Welch & Forbes’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 | $3.95M | Buy |
21,706
+88
| +0.4% | +$16K | 0.05% | 140 |
|
|
2025
Q1 | $3.43M | Sell |
21,618
-243
| -1% | -$38.6K | 0.04% | 143 |
|
|
2024
Q4 | $2.63M | Buy |
21,861
+1,174
| +6% | +$141K | 0.03% | 166 |
|
|
2024
Q3 | $2.51M | Buy |
20,687
+122
| +0.6% | +$14.8K | 0.03% | 173 |
|
|
2024
Q2 | $2.09M | Sell |
20,565
-5,234
| -20% | -$532K | 0.03% | 180 |
|
|
2024
Q1 | $2.36M | Sell |
25,799
-1,118
| -4% | -$102K | 0.03% | 182 |
|
|
2023
Q4 | $2.53M | Sell |
26,917
-76
| -0.3% | -$7.15K | 0.04% | 168 |
|
|
2023
Q3 | $2.5M | Sell |
26,993
-540
| -2% | -$50K | 0.04% | 164 |
|
|
2023
Q2 | $2.69M | Sell |
27,533
-764
| -3% | -$74.6K | 0.04% | 161 |
|
|
2023
Q1 | $2.75M | Sell |
28,297
-475
| -2% | -$46.2K | 0.05% | 153 |
|
|
2022
Q4 | $2.91M | Sell |
28,772
-351
| -1% | -$35.5K | 0.05% | 153 |
|
|
2022
Q3 | $2.42M | Buy |
29,123
+5,883
| +25% | +$488K | 0.05% | 158 |
|
|
2022
Q2 | $2.3M | Buy |
23,240
+689
| +3% | +$68K | 0.04% | 166 |
|
|
2022
Q1 | $2.12M | Sell |
22,551
-382
| -2% | -$35.9K | 0.03% | 178 |
|
|
2021
Q4 | $2.18M | Sell |
22,933
-429
| -2% | -$40.8K | 0.03% | 174 |
|
|
2021
Q3 | $2.21M | Buy |
23,362
+229
| +1% | +$21.7K | 0.04% | 171 |
|
|
2021
Q2 | $2.29M | Sell |
23,133
-976
| -4% | -$96.7K | 0.04% | 167 |
|
|
2021
Q1 | $2.14M | Sell |
24,109
-1,097
| -4% | -$97.3K | 0.04% | 165 |
|
|
2020
Q4 | $2.09M | Buy |
25,206
+1,754
| +7% | +$145K | 0.04% | 162 |
|
|
2020
Q3 | $1.76M | Buy |
23,452
+2,077
| +10% | +$156K | 0.04% | 167 |
|
|
2020
Q2 | $1.5M | Buy |
21,375
+383
| +2% | +$26.8K | 0.04% | 173 |
|
|
2020
Q1 | $1.53M | Sell |
20,992
-1,839
| -8% | -$134K | 0.04% | 160 |
|
|
2019
Q4 | $1.94M | Buy |
22,831
+1,672
| +8% | +$142K | 0.04% | 172 |
|
|
2019
Q3 | $1.61M | Buy |
21,159
+480
| +2% | +$36.5K | 0.04% | 175 |
|
|
2019
Q2 | $1.62M | Sell |
20,679
-2,149
| -9% | -$169K | 0.04% | 175 |
|
|
2019
Q1 | $2.02M | Sell |
22,828
-730
| -3% | -$64.5K | 0.05% | 168 |
|
|
2018
Q4 | $1.57M | Buy |
23,558
+2,665
| +13% | +$178K | 0.04% | 172 |
|
|
2018
Q3 | $1.7M | Sell |
20,893
-600
| -3% | -$48.9K | 0.04% | 176 |
|
|
2018
Q2 | $1.74M | Sell |
21,493
-925
| -4% | -$74.7K | 0.04% | 172 |
|
|
2018
Q1 | $2.23M | Sell |
22,418
-637
| -3% | -$63.3K | 0.06% | 172 |
|
|
2017
Q4 | $2.44M | Sell |
23,055
-651
| -3% | -$68.8K | 0.07% | 152 |
|
|
2017
Q3 | $2.63M | Buy |
23,706
+649
| +3% | +$72.1K | 0.07% | 153 |
|
|
2017
Q2 | $2.71M | Sell |
23,057
-62
| -0.3% | -$7.28K | 0.08% | 143 |
|
|
2017
Q1 | $2.61M | Buy |
23,119
+92
| +0.4% | +$10.4K | 0.07% | 145 |
|
|
2016
Q4 | $2.11M | Sell |
23,027
-789
| -3% | -$72.2K | 0.06% | 158 |
|
|
2016
Q3 | $2.32M | Buy |
23,816
+32
| +0.1% | +$3.11K | 0.08% | 135 |
|
|
2016
Q2 | $2.42M | Sell |
23,784
-1,926
| -7% | -$196K | 0.07% | 146 |
|
|
2016
Q1 | $2.52M | Hold |
25,710
| – | – | 0.08% | 143 |
|
|
2015
Q4 | $2.26M | Buy |
25,710
+67
| +0.3% | +$5.89K | 0.07% | 147 |
|
|
2015
Q3 | $2.03M | Sell |
25,643
-3
| -0% | -$238 | 0.07% | 157 |
|
|
2015
Q2 | $2.06M | Sell |
25,646
-1,100
| -4% | -$88.2K | 0.06% | 165 |
|
|
2015
Q1 | $2.02M | Sell |
26,746
-1,800
| -6% | -$136K | 0.06% | 167 |
|
|
2014
Q4 | $2.33M | Sell |
28,546
-581
| -2% | -$47.3K | 0.07% | 158 |
|
|
2014
Q3 | $2.43M | Buy |
29,127
+1,065
| +4% | +$88.8K | 0.07% | 158 |
|
|
2014
Q2 | $2.37M | Sell |
28,062
-848
| -3% | -$71.5K | 0.07% | 148 |
|
|
2014
Q1 | $2.37M | Sell |
28,910
-3,322
| -10% | -$272K | 0.08% | 152 |
|
|
2013
Q4 | $2.81M | Sell |
32,232
-708
| -2% | -$61.7K | 0.09% | 140 |
|
|
2013
Q3 | $2.85M | Sell |
32,940
-269
| -0.8% | -$23.3K | 0.1% | 138 |
|
|
2013
Q2 | $2.88M | Buy |
+33,209
| New | +$2.88M | 0.1% | 134 |
|