XML Financial’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $476K | Buy |
2,880
+69
| +2% | +$12K | 0.04% | 270 |
|
|
2025
Q4 | $451K | Sell |
2,811
-36
| -1% | -$5.58K | 0.04% | 275 |
|
|
2025
Q3 | $462K | Sell |
2,847
-216
| -7% | -$36.3K | 0.04% | 261 |
|
|
2025
Q2 | $558K | Sell |
3,063
-145
| -5% | -$24.9K | 0.05% | 230 |
|
|
2025
Q1 | $509K | Buy |
3,208
+9
| +0.3% | +$1.27K | 0.05% | 229 |
|
|
2024
Q4 | $385K | Buy |
3,199
+5
| +0.2% | +$631 | 0.04% | 264 |
|
|
2024
Q3 | $388K | Sell |
3,194
-10,805
| -77% | -$1.26M | 0.04% | 259 |
|
|
2024
Q2 | $1.42M | Sell |
13,999
-529
| -4% | -$51.7K | 0.14% | 139 |
|
|
2024
Q1 | $1.33M | Buy |
14,528
+245
| +2% | +$22.6K | 0.14% | 141 |
|
|
2023
Q4 | $1.34M | Buy |
14,283
+134
| +0.9% | +$12.3K | 0.14% | 135 |
|
|
2023
Q3 | $1.31M | Sell |
14,149
-303
| -2% | -$29.2K | 0.16% | 131 |
|
|
2023
Q2 | $1.41M | Buy |
14,452
+72
| +0.5% | +$6.88K | 0.16% | 131 |
|
|
2023
Q1 | $1.4M | Sell |
14,380
-66
| -0.5% | -$6.58K | 0.17% | 123 |
|
|
2022
Q4 | $1.46M | Sell |
14,446
-362
| -2% | -$34.2K | 0.18% | 121 |
|
|
2022
Q3 | $1.23M | Buy |
14,808
+1,540
| +12% | +$147K | 0.17% | 126 |
|
|
2022
Q2 | $1.31M | Sell |
13,268
-1,447
| -10% | -$148K | 0.3% | 69 |
|
|
2022
Q1 | $1.38M | Buy |
14,715
+63
| +0.4% | +$6.3K | 0.16% | 130 |
|
|
2021
Q4 | $1.39M | Sell |
14,652
-45
| -0.3% | -$4.21K | 0.17% | 129 |
|
|
2021
Q3 | $1.39M | Buy |
14,697
+1,286
| +10% | +$129K | 0.19% | 122 |
|
|
2021
Q2 | $1.33M | Buy |
13,411
+159
| +1% | +$15.3K | 0.29% | 71 |
|
|
2021
Q1 | $1.18M | Buy |
13,252
+9
| +0.1% | +$764 | 0.29% | 74 |
|
|
2020
Q4 | $1.1M | Sell |
13,243
-1,043
| -7% | -$81.2K | 0.28% | 76 |
|
|
2020
Q3 | $1.07M | Sell |
14,286
-4,600
| -24% | -$355K | 0.33% | 69 |
|
|
2020
Q2 | $1.32M | Buy |
18,886
+937
| +5% | +$68.3K | 0.46% | 50 |
|
|
2020
Q1 | $1.31M | Buy |
17,949
+641
| +4% | +$52.8K | 0.57% | 45 |
|
|
2019
Q4 | $1.47M | Buy |
+17,308
| New | +$1.43M | 0.54% | 47 |
|
Other funds holding PM
VCM
