Wills Financial Group’s Philip Morris PM Stock Holding History

Wills Financial Group’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$667K	Hold	3,663	–	–	0.29%	45
2025 Q1	$581K	Hold	3,663	–	–	0.26%	47
2024 Q4	$441K	Buy	3,663 +200	+6%	+$24.1K	0.19%	51
2024 Q3	$420K	Hold	3,463	–	–	0.18%	50
2024 Q2	$351K	Buy	3,463 +50	+1%	+$5.07K	0.16%	51
2024 Q1	$313K	Hold	3,413	–	–	0.15%	53
2023 Q4	$321K	Sell	3,413 -882	-21%	-$83K	0.16%	48
2023 Q3	$398K	Sell	4,295 -35	-0.8%	-$3.24K	0.22%	53
2023 Q2	$423K	Sell	4,330 -175	-4%	-$17.1K	0.21%	52
2023 Q1	$438K	Hold	4,505	–	–	0.24%	51
2022 Q4	$456K	Sell	4,505 -215	-5%	-$21.8K	0.25%	47
2022 Q3	$392K	Sell	4,720 -530	-10%	-$44K	0.22%	47
2022 Q2	$518K	Hold	5,250	–	–	0.25%	49
2022 Q1	$493K	Sell	5,250 -1,634	-24%	-$153K	0.21%	51
2021 Q4	$654K	Buy	6,884 +1,723	+33%	+$164K	0.26%	52
2021 Q3	$489K	Buy	5,161 +1,381	+37%	+$131K	0.22%	52
2021 Q2	$374K	Buy	+3,780	New	+$374K	0.16%	58
2018 Q3	–	Sell	-4,037	Closed	-$326K	–	70
2018 Q2	$326K	Sell	4,037 -288	-7%	-$23.3K	0.24%	61
2018 Q1	$429K	Sell	4,325 -279	-6%	-$27.7K	0.32%	52
2017 Q4	$486K	Sell	4,604 -188	-4%	-$19.8K	0.34%	52
2017 Q3	$532K	Sell	4,792 -2,389	-33%	-$265K	0.39%	48
2017 Q2	$843K	Buy	7,181 +11	+0.2%	+$1.29K	0.63%	44
2017 Q1	$810K	Sell	7,170 -181	-2%	-$20.4K	0.62%	43
2016 Q4	$673K	Sell	7,351 -97	-1%	-$8.88K	0.55%	44
2016 Q3	$724K	Buy	7,448 +636	+9%	+$61.8K	0.63%	40
2016 Q2	$693K	Buy	6,812 +12	+0.2%	+$1.22K	0.58%	43
2016 Q1	$667K	Sell	6,800 -187	-3%	-$18.3K	0.58%	43
2015 Q4	$614K	Sell	6,987 -64	-0.9%	-$5.62K	0.54%	45
2015 Q3	$559K	Buy	7,051 +15	+0.2%	+$1.19K	0.52%	48
2015 Q2	$564K	Buy	7,036 +633	+10%	+$50.7K	0.48%	49
2015 Q1	$482K	Hold	6,403	–	–	0.4%	53
2014 Q4	$521K	Hold	6,403	–	–	0.42%	51
2014 Q3	$534K	Sell	6,403 -156	-2%	-$13K	0.45%	50
2014 Q2	$553K	Buy	6,559 +460	+8%	+$38.8K	0.46%	52
2014 Q1	$499K	Hold	6,099	–	–	0.47%	48
2013 Q4	$531K	Buy	+6,099	New	+$531K	0.55%	46