VFP
Verus Financial Partners’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Sell |
24,367
-781
| -3% | -$139K | 0.44% | 21 |
|
|
2025
Q1 | $4.03M | Buy |
25,148
+223
| +0.9% | +$35.7K | 0.46% | 18 |
|
|
2024
Q4 | $2.92M | Buy |
24,925
+6
| +0% | +$703 | 0.33% | 22 |
|
|
2024
Q3 | $3M | Sell |
24,919
-1,512
| -6% | -$182K | 0.33% | 21 |
|
|
2024
Q2 | $2.68M | Sell |
26,431
-102
| -0.4% | -$10.3K | 0.31% | 22 |
|
|
2024
Q1 | $2.43M | Sell |
26,533
-6,347
| -19% | -$582K | 0.28% | 22 |
|
|
2023
Q4 | $2.99M | Buy |
32,880
+5,793
| +21% | +$526K | 0.37% | 21 |
|
|
2023
Q3 | $2.5M | Buy |
27,087
+9
| +0% | +$830 | 0.33% | 24 |
|
|
2023
Q2 | $2.63M | Sell |
27,078
-4,948
| -15% | -$481K | 0.33% | 24 |
|
|
2023
Q1 | $3.02M | Sell |
32,026
-533
| -2% | -$50.3K | 0.41% | 21 |
|
|
2022
Q4 | $3.39M | Sell |
32,559
-111
| -0.3% | -$11.6K | 0.47% | 22 |
|
|
2022
Q3 | $2.82M | Buy |
32,670
+8
| +0% | +$691 | 0.43% | 18 |
|
|
2022
Q2 | $3.06M | Sell |
32,662
-15
| -0% | -$1.4K | 0.44% | 18 |
|
|
2022
Q1 | $3.28M | Sell |
32,677
-365
| -1% | -$36.7K | 0.47% | 18 |
|
|
2021
Q4 | $3.14M | Sell |
33,042
-363
| -1% | -$34.5K | 0.42% | 18 |
|
|
2021
Q3 | $3.26M | Buy |
33,405
+430
| +1% | +$41.9K | 0.49% | 16 |
|
|
2021
Q2 | $3.13M | Buy |
32,975
+463
| +1% | +$43.9K | 0.48% | 15 |
|
|
2021
Q1 | $2.87M | Sell |
32,512
-1,518
| -4% | -$134K | 0.45% | 17 |
|
|
2020
Q4 | $2.82M | Buy |
+34,030
| New | +$2.82M | 0.48% | 16 |
|
|
2020
Q3 | – | Sell |
-34,924
| Closed | -$2.45M | – | 200 |
|
|
2020
Q2 | $2.45M | Sell |
34,924
-10
| -0% | -$701 | 0.53% | 16 |
|
|
2020
Q1 | $2.55M | Sell |
34,934
-142
| -0.4% | -$10.4K | 0.78% | 15 |
|
|
2019
Q4 | $2.99M | Buy |
35,076
+4,829
| +16% | +$411K | 0.9% | 11 |
|
|
2019
Q3 | $2.3M | Buy |
30,247
+1,408
| +5% | +$107K | 0.75% | 11 |
|
|
2019
Q2 | $2.27M | Sell |
28,839
-301
| -1% | -$23.6K | 0.76% | 12 |
|
|
2019
Q1 | $2.58M | Sell |
29,140
-672
| -2% | -$59.4K | 0.91% | 12 |
|
|
2018
Q4 | $2.43M | Hold |
29,812
| – | – | 0.87% | 11 |
|
|
2018
Q3 | $2.43M | Buy |
29,812
+7
| +0% | +$571 | 0.87% | 11 |
|
|
2018
Q2 | $2.41M | Sell |
29,805
-2,276
| -7% | -$184K | 0.91% | 11 |
|
|
2018
Q1 | $3.19M | Sell |
32,081
-1,379
| -4% | -$137K | 1.21% | 10 |
|
|
2017
Q4 | $3.54M | Buy |
33,460
+980
| +3% | +$104K | 1.29% | 10 |
|
|
2017
Q3 | $3.61M | Sell |
32,480
-1,133
| -3% | -$126K | 1.39% | 10 |
|
|
2017
Q2 | $3.95M | Sell |
33,613
-841
| -2% | -$98.8K | 1.59% | 10 |
|
|
2017
Q1 | $3.89M | Sell |
34,454
-65
| -0.2% | -$7.34K | 1.6% | 10 |
|
|
2016
Q4 | $3.16M | Sell |
34,519
-472
| -1% | -$43.2K | 1.37% | 10 |
|
|
2016
Q3 | $3.4M | Buy |
34,991
+222
| +0.6% | +$21.6K | 1.51% | 10 |
|
|
2016
Q2 | $3.54M | Sell |
34,769
-10
| -0% | -$1.02K | 1.59% | 10 |
|
|
2016
Q1 | $3.41M | Sell |
34,779
-1,131
| -3% | -$111K | 1.57% | 10 |
|
|
2015
Q4 | $3.16M | Buy |
35,910
+28
| +0.1% | +$2.46K | 1.49% | 10 |
|
|
2015
Q3 | $2.85M | Buy |
35,882
+653
| +2% | +$51.8K | 1.52% | 11 |
|
|
2015
Q2 | $2.82M | Sell |
35,229
-342
| -1% | -$27.4K | 1.43% | 11 |
|
|
2015
Q1 | $2.68M | Buy |
35,571
+51
| +0.1% | +$3.84K | 1.36% | 11 |
|
|
2014
Q4 | $2.89M | Buy |
35,520
+873
| +3% | +$71.1K | 1.55% | 11 |
|
|
2014
Q3 | $2.89M | Buy |
34,647
+13
| +0% | +$1.08K | 1.62% | 10 |
|
|
2014
Q2 | $2.92M | Sell |
34,634
-297
| -0.9% | -$25K | 1.63% | 10 |
|
|
2014
Q1 | $2.86M | Sell |
34,931
-497
| -1% | -$40.7K | 1.58% | 9 |
|
|
2013
Q4 | $3.09M | Buy |
35,428
+151
| +0.4% | +$13.2K | 1.61% | 10 |
|
|
2013
Q3 | $3.06M | Buy |
35,277
+803
| +2% | +$69.5K | 1.67% | 11 |
|
|
2013
Q2 | $2.99M | Buy |
+34,474
| New | +$2.99M | 1.7% | 10 |
|