Wambolt & Associates’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 | $1.11M | Buy |
6,234
+9
| +0.1% | +$1.6K | 0.37% | 77 |
|
|
2025
Q1 | $984K | Sell |
6,225
-9
| -0.1% | -$1.42K | 0.33% | 85 |
|
|
2024
Q4 | $750K | Sell |
6,234
-717
| -10% | -$86.3K | 0.24% | 99 |
|
|
2024
Q3 | $838K | Sell |
6,951
-58
| -0.8% | -$6.99K | 0.23% | 96 |
|
|
2024
Q2 | $710K | Buy |
7,009
+15
| +0.2% | +$1.52K | 0.21% | 107 |
|
|
2024
Q1 | $640K | Sell |
6,994
-10
| -0.1% | -$914 | 0.19% | 118 |
|
|
2023
Q4 | $659K | Sell |
7,004
-59
| -0.8% | -$5.55K | 0.22% | 135 |
|
|
2023
Q3 | $646K | Buy |
7,063
+828
| +13% | +$75.7K | 0.23% | 139 |
|
|
2023
Q2 | $609K | Sell |
6,235
-256
| -4% | -$25K | 0.22% | 144 |
|
|
2023
Q1 | $635K | Buy |
6,491
+16
| +0.2% | +$1.57K | 0.23% | 141 |
|
|
2022
Q4 | $655K | Buy |
6,475
+38
| +0.6% | +$3.85K | 0.25% | 127 |
|
|
2022
Q3 | $534K | Buy |
6,437
+16
| +0.2% | +$1.33K | 0.23% | 135 |
|
|
2022
Q2 | $634K | Buy |
6,421
+10
| +0.2% | +$987 | 0.25% | 129 |
|
|
2022
Q1 | $620K | Buy |
6,411
+16
| +0.3% | +$1.55K | 0.23% | 138 |
|
|
2021
Q4 | $607K | Buy |
6,395
+18
| +0.3% | +$1.71K | 0.22% | 137 |
|
|
2021
Q3 | $613K | Buy |
6,377
+14
| +0.2% | +$1.35K | 0.25% | 132 |
|
|
2021
Q2 | $636K | Buy |
6,363
+392
| +7% | +$39.2K | 0.27% | 123 |
|
|
2021
Q1 | $526K | Sell |
5,971
-141
| -2% | -$12.4K | 0.27% | 121 |
|
|
2020
Q4 | $506K | Sell |
6,112
-431
| -7% | -$35.7K | 0.3% | 114 |
|
|
2020
Q3 | $491K | Sell |
6,543
-129
| -2% | -$9.68K | 0.37% | 95 |
|
|
2020
Q2 | $467K | Buy |
6,672
+25
| +0.4% | +$1.75K | 0.37% | 99 |
|
|
2020
Q1 | $485K | Sell |
6,647
-160
| -2% | -$11.7K | 0.5% | 65 |
|
|
2019
Q4 | $579K | Buy |
6,807
+61
| +0.9% | +$5.19K | 0.44% | 74 |
|
|
2019
Q3 | $512K | Buy |
6,746
+56
| +0.8% | +$4.25K | 0.42% | 78 |
|
|
2019
Q2 | $525K | Buy |
6,690
+20
| +0.3% | +$1.57K | 0.44% | 71 |
|
|
2019
Q1 | $573K | Buy |
6,670
+25
| +0.4% | +$2.15K | 0.52% | 61 |
|
|
2018
Q4 | $444K | Buy |
+6,645
| New | +$444K | 0.49% | 64 |
|