West Coast Financial’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 | – | Sell |
-3,580
| Closed | -$568K | – | 111 |
|
|
2025
Q1 | $568K | Hold |
3,580
| – | – | 0.06% | 99 |
|
|
2024
Q4 | $431K | Hold |
3,580
| – | – | 0.05% | 114 |
|
|
2024
Q3 | $435K | Hold |
3,580
| – | – | 0.05% | 112 |
|
|
2024
Q2 | $363K | Sell |
3,580
-75
| -2% | -$7.6K | 0.04% | 116 |
|
|
2024
Q1 | $335K | Sell |
3,655
-275
| -7% | -$25.2K | 0.04% | 126 |
|
|
2023
Q4 | $370K | Buy |
+3,930
| New | +$370K | 0.05% | 110 |
|
|
2018
Q2 | – | Sell |
-2,347
| Closed | -$233K | – | 112 |
|
|
2018
Q1 | $233K | Hold |
2,347
| – | – | 0.07% | 98 |
|
|
2017
Q4 | $248K | Hold |
2,347
| – | – | 0.07% | 101 |
|
|
2017
Q3 | $261K | Hold |
2,347
| – | – | 0.07% | 119 |
|
|
2017
Q2 | $276K | Hold |
2,347
| – | – | 0.09% | 100 |
|
|
2017
Q1 | $265K | Sell |
2,347
-61
| -3% | -$6.89K | 0.08% | 106 |
|
|
2016
Q4 | $220K | Buy |
2,408
+61
| +3% | +$5.57K | 0.07% | 123 |
|
|
2016
Q3 | $228K | Hold |
2,347
| – | – | 0.07% | 125 |
|
|
2016
Q2 | $239K | Buy |
+2,347
| New | +$239K | 0.09% | 98 |
|
|
2014
Q4 | – | Sell |
-2,400
| Closed | -$200K | – | 91 |
|
|
2014
Q3 | $200K | Sell |
2,400
-600
| -20% | -$50K | 0.11% | 85 |
|
|
2014
Q2 | $253K | Sell |
3,000
-69
| -2% | -$5.82K | 0.13% | 78 |
|
|
2014
Q1 | $251K | Sell |
3,069
-361
| -11% | -$29.5K | 0.13% | 86 |
|
|
2013
Q4 | $299K | Sell |
3,430
-82
| -2% | -$7.15K | 0.15% | 80 |
|
|
2013
Q3 | $304K | Sell |
3,512
-168
| -5% | -$14.5K | 0.17% | 77 |
|
|
2013
Q2 | $319K | Buy |
+3,680
| New | +$319K | 0.17% | 81 |
|