022
Q4 | $4.36M | Buy |
43,083
+6,351
| +17% | +$643K | 0.24% | 64 |
|
|
2022
Q3 | $3.05M | Buy |
36,732
+768
| +2% | +$63.7K | 0.19% | 72 |
|
|
2022
Q2 | $3.55M | Sell |
35,964
-1,712
| -5% | -$169K | 0.22% | 67 |
|
|
2022
Q1 | $3.54M | Buy |
37,676
+1,653
| +5% | +$155K | 0.18% | 78 |
|
|
2021
Q4 | $3.42M | Sell |
36,023
-57
| -0.2% | -$5.42K | 0.19% | 73 |
|
|
2021
Q3 | $3.42M | Sell |
36,080
-701
| -2% | -$66.4K | 0.2% | 72 |
|
|
2021
Q2 | $3.65M | Buy |
36,781
+567
| +2% | +$56.2K | 0.22% | 69 |
|
|
2021
Q1 | $3.21M | Buy |
36,214
+5,709
| +19% | +$507K | 0.15% | 83 |
|
|
2020
Q4 | $2.53M | Buy |
30,505
+3,979
| +15% | +$329K | 0.13% | 88 |
|
|
2020
Q3 | $1.99M | Buy |
26,526
+4,533
| +21% | +$340K | 0.17% | 84 |
|
|
2020
Q2 | $1.54M | Sell |
21,993
-2,251
| -9% | -$158K | 0.14% | 99 |
|
|
2020
Q1 | $1.83M | Buy |
24,244
+427
| +2% | +$32.2K | 0.19% | 76 |
|
|
2019
Q4 | $2.03M | Buy |
23,817
+2,086
| +10% | +$178K | 0.2% | 81 |
|
|
2019
Q3 | $1.65M | Buy |
21,731
+2,188
| +11% | +$166K | 0.18% | 81 |
|
|
2019
Q2 | $1.54M | Sell |
19,543
-1,175
| -6% | -$92.3K | 0.18% | 86 |
|
|
2019
Q1 | $1.83M | Sell |
20,718
-1,537
| -7% | -$136K | 0.22% | 76 |
|
|
2018
Q4 | $1.49M | Sell |
22,255
-376
| -2% | -$25.1K | 0.21% | 79 |
|
|
2018
Q3 | $2M | Sell |
22,631
-29
| -0.1% | -$2.56K | 0.27% | 59 |
|
|
2018
Q2 | $1.86M | Buy |
22,660
+1,815
| +9% | +$149K | 0.26% | 61 |
|
|
2018
Q1 | $2.07M | Buy |
20,845
+473
| +2% | +$47K | 0.33% | 58 |
|
|
2017
Q4 | $2.15M | Buy |
20,372
+3,152
| +18% | +$333K | 0.35% | 61 |
|
|
2017
Q3 | $1.91M | Buy |
+17,220
| New | +$1.91M | 0.43% | 53 |
|