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