Wealthcare Advisory Partners’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 | $3.16M | Buy |
17,371
+553
| +3% | +$101K | 0.07% | 231 |
|
|
2025
Q1 | $2.67M | Buy |
16,818
+203
| +1% | +$32.2K | 0.07% | 234 |
|
|
2024
Q4 | $2M | Sell |
16,615
-100
| -0.6% | -$12K | 0.06% | 272 |
|
|
2024
Q3 | $2.03M | Buy |
16,715
+5,356
| +47% | +$650K | 0.06% | 269 |
|
|
2024
Q2 | $1.15M | Buy |
11,359
+837
| +8% | +$84.8K | 0.04% | 345 |
|
|
2024
Q1 | $964K | Buy |
10,522
+848
| +9% | +$77.7K | 0.03% | 377 |
|
|
2023
Q4 | $910K | Buy |
9,674
+1,217
| +14% | +$114K | 0.04% | 334 |
|
|
2023
Q3 | $783K | Buy |
8,457
+348
| +4% | +$32.2K | 0.04% | 327 |
|
|
2023
Q2 | $792K | Sell |
8,109
-861
| -10% | -$84.1K | 0.04% | 342 |
|
|
2023
Q1 | $872K | Buy |
8,970
+126
| +1% | +$12.3K | 0.04% | 318 |
|
|
2022
Q4 | $895K | Buy |
8,844
+793
| +10% | +$80.3K | 0.04% | 297 |
|
|
2022
Q3 | $668K | Sell |
8,051
-56
| -0.7% | -$4.65K | 0.04% | 292 |
|
|
2022
Q2 | $800K | Buy |
8,107
+193
| +2% | +$19K | 0.05% | 239 |
|
|
2022
Q1 | $743K | Buy |
7,914
+314
| +4% | +$29.5K | 0.05% | 242 |
|
|
2021
Q4 | $722K | Buy |
7,600
+993
| +15% | +$94.3K | 0.04% | 251 |
|
|
2021
Q3 | $626K | Buy |
6,607
+412
| +7% | +$39K | 0.04% | 278 |
|
|
2021
Q2 | $614K | Sell |
6,195
-243
| -4% | -$24.1K | 0.04% | 275 |
|
|
2021
Q1 | $571K | Buy |
6,438
+1,118
| +21% | +$99.2K | 0.04% | 265 |
|
|
2020
Q4 | $440K | Buy |
5,320
+389
| +8% | +$32.2K | 0.04% | 255 |
|
|
2020
Q3 | $370K | Buy |
4,931
+220
| +5% | +$16.5K | 0.04% | 248 |
|
|
2020
Q2 | $330K | Sell |
4,711
-50
| -1% | -$3.5K | 0.04% | 227 |
|
|
2020
Q1 | $347K | Sell |
4,761
-1,709
| -26% | -$125K | 0.05% | 199 |
|
|
2019
Q4 | $551K | Sell |
6,470
-278
| -4% | -$23.7K | 0.07% | 166 |
|
|
2019
Q3 | $512K | Buy |
6,748
+430
| +7% | +$32.6K | 0.07% | 147 |
|
|
2019
Q2 | $496K | Buy |
6,318
+515
| +9% | +$40.4K | 0.08% | 145 |
|
|
2019
Q1 | $513K | Buy |
5,803
+229
| +4% | +$20.2K | 0.09% | 132 |
|
|
2018
Q4 | $372K | Buy |
5,574
+157
| +3% | +$10.5K | 0.07% | 138 |
|
|
2018
Q3 | $442K | Sell |
5,417
-1,748
| -24% | -$143K | 0.08% | 131 |
|
|
2018
Q2 | $578K | Buy |
7,165
+351
| +5% | +$28.3K | 0.11% | 107 |
|
|
2018
Q1 | $677K | Buy |
6,814
+1,611
| +31% | +$160K | 0.15% | 85 |
|
|
2017
Q4 | $550K | Buy |
5,203
+2,090
| +67% | +$221K | 0.14% | 83 |
|
|
2017
Q3 | $346K | Buy |
+3,113
| New | +$346K | 0.1% | 107 |
|