WBH Advisory’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 | $995K | Sell |
5,465
-44
| -0.8% | -$8.01K | 0.08% | 165 |
|
|
2025
Q1 | $874K | Buy |
5,509
+1,191
| +28% | +$189K | 0.08% | 165 |
|
|
2024
Q4 | $520K | Buy |
4,318
+27
| +0.6% | +$3.25K | 0.05% | 211 |
|
|
2024
Q3 | $521K | Sell |
4,291
-469
| -10% | -$56.9K | 0.05% | 208 |
|
|
2024
Q2 | $482K | Sell |
4,760
-86
| -2% | -$8.71K | 0.05% | 217 |
|
|
2024
Q1 | $444K | Sell |
4,846
-100
| -2% | -$9.16K | 0.05% | 226 |
|
|
2023
Q4 | $465K | Sell |
4,946
-35
| -0.7% | -$3.29K | 0.05% | 218 |
|
|
2023
Q3 | $461K | Buy |
4,981
+930
| +23% | +$86.1K | 0.06% | 207 |
|
|
2023
Q2 | $395K | Hold |
4,051
| – | – | 0.05% | 227 |
|
|
2023
Q1 | $394K | Buy |
+4,051
| New | +$394K | 0.05% | 226 |
|
|
2022
Q3 | $378K | Hold |
4,551
| – | – | 0.05% | 210 |
|
|
2022
Q2 | $424K | Hold |
4,551
| – | – | 0.06% | 214 |
|
|
2022
Q1 | $466K | Sell |
4,551
-362
| -7% | -$37.1K | 0.06% | 213 |
|
|
2021
Q4 | $467K | Sell |
4,913
-150
| -3% | -$14.3K | 0.05% | 229 |
|
|
2021
Q3 | $480K | Buy |
5,063
+44
| +0.9% | +$4.17K | 0.06% | 208 |
|
|
2021
Q2 | $497K | Sell |
5,019
-142
| -3% | -$14.1K | 0.07% | 181 |
|
|
2021
Q1 | $458K | Hold |
5,161
| – | – | 0.07% | 185 |
|
|
2020
Q4 | $422K | Sell |
5,161
-400
| -7% | -$32.7K | 0.07% | 188 |
|
|
2020
Q3 | $417K | Sell |
5,561
-136
| -2% | -$10.2K | 0.08% | 173 |
|
|
2020
Q2 | $399K | Sell |
5,697
-425
| -7% | -$29.8K | 0.1% | 168 |
|
|
2020
Q1 | $446 | Sell |
6,122
-50
| -0.8% | -$4 | 0.1% | 143 |
|
|
2019
Q4 | $525K | Sell |
6,172
-125
| -2% | -$10.6K | 0.11% | 153 |
|
|
2019
Q3 | $478K | Sell |
6,297
-999
| -14% | -$75.8K | 0.11% | 154 |
|
|
2019
Q2 | $572K | Sell |
7,296
-835
| -10% | -$65.5K | 0.13% | 139 |
|
|
2019
Q1 | $718K | Sell |
8,131
-45
| -0.6% | -$3.97K | 0.17% | 118 |
|
|
2018
Q4 | $545 | Buy |
8,176
+5
| +0.1% | – | 0.13% | 134 |
|
|
2018
Q3 | $666K | Sell |
8,171
-566
| -6% | -$46.1K | 0.16% | 125 |
|
|
2018
Q2 | $705K | Sell |
8,737
-140
| -2% | -$11.3K | 0.18% | 117 |
|
|
2018
Q1 | $882K | Sell |
8,877
-336
| -4% | -$33.4K | 0.24% | 93 |
|
|
2017
Q4 | $973K | Sell |
9,213
-307
| -3% | -$32.4K | 0.26% | 91 |
|
|
2017
Q3 | $1.06M | Sell |
9,520
-28
| -0.3% | -$3.11K | 0.29% | 82 |
|
|
2017
Q2 | $1.12M | Sell |
9,548
-81
| -0.8% | -$9.51K | 0.31% | 75 |
|
|
2017
Q1 | $1.09M | Buy |
9,629
+3
| +0% | +$339 | 0.33% | 71 |
|
|
2016
Q4 | $880K | Hold |
9,626
| – | – | 0.29% | 80 |
|
|
2016
Q3 | $935K | Buy |
9,626
+1,811
| +23% | +$176K | 0.32% | 73 |
|
|
2016
Q2 | $794K | Sell |
7,815
-50
| -0.6% | -$5.08K | 0.31% | 77 |
|
|
2016
Q1 | $771K | Sell |
7,865
-250
| -3% | -$24.5K | 0.26% | 78 |
|
|
2015
Q4 | $713 | Sell |
8,115
-325
| -4% | -$29 | 0.25% | 80 |
|
|
2015
Q3 | $669K | Sell |
8,440
-75
| -0.9% | -$5.95K | 0.28% | 87 |
|
|
2015
Q2 | $682K | Sell |
8,515
-289
| -3% | -$23.1K | 0.27% | 94 |
|
|
2015
Q1 | $663 | Sell |
8,804
-30
| -0.3% | -$2 | 0.19% | 96 |
|
|
2014
Q4 | $719K | Sell |
8,834
-199
| -2% | -$16.2K | 0.27% | 88 |
|
|
2014
Q3 | $753K | Sell |
9,033
-209
| -2% | -$17.4K | 0.26% | 86 |
|
|
2014
Q2 | $779K | Sell |
9,242
-39
| -0.4% | -$3.29K | 0.29% | 87 |
|
|
2014
Q1 | $759K | Sell |
9,281
-10,776
| -54% | -$881K | 0.3% | 84 |
|
|
2013
Q4 | $1.75M | Buy |
20,057
+351
| +2% | +$30.6K | 0.7% | 31 |
|
|
2013
Q3 | $1.71M | Sell |
19,706
-198
| -1% | -$17.1K | 0.76% | 27 |
|
|
2013
Q2 | $1.72M | Buy |
+19,904
| New | +$1.72M | 0.8% | 30 |
|