Woodmont Investment Counsel’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 | $998K | Buy |
5,479
+6
| +0.1% | +$1.09K | 0.07% | 151 |
|
|
2025
Q1 | $869K | Buy |
5,473
+205
| +4% | +$32.5K | 0.06% | 149 |
|
|
2024
Q4 | $634K | Sell |
5,268
-184
| -3% | -$22.1K | 0.05% | 169 |
|
|
2024
Q3 | $662K | Buy |
5,452
+86
| +2% | +$10.4K | 0.05% | 164 |
|
|
2024
Q2 | $544K | Sell |
5,366
-50
| -0.9% | -$5.07K | 0.04% | 171 |
|
|
2024
Q1 | $496K | Sell |
5,416
-569
| -10% | -$52.1K | 0.04% | 175 |
|
|
2023
Q4 | $563K | Sell |
5,985
-870
| -13% | -$81.9K | 0.05% | 168 |
|
|
2023
Q3 | $635K | Sell |
6,855
-1,650
| -19% | -$153K | 0.07% | 154 |
|
|
2023
Q2 | $830K | Sell |
8,505
-240
| -3% | -$23.4K | 0.09% | 142 |
|
|
2023
Q1 | $850K | Sell |
8,745
-1,202
| -12% | -$117K | 0.09% | 139 |
|
|
2022
Q4 | $1.01M | Sell |
9,947
-110
| -1% | -$11.1K | 0.11% | 126 |
|
|
2022
Q3 | $835K | Buy |
10,057
+220
| +2% | +$18.3K | 0.1% | 134 |
|
|
2022
Q2 | $971K | Sell |
9,837
-175
| -2% | -$17.3K | 0.12% | 130 |
|
|
2022
Q1 | $941K | Buy |
+10,012
| New | +$941K | 0.11% | 137 |
|
|
2018
Q1 | – | Sell |
-2,204
| Closed | -$233K | – | 186 |
|
|
2017
Q4 | $233K | Buy |
2,204
+50
| +2% | +$5.29K | 0.06% | 172 |
|
|
2017
Q3 | $239K | Buy |
2,154
+17
| +0.8% | +$1.89K | 0.07% | 174 |
|
|
2017
Q2 | $251K | Buy |
+2,137
| New | +$251K | 0.07% | 163 |
|
|
2016
Q4 | – | Sell |
-2,038
| Closed | -$198K | – | 500 |
|
|
2016
Q3 | $198K | Sell |
2,038
-250
| -11% | -$24.3K | 0.06% | 170 |
|
|
2016
Q2 | $233K | Buy |
2,288
+191
| +9% | +$19.5K | 0.07% | 173 |
|
|
2016
Q1 | $206K | Sell |
2,097
-272
| -11% | -$26.7K | 0.06% | 169 |
|
|
2015
Q4 | $208K | Buy |
2,369
+272
| +13% | +$23.9K | 0.06% | 175 |
|
|
2015
Q3 | $166K | Sell |
2,097
-150
| -7% | -$11.9K | 0.05% | 187 |
|
|
2015
Q2 | $180K | Buy |
+2,247
| New | +$180K | 0.05% | 177 |
|
|
2014
Q4 | – | Sell |
-2,447
| Closed | -$204K | – | 172 |
|
|
2014
Q3 | $204K | Sell |
2,447
-100
| -4% | -$8.34K | 0.06% | 193 |
|
|
2014
Q2 | $215K | Sell |
2,547
-100
| -4% | -$8.44K | 0.06% | 190 |
|
|
2014
Q1 | $217K | Buy |
2,647
+100
| +4% | +$8.2K | 0.06% | 190 |
|
|
2013
Q4 | $222K | Buy |
2,547
+50
| +2% | +$4.36K | 0.07% | 185 |
|
|
2013
Q3 | $216K | Hold |
2,497
| – | – | 0.08% | 149 |
|
|
2013
Q2 | $216K | Buy |
+2,497
| New | +$216K | 0.07% | 182 |
|