Winch Advisory Services’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 | $59.6K | Buy |
327
+3
| +0.9% | +$547 | 0.01% | 151 |
|
|
2025
Q1 | $51.5K | Sell |
324
-35
| -10% | -$5.56K | 0.01% | 155 |
|
|
2024
Q4 | $43.2K | Buy |
359
+42
| +13% | +$5.05K | 0.01% | 166 |
|
|
2024
Q3 | $38.5K | Buy |
317
+4
| +1% | +$486 | 0.01% | 176 |
|
|
2024
Q2 | $31.7K | Buy |
313
+4
| +1% | +$405 | 0.01% | 183 |
|
|
2024
Q1 | $28.3K | Buy |
309
+5
| +2% | +$458 | 0.01% | 187 |
|
|
2023
Q4 | $28.6K | Buy |
304
+4
| +1% | +$377 | 0.01% | 183 |
|
|
2023
Q3 | $28K | Buy |
300
+4
| +1% | +$373 | 0.01% | 176 |
|
|
2023
Q2 | $29K | Buy |
296
+1
| +0.3% | +$98 | 0.01% | 170 |
|
|
2023
Q1 | $29K | Buy |
295
+1
| +0.3% | +$98 | 0.01% | 165 |
|
|
2022
Q4 | $30K | Buy |
294
+196
| +200% | +$20K | 0.01% | 156 |
|
|
2022
Q3 | $8K | Buy |
98
+2
| +2% | +$163 | ﹤0.01% | 242 |
|
|
2022
Q2 | $9K | Buy |
96
+1
| +1% | +$94 | ﹤0.01% | 244 |
|
|
2022
Q1 | $9K | Hold |
95
| – | – | ﹤0.01% | 265 |
|
|
2021
Q4 | $9K | Hold |
95
| – | – | ﹤0.01% | 275 |
|
|
2021
Q3 | $9K | Hold |
95
| – | – | ﹤0.01% | 281 |
|
|
2021
Q2 | $9K | Hold |
95
| – | – | ﹤0.01% | 281 |
|
|
2021
Q1 | $8K | Hold |
95
| – | – | ﹤0.01% | 269 |
|
|
2020
Q4 | $8K | Sell |
95
-14
| -13% | -$1.18K | ﹤0.01% | 254 |
|
|
2020
Q3 | $8K | Buy |
109
+14
| +15% | +$1.03K | ﹤0.01% | 229 |
|
|
2020
Q2 | $7K | Hold |
95
| – | – | ﹤0.01% | 233 |
|
|
2020
Q1 | $7K | Hold |
95
| – | – | ﹤0.01% | 200 |
|
|
2019
Q4 | $8K | Buy |
+95
| New | +$8K | ﹤0.01% | 226 |
|
|
2019
Q2 | – | Sell |
-34
| Closed | -$3K | – | 464 |
|
|
2019
Q1 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 292 |
|
|
2016
Q4 | – | Sell |
-22,065
| Closed | -$2.15M | – | 288 |
|
|
2016
Q3 | $2.15M | Buy |
22,065
+21,235
| +2,558% | +$2.06M | 1.75% | 20 |
|
|
2016
Q2 | $84K | Buy |
830
+551
| +197% | +$55.8K | 0.1% | 63 |
|
|
2016
Q1 | $27K | Buy |
279
+59
| +27% | +$5.71K | 0.04% | 68 |
|
|
2015
Q4 | $19K | Buy |
220
+3
| +1% | +$259 | 0.02% | 87 |
|
|
2015
Q3 | $17K | Buy |
217
+3
| +1% | +$235 | 0.02% | 88 |
|
|
2015
Q2 | $17K | Buy |
214
+2
| +0.9% | +$159 | 0.01% | 146 |
|
|
2015
Q1 | $16K | Buy |
+212
| New | +$16K | 0.01% | 120 |
|
|
2014
Q4 | – | Sell |
-206
| Closed | -$17K | – | 149 |
|
|
2014
Q3 | $17K | Buy |
206
+1
| +0.5% | +$83 | 0.01% | 108 |
|
|
2014
Q2 | $17K | Buy |
205
+3
| +1% | +$249 | 0.01% | 137 |
|
|
2014
Q1 | $17K | Buy |
+202
| New | +$17K | 0.01% | 144 |
|