Vaughan & Co Securities’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 | $1.54M | Sell |
8,448
-60
| -0.7% | -$10.9K | 0.88% | 13 |
|
|
2025
Q1 | $1.35M | Sell |
8,508
-1,150
| -12% | -$183K | 0.84% | 14 |
|
|
2024
Q4 | $1.16M | Sell |
9,658
-297
| -3% | -$35.7K | 0.7% | 17 |
|
|
2024
Q3 | $1.21M | Sell |
9,955
-102
| -1% | -$12.4K | 0.71% | 16 |
|
|
2024
Q2 | $1.02M | Buy |
10,057
+660
| +7% | +$66.9K | 0.64% | 17 |
|
|
2024
Q1 | $861K | Sell |
9,397
-48
| -0.5% | -$4.4K | 0.55% | 19 |
|
|
2023
Q4 | $889K | Buy |
9,445
+78
| +0.8% | +$7.34K | 0.6% | 18 |
|
|
2023
Q3 | $867K | Sell |
9,367
-52
| -0.6% | -$4.81K | 0.64% | 18 |
|
|
2023
Q2 | $919K | Sell |
9,419
-20
| -0.2% | -$1.95K | 0.65% | 17 |
|
|
2023
Q1 | $918K | Sell |
9,439
-132
| -1% | -$12.8K | 0.68% | 15 |
|
|
2022
Q4 | $969K | Sell |
9,571
-208
| -2% | -$21.1K | 0.77% | 15 |
|
|
2022
Q3 | $812K | Sell |
9,779
-45
| -0.5% | -$3.74K | 0.7% | 14 |
|
|
2022
Q2 | $970K | Hold |
9,824
| – | – | 0.78% | 14 |
|
|
2022
Q1 | $923K | Sell |
9,824
-63
| -0.6% | -$5.92K | 0.64% | 17 |
|
|
2021
Q4 | $939K | Buy |
9,887
+3,032
| +44% | +$288K | 0.64% | 14 |
|
|
2021
Q3 | $650K | Sell |
6,855
-101
| -1% | -$9.58K | 0.49% | 29 |
|
|
2021
Q2 | $689K | Sell |
6,956
-156
| -2% | -$15.5K | 0.51% | 25 |
|
|
2021
Q1 | $631K | Hold |
7,112
| – | – | 0.51% | 27 |
|
|
2020
Q4 | $589K | Sell |
7,112
-269
| -4% | -$22.3K | 0.52% | 19 |
|
|
2020
Q3 | $554K | Sell |
7,381
-160
| -2% | -$12K | 0.58% | 17 |
|
|
2020
Q2 | $528K | Hold |
7,541
| – | – | 0.58% | 18 |
|
|
2020
Q1 | $550K | Hold |
7,541
| – | – | 0.7% | 13 |
|
|
2019
Q4 | $642K | Buy |
+7,541
| New | +$642K | 0.58% | 22 |
|