Welch Group’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 | $3.94M | Buy |
21,656
+59
| +0.3% | +$10.7K | 0.16% | 61 |
|
2025
Q1 | $3.35M | Buy |
21,597
+11
| +0.1% | +$1.71K | 0.15% | 61 |
|
2024
Q4 | $2.59M | Buy |
21,586
+9
| +0% | +$1.08K | 0.12% | 67 |
|
2024
Q3 | $2.62M | Buy |
21,577
+10
| +0% | +$1.21K | 0.11% | 65 |
|
2024
Q2 | $2.19M | Buy |
21,567
+311
| +1% | +$31.5K | 0.11% | 66 |
|
2024
Q1 | $1.95M | Buy |
21,256
+835
| +4% | +$76.5K | 0.1% | 67 |
|
2023
Q4 | $1.92M | Buy |
20,421
+13
| +0.1% | +$1.22K | 0.1% | 70 |
|
2023
Q3 | $1.89M | Buy |
20,408
+10
| +0% | +$926 | 0.11% | 65 |
|
2023
Q2 | $1.99M | Buy |
20,398
+9
| +0% | +$879 | 0.11% | 66 |
|
2023
Q1 | $1.98M | Buy |
20,389
+11
| +0.1% | +$1.07K | 0.12% | 64 |
|
2022
Q4 | $2.06M | Buy |
20,378
+104
| +0.5% | +$10.5K | 0.12% | 69 |
|
2022
Q3 | $1.68M | Buy |
20,274
+546
| +3% | +$45.3K | 0.11% | 66 |
|
2022
Q2 | $1.95M | Sell |
19,728
-36
| -0.2% | -$3.56K | 0.12% | 64 |
|
2022
Q1 | $1.86M | Sell |
19,764
-68
| -0.3% | -$6.39K | 0.11% | 70 |
|
2021
Q4 | $1.88M | Buy |
19,832
+2
| +0% | +$190 | 0.11% | 72 |
|
2021
Q3 | $1.88M | Sell |
19,830
-62
| -0.3% | -$5.88K | 0.13% | 68 |
|
2021
Q2 | $1.97M | Sell |
19,892
-27
| -0.1% | -$2.68K | 0.13% | 66 |
|
2021
Q1 | $1.77M | Buy |
19,919
+2,245
| +13% | +$199K | 0.13% | 65 |
|
2020
Q4 | $1.46M | Buy |
17,674
+809
| +5% | +$67K | 0.12% | 62 |
|
2020
Q3 | $1.27M | Sell |
16,865
-2,586
| -13% | -$194K | 0.11% | 57 |
|
2020
Q2 | $1.36M | Buy |
19,451
+2,373
| +14% | +$166K | 0.13% | 52 |
|
2020
Q1 | $1.25M | Buy |
17,078
+11,296
| +195% | +$824K | 0.13% | 53 |
|
2019
Q4 | $492K | Buy |
5,782
+1,080
| +23% | +$91.9K | 0.05% | 79 |
|
2019
Q3 | $357K | Buy |
4,702
+120
| +3% | +$9.11K | 0.04% | 87 |
|
2019
Q2 | $360K | Sell |
4,582
-212
| -4% | -$16.7K | 0.04% | 85 |
|
2019
Q1 | $424K | Sell |
4,794
-530
| -10% | -$46.9K | 0.05% | 77 |
|
2018
Q4 | $355K | Sell |
5,324
-41
| -0.8% | -$2.73K | 0.04% | 81 |
|
2018
Q3 | $437 | Sell |
5,365
-2,379
| -31% | -$194 | 0.05% | 79 |
|
2018
Q2 | $625K | Sell |
7,744
-890
| -10% | -$71.8K | 0.08% | 60 |
|
2018
Q1 | $858K | Buy |
8,634
+1,551
| +22% | +$154K | 0.11% | 56 |
|
2017
Q4 | $748K | Buy |
7,083
+249
| +4% | +$26.3K | 0.12% | 55 |
|
2017
Q3 | $759K | Sell |
6,834
-207
| -3% | -$23K | 0.13% | 52 |
|
2017
Q2 | $827K | Buy |
7,041
+198
| +3% | +$23.3K | 0.14% | 53 |
|
2017
Q1 | $773K | Buy |
6,843
+161
| +2% | +$18.2K | 0.15% | 48 |
|
2016
Q4 | $611K | Sell |
6,682
-169
| -2% | -$15.5K | 0.12% | 55 |
|
2016
Q3 | $666K | Buy |
6,851
+184
| +3% | +$17.9K | 0.13% | 55 |
|
2016
Q2 | $678K | Sell |
6,667
-12,636
| -65% | -$1.29M | 0.14% | 47 |
|
2016
Q1 | $1.89M | Sell |
19,303
-52
| -0.3% | -$5.1K | 0.32% | 42 |
|
2015
Q4 | $1.7M | Hold |
19,355
| – | – | 0.31% | 43 |
|
2015
Q3 | $1.54M | Buy |
19,355
+1,643
| +9% | +$130K | 0.3% | 42 |
|
2015
Q2 | $1.42M | Buy |
17,712
+125
| +0.7% | +$10K | 0.27% | 44 |
|
2015
Q1 | $1.33K | Buy |
17,587
+301
| +2% | +$23 | 0.24% | 44 |
|
2014
Q4 | $1.41M | Sell |
17,286
-65
| -0.4% | -$5.29K | 0.27% | 41 |
|
2014
Q3 | $1.45M | Buy |
17,351
+95
| +0.6% | +$7.92K | 0.3% | 42 |
|
2014
Q2 | $1.46M | Buy |
17,256
+53
| +0.3% | +$4.47K | 0.3% | 44 |
|
2014
Q1 | $1.41M | Buy |
17,203
+81
| +0.5% | +$6.63K | 0.32% | 42 |
|
2013
Q4 | $1.49M | Buy |
17,122
+891
| +5% | +$77.6K | 0.34% | 39 |
|
2013
Q3 | $1.41M | Buy |
16,231
+144
| +0.9% | +$12.5K | 0.35% | 39 |
|
2013
Q2 | $1.39M | Buy |
+16,087
| New | +$1.39M | 0.36% | 39 |
|