Wealthspire Advisors (New York)’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 | $17.7M | Buy |
97,180
+50,672
| +109% | +$9.23M | 0.1% | 83 |
|
|
2025
Q1 | $7.38M | Buy |
46,508
+833
| +2% | +$132K | 0.04% | 138 |
|
|
2024
Q4 | $5.5M | Sell |
45,675
-735
| -2% | -$88.5K | 0.05% | 139 |
|
|
2024
Q3 | $5.63M | Buy |
46,410
+1,308
| +3% | +$159K | 0.06% | 143 |
|
|
2024
Q2 | $4.57M | Buy |
45,102
+19,879
| +79% | +$2.01M | 0.06% | 121 |
|
|
2024
Q1 | $2.31M | Sell |
25,223
-1,477
| -6% | -$135K | 0.03% | 182 |
|
|
2023
Q4 | $2.51M | Buy |
26,700
+332
| +1% | +$31.2K | 0.04% | 165 |
|
|
2023
Q3 | $2.44M | Buy |
26,368
+2,569
| +11% | +$238K | 0.04% | 150 |
|
|
2023
Q2 | $2.32M | Sell |
23,799
-247
| -1% | -$24.1K | 0.04% | 138 |
|
|
2023
Q1 | $2.34M | Sell |
24,046
-2,506
| -9% | -$244K | 0.04% | 134 |
|
|
2022
Q4 | $2.69M | Buy |
26,552
+1,639
| +7% | +$166K | 0.05% | 130 |
|
|
2022
Q3 | $2.07M | Buy |
24,913
+355
| +1% | +$29.5K | 0.04% | 140 |
|
|
2022
Q2 | $2.43M | Buy |
24,558
+10,553
| +75% | +$1.04M | 0.05% | 128 |
|
|
2022
Q1 | $1.32M | Sell |
14,005
-3,898
| -22% | -$366K | 0.03% | 162 |
|
|
2021
Q4 | $1.7M | Sell |
17,903
-3,273
| -15% | -$311K | 0.04% | 160 |
|
|
2021
Q3 | $2.01M | Buy |
21,176
+13,365
| +171% | +$1.27M | 0.04% | 166 |
|
|
2021
Q2 | $774K | Sell |
7,811
-18,404
| -70% | -$1.82M | 0.02% | 184 |
|
|
2021
Q1 | $2.33M | Buy |
26,215
+9,825
| +60% | +$872K | 0.06% | 162 |
|
|
2020
Q4 | $1.36M | Sell |
16,390
-7,960
| -33% | -$659K | 0.04% | 171 |
|
|
2020
Q3 | $1.83M | Buy |
24,350
+6,790
| +39% | +$509K | 0.11% | 87 |
|
|
2020
Q2 | $1.23M | Sell |
17,560
-13,947
| -44% | -$977K | 0.09% | 95 |
|
|
2020
Q1 | $2.3M | Buy |
31,507
+8,540
| +37% | +$623K | 0.1% | 116 |
|
|
2019
Q4 | $1.95M | Buy |
22,967
+2,490
| +12% | +$212K | 0.14% | 42 |
|
|
2019
Q3 | $1.56M | Buy |
20,477
+9,172
| +81% | +$697K | 0.13% | 36 |
|
|
2019
Q2 | $888K | Buy |
11,305
+593
| +6% | +$46.6K | 0.08% | 35 |
|
|
2019
Q1 | $947K | Buy |
10,712
+337
| +3% | +$29.8K | 0.09% | 28 |
|
|
2018
Q4 | $693K | Buy |
+10,375
| New | +$693K | 0.07% | 32 |
|