Washington Trust 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 | $965K | Hold |
5,300
| – | – | 0.08% | 103 |
|
|
2025
Q1 | $841K | Sell |
5,300
-10
| -0.2% | -$1.59K | 0.07% | 105 |
|
|
2024
Q4 | $639K | Sell |
5,310
-308
| -5% | -$37.1K | 0.05% | 119 |
|
|
2024
Q3 | $682K | Sell |
5,618
-1,030
| -15% | -$125K | 0.06% | 114 |
|
|
2024
Q2 | $674K | Sell |
6,648
-2,350
| -26% | -$238K | 0.06% | 109 |
|
|
2024
Q1 | $824K | Sell |
8,998
-800
| -8% | -$73.3K | 0.08% | 104 |
|
|
2023
Q4 | $922K | Sell |
9,798
-800
| -8% | -$75.3K | 0.09% | 101 |
|
|
2023
Q3 | $981K | Hold |
10,598
| – | – | 0.1% | 90 |
|
|
2023
Q2 | $1.03M | Sell |
10,598
-800
| -7% | -$78.1K | 0.1% | 95 |
|
|
2023
Q1 | $1.11M | Sell |
11,398
-260
| -2% | -$25.3K | 0.11% | 86 |
|
|
2022
Q4 | $1.18M | Sell |
11,658
-776
| -6% | -$78.5K | 0.13% | 84 |
|
|
2022
Q3 | $1.03M | Hold |
12,434
| – | – | 0.1% | 103 |
|
|
2022
Q2 | $1.23M | Sell |
12,434
-277
| -2% | -$27.4K | 0.11% | 101 |
|
|
2022
Q1 | $1.19M | Sell |
12,711
-6,267
| -33% | -$589K | 0.08% | 105 |
|
|
2021
Q4 | $1.8M | Buy |
+18,978
| New | +$1.8M | 0.12% | 93 |
|