Wealthfront Advisers’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 | $38.3M | Buy |
210,530
+15,226
| +8% | +$2.77M | 0.1% | 75 |
|
|
2025
Q1 | $31M | Buy |
195,304
+37,836
| +24% | +$6.01M | 0.08% | 77 |
|
|
2024
Q4 | $19M | Buy |
157,468
+10,255
| +7% | +$1.23M | 0.06% | 104 |
|
|
2024
Q3 | $17.9M | Buy |
147,213
+5,516
| +4% | +$670K | 0.05% | 99 |
|
|
2024
Q2 | $14.4M | Buy |
141,697
+22,206
| +19% | +$2.25M | 0.05% | 115 |
|
|
2024
Q1 | $10.9M | Sell |
119,491
-8,145
| -6% | -$746K | 0.04% | 137 |
|
|
2023
Q4 | $12M | Buy |
127,636
+6,107
| +5% | +$575K | 0.05% | 119 |
|
|
2023
Q3 | $11.3M | Buy |
121,529
+11,561
| +11% | +$1.07M | 0.05% | 110 |
|
|
2023
Q2 | $10.7M | Sell |
109,968
-4,299
| -4% | -$420K | 0.05% | 119 |
|
|
2023
Q1 | $11.1M | Sell |
114,267
-13,276
| -10% | -$1.29M | 0.05% | 104 |
|
|
2022
Q4 | $12.9M | Sell |
127,543
-4,490
| -3% | -$454K | 0.06% | 85 |
|
|
2022
Q3 | $11M | Sell |
132,033
-4,251
| -3% | -$353K | 0.06% | 84 |
|
|
2022
Q2 | $13.5M | Buy |
136,284
+37,668
| +38% | +$3.72M | 0.07% | 69 |
|
|
2022
Q1 | $9.26M | Buy |
98,616
+8,430
| +9% | +$792K | 0.04% | 111 |
|
|
2021
Q4 | $8.57M | Sell |
90,186
-3,951
| -4% | -$375K | 0.04% | 116 |
|
|
2021
Q3 | $8.92M | Buy |
94,137
+4,021
| +4% | +$381K | 0.04% | 98 |
|
|
2021
Q2 | $8.93M | Buy |
90,116
+16,255
| +22% | +$1.61M | 0.04% | 83 |
|
|
2021
Q1 | $6.55M | Buy |
73,861
+13,270
| +22% | +$1.18M | 0.04% | 100 |
|
|
2020
Q4 | $5.02M | Sell |
60,591
-864
| -1% | -$71.5K | 0.03% | 96 |
|
|
2020
Q3 | $4.61M | Buy |
61,455
+12,197
| +25% | +$915K | 0.03% | 85 |
|
|
2020
Q2 | $3.45M | Sell |
49,258
-19,010
| -28% | -$1.33M | 0.03% | 102 |
|
|
2020
Q1 | $4.98M | Sell |
68,268
-5,818
| -8% | -$424K | 0.05% | 69 |
|
|
2019
Q4 | $6.3M | Buy |
74,086
+11,151
| +18% | +$949K | 0.05% | 67 |
|
|
2019
Q3 | $4.78M | Sell |
62,935
-11,655
| -16% | -$885K | 0.04% | 75 |
|
|
2019
Q2 | $5.86M | Sell |
74,590
-22,577
| -23% | -$1.77M | 0.05% | 65 |
|
|
2019
Q1 | $8.59M | Buy |
97,167
+28,323
| +41% | +$2.5M | 0.08% | 45 |
|
|
2018
Q4 | $4.6M | Buy |
+68,844
| New | +$4.6M | 0.05% | 69 |
|