XML Financial’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
$558K Sell
3,063
-145
-5% -$26.4K 0.05% 229
2025
Q1
$509K Buy
3,208
+9
+0.3% +$1.43K 0.05% 228
2024
Q4
$385K Buy
3,199
+5
+0.2% +$602 0.04% 262
2024
Q3
$388K Sell
3,194
-10,805
-77% -$1.31M 0.04% 259
2024
Q2
$1.42M Sell
13,999
-529
-4% -$53.6K 0.14% 139
2024
Q1
$1.33M Buy
14,528
+245
+2% +$22.4K 0.14% 141
2023
Q4
$1.34M Buy
14,283
+134
+0.9% +$12.6K 0.14% 135
2023
Q3
$1.31M Sell
14,149
-303
-2% -$28.1K 0.16% 131
2023
Q2
$1.41M Buy
14,452
+72
+0.5% +$7.03K 0.16% 131
2023
Q1
$1.4M Sell
14,380
-66
-0.5% -$6.42K 0.17% 123
2022
Q4
$1.46M Sell
14,446
-362
-2% -$36.6K 0.18% 121
2022
Q3
$1.23M Buy
14,808
+1,540
+12% +$128K 0.17% 126
2022
Q2
$1.31M Sell
13,268
-1,447
-10% -$143K 0.3% 69
2022
Q1
$1.38M Buy
14,715
+63
+0.4% +$5.92K 0.16% 130
2021
Q4
$1.39M Sell
14,652
-45
-0.3% -$4.28K 0.17% 129
2021
Q3
$1.39M Buy
14,697
+1,286
+10% +$122K 0.19% 122
2021
Q2
$1.33M Buy
13,411
+159
+1% +$15.8K 0.29% 71
2021
Q1
$1.18M Buy
13,252
+9
+0.1% +$799 0.29% 74
2020
Q4
$1.1M Sell
13,243
-1,043
-7% -$86.3K 0.28% 76
2020
Q3
$1.07M Sell
14,286
-4,600
-24% -$345K 0.33% 69
2020
Q2
$1.32M Buy
18,886
+937
+5% +$65.6K 0.46% 50
2020
Q1
$1.31M Buy
17,949
+641
+4% +$46.8K 0.57% 45
2019
Q4
$1.47M Buy
+17,308
New +$1.47M 0.54% 47