WP Advisors’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 | $1.17M | Buy |
6,432
+171
| +3% | +$31.1K | 0.32% | 48 |
|
|
2025
Q1 | $994K | Sell |
6,261
-189
| -3% | -$30K | 0.33% | 52 |
|
|
2024
Q4 | $776K | Sell |
6,450
-5
| -0.1% | -$602 | 0.26% | 61 |
|
|
2024
Q3 | $784K | Sell |
6,455
-1,365
| -17% | -$166K | 0.29% | 58 |
|
|
2024
Q2 | $792K | Buy |
7,820
+276
| +4% | +$28K | 0.25% | 62 |
|
|
2024
Q1 | $691K | Buy |
7,544
+197
| +3% | +$18.1K | 0.23% | 68 |
|
|
2023
Q4 | $691K | Buy |
7,347
+98
| +1% | +$9.22K | 0.26% | 62 |
|
|
2023
Q3 | $671K | Buy |
7,249
+14
| +0.2% | +$1.3K | 0.28% | 59 |
|
|
2023
Q2 | $706K | Sell |
7,235
-535
| -7% | -$52.2K | 0.28% | 58 |
|
|
2023
Q1 | $756K | Sell |
7,770
-689
| -8% | -$67K | 0.31% | 57 |
|
|
2022
Q4 | $856K | Buy |
8,459
+119
| +1% | +$12K | 0.38% | 53 |
|
|
2022
Q3 | $692K | Buy |
8,340
+211
| +3% | +$17.5K | 0.31% | 59 |
|
|
2022
Q2 | $803K | Buy |
8,129
+96
| +1% | +$9.48K | 0.35% | 53 |
|
|
2022
Q1 | $755K | Sell |
8,033
-106
| -1% | -$9.96K | 0.31% | 58 |
|
|
2021
Q4 | $773K | Buy |
8,139
+97
| +1% | +$9.21K | 0.32% | 59 |
|
|
2021
Q3 | $762K | Sell |
8,042
-137
| -2% | -$13K | 0.31% | 55 |
|
|
2021
Q2 | $811K | Buy |
8,179
+469
| +6% | +$46.5K | 0.34% | 44 |
|
|
2021
Q1 | $684K | Buy |
7,710
+3,803
| +97% | +$337K | 0.3% | 51 |
|
|
2020
Q4 | $323K | Sell |
3,907
-7
| -0.2% | -$579 | 0.16% | 73 |
|
|
2020
Q3 | $294K | Sell |
3,914
-379
| -9% | -$28.5K | 0.18% | 66 |
|
|
2020
Q2 | $301K | Sell |
4,293
-756
| -15% | -$53K | 0.21% | 52 |
|
|
2020
Q1 | $368K | Buy |
5,049
+183
| +4% | +$13.3K | 0.36% | 31 |
|
|
2019
Q4 | $414K | Buy |
4,866
+172
| +4% | +$14.6K | 0.43% | 35 |
|
|
2019
Q3 | $356K | Buy |
4,694
+1,425
| +44% | +$108K | 0.41% | 38 |
|
|
2019
Q2 | $257K | Buy |
3,269
+72
| +2% | +$5.66K | 0.29% | 50 |
|
|
2019
Q1 | $2.83K | Buy |
3,197
+37
| +1% | +$33 | 0.31% | 43 |
|
|
2018
Q4 | $211K | Buy |
3,160
+30
| +1% | +$2K | 0.21% | 55 |
|
|
2018
Q3 | $255K | Sell |
3,130
-21
| -0.7% | -$1.71K | 0.24% | 49 |
|
|
2018
Q2 | $254K | Buy |
+3,151
| New | +$254K | 0.24% | 48 |
|
|
2017
Q4 | – | Sell |
-1,872
| Closed | -$208K | – | 71 |
|
|
2017
Q3 | $208K | Sell |
1,872
-65
| -3% | -$7.22K | 0.16% | 64 |
|
|
2017
Q2 | $227K | Sell |
1,937
-172
| -8% | -$20.2K | 0.16% | 63 |
|
|
2017
Q1 | $238K | Buy |
+2,109
| New | +$238K | 0.15% | 60 |
|