Wealth Architects’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 | $1.39M | Sell |
7,634
-40
| -0.5% | -$7.29K | 0.14% | 75 |
|
|
2025
Q1 | $1.22M | Buy |
7,674
+1,621
| +27% | +$257K | 0.13% | 79 |
|
|
2024
Q4 | $729K | Sell |
6,053
-50
| -0.8% | -$6.02K | 0.08% | 100 |
|
|
2024
Q3 | $741K | Hold |
6,103
| – | – | 0.08% | 98 |
|
|
2024
Q2 | $618K | Sell |
6,103
-51
| -0.8% | -$5.17K | 0.08% | 107 |
|
|
2024
Q1 | $564K | Sell |
6,154
-98
| -2% | -$8.98K | 0.07% | 108 |
|
|
2023
Q4 | $588K | Buy |
6,252
+50
| +0.8% | +$4.7K | 0.08% | 103 |
|
|
2023
Q3 | $574K | Buy |
6,202
+62
| +1% | +$5.74K | 0.1% | 96 |
|
|
2023
Q2 | $599K | Sell |
6,140
-407
| -6% | -$39.7K | 0.1% | 91 |
|
|
2023
Q1 | $637K | Buy |
6,547
+299
| +5% | +$29.1K | 0.11% | 82 |
|
|
2022
Q4 | $632K | Sell |
6,248
-166
| -3% | -$16.8K | 0.12% | 81 |
|
|
2022
Q3 | $532K | Sell |
6,414
-311
| -5% | -$25.8K | 0.11% | 82 |
|
|
2022
Q2 | $664K | Sell |
6,725
-63
| -0.9% | -$6.22K | 0.13% | 72 |
|
|
2022
Q1 | $638K | Buy |
6,788
+720
| +12% | +$67.7K | 0.11% | 88 |
|
|
2021
Q4 | $576K | Sell |
6,068
-260
| -4% | -$24.7K | 0.1% | 95 |
|
|
2021
Q3 | $600K | Buy |
6,328
+83
| +1% | +$7.87K | 0.12% | 81 |
|
|
2021
Q2 | $619K | Buy |
6,245
+296
| +5% | +$29.3K | 0.12% | 75 |
|
|
2021
Q1 | $528K | Buy |
5,949
+37
| +0.6% | +$3.28K | 0.11% | 80 |
|
|
2020
Q4 | $489K | Buy |
5,912
+9
| +0.2% | +$744 | 0.11% | 79 |
|
|
2020
Q3 | $443K | Sell |
5,903
-3
| -0.1% | -$225 | 0.12% | 79 |
|
|
2020
Q2 | $414K | Buy |
5,906
+255
| +5% | +$17.9K | 0.12% | 81 |
|
|
2020
Q1 | $412K | Sell |
5,651
-42
| -0.7% | -$3.06K | 0.14% | 74 |
|
|
2019
Q4 | $484K | Sell |
5,693
-130
| -2% | -$11.1K | 0.14% | 67 |
|
|
2019
Q3 | $442K | Buy |
5,823
+17
| +0.3% | +$1.29K | 0.13% | 66 |
|
|
2019
Q2 | $456K | Buy |
5,806
+136
| +2% | +$10.7K | 0.14% | 66 |
|
|
2019
Q1 | $501K | Sell |
5,670
-11
| -0.2% | -$972 | 0.16% | 60 |
|
|
2018
Q4 | $379K | Buy |
5,681
+3
| +0.1% | +$200 | 0.14% | 71 |
|
|
2018
Q3 | $463K | Sell |
5,678
-275
| -5% | -$22.4K | 0.14% | 64 |
|
|
2018
Q2 | $481K | Hold |
5,953
| – | – | 0.16% | 60 |
|
|
2018
Q1 | $592K | Hold |
5,953
| – | – | 0.2% | 48 |
|
|
2017
Q4 | $629K | Hold |
5,953
| – | – | 0.21% | 51 |
|
|
2017
Q3 | $661K | Buy |
5,953
+314
| +6% | +$34.9K | 0.23% | 50 |
|
|
2017
Q2 | $662K | Sell |
5,639
-6
| -0.1% | -$704 | 0.25% | 52 |
|
|
2017
Q1 | $637K | Hold |
5,645
| – | – | 0.25% | 50 |
|
|
2016
Q4 | $516K | Hold |
5,645
| – | – | 0.23% | 55 |
|
|
2016
Q3 | $548K | Hold |
5,645
| – | – | 0.25% | 53 |
|
|
2016
Q2 | $674K | Hold |
5,645
| – | – | 0.33% | 39 |
|
|
2016
Q1 | $554K | Buy |
5,645
+6
| +0.1% | +$589 | 0.28% | 52 |
|
|
2015
Q4 | $496K | Hold |
5,639
| – | – | 0.25% | 62 |
|
|
2015
Q3 | $447K | Hold |
5,639
| – | – | 0.24% | 63 |
|
|
2015
Q2 | $452K | Hold |
5,639
| – | – | 0.24% | 64 |
|
|
2015
Q1 | $425K | Sell |
5,639
-243
| -4% | -$18.3K | 0.24% | 53 |
|
|
2014
Q4 | $479K | Buy |
+5,882
| New | +$479K | 0.28% | 50 |
|