YHB Investment 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 | $378K | Sell |
2,074
-34
| -2% | -$6.19K | 0.03% | 230 |
|
|
2025
Q1 | $335K | Sell |
2,108
-50
| -2% | -$7.94K | 0.03% | 228 |
|
|
2024
Q4 | $260K | Hold |
2,158
| – | – | 0.02% | 249 |
|
|
2024
Q3 | $262K | Buy |
2,158
+87
| +4% | +$10.6K | 0.02% | 250 |
|
|
2024
Q2 | $210K | Buy |
+2,071
| New | +$210K | 0.02% | 273 |
|
|
2023
Q3 | – | Sell |
-2,090
| Closed | -$204K | – | 279 |
|
|
2023
Q2 | $204K | Hold |
2,090
| – | – | 0.02% | 275 |
|
|
2023
Q1 | $203K | Hold |
2,090
| – | – | 0.02% | 282 |
|
|
2022
Q4 | $212K | Buy |
+2,090
| New | +$212K | 0.02% | 274 |
|
|
2022
Q3 | – | Sell |
-2,090
| Closed | -$206K | – | 287 |
|
|
2022
Q2 | $206K | Sell |
2,090
-289
| -12% | -$28.5K | 0.02% | 273 |
|
|
2022
Q1 | $223K | Sell |
2,379
-205
| -8% | -$19.2K | 0.02% | 280 |
|
|
2021
Q4 | $245K | Sell |
2,584
-292
| -10% | -$27.7K | 0.02% | 292 |
|
|
2021
Q3 | $273K | Hold |
2,876
| – | – | 0.02% | 261 |
|
|
2021
Q2 | $285K | Sell |
2,876
-100
| -3% | -$9.91K | 0.02% | 249 |
|
|
2021
Q1 | $277K | Buy |
2,976
+58
| +2% | +$5.4K | 0.02% | 248 |
|
|
2020
Q4 | $242K | Buy |
2,918
+204
| +8% | +$16.9K | 0.02% | 259 |
|
|
2020
Q3 | $204K | Buy |
+2,714
| New | +$204K | 0.02% | 255 |
|
|
2020
Q1 | – | Sell |
-2,752
| Closed | -$234K | – | 180 |
|
|
2019
Q4 | $234K | Sell |
2,752
-100
| -4% | -$8.5K | 0.03% | 176 |
|
|
2019
Q3 | $217K | Sell |
2,852
-25
| -0.9% | -$1.9K | 0.03% | 181 |
|
|
2019
Q2 | $226K | Hold |
2,877
| – | – | 0.04% | 177 |
|
|
2019
Q1 | $254K | Sell |
2,877
-325
| -10% | -$28.7K | 0.04% | 167 |
|
|
2018
Q4 | $214K | Sell |
3,202
-490
| -13% | -$32.7K | 0.04% | 169 |
|
|
2018
Q3 | $301K | Sell |
3,692
-180
| -5% | -$14.7K | 0.05% | 161 |
|
|
2018
Q2 | $313K | Sell |
3,872
-65
| -2% | -$5.25K | 0.05% | 156 |
|
|
2018
Q1 | $391K | Sell |
3,937
-200
| -5% | -$19.9K | 0.07% | 144 |
|
|
2017
Q4 | $437K | Hold |
4,137
| – | – | 0.07% | 137 |
|
|
2017
Q3 | $459K | Hold |
4,137
| – | – | 0.08% | 133 |
|
|
2017
Q2 | $486K | Sell |
4,137
-73
| -2% | -$8.58K | 0.08% | 131 |
|
|
2017
Q1 | $467K | Sell |
4,210
-50
| -1% | -$5.55K | 0.09% | 127 |
|
|
2016
Q4 | $390K | Buy |
4,260
+198
| +5% | +$18.1K | 0.08% | 134 |
|
|
2016
Q3 | $395K | Buy |
4,062
+15
| +0.4% | +$1.46K | 0.1% | 125 |
|
|
2016
Q2 | $412K | Buy |
4,047
+300
| +8% | +$30.5K | 0.09% | 124 |
|
|
2016
Q1 | $368K | Sell |
3,747
-617
| -14% | -$60.6K | 0.1% | 124 |
|
|
2015
Q4 | $384K | Buy |
4,364
+28
| +0.6% | +$2.46K | 0.09% | 127 |
|
|
2015
Q3 | $344K | Sell |
4,336
-280
| -6% | -$22.2K | 0.08% | 132 |
|
|
2015
Q2 | $370K | Sell |
4,616
-245
| -5% | -$19.6K | 0.08% | 131 |
|
|
2015
Q1 | $366K | Sell |
4,861
-341
| -7% | -$25.7K | 0.08% | 135 |
|
|
2014
Q4 | $424K | Sell |
5,202
-747
| -13% | -$60.9K | 0.1% | 127 |
|
|
2014
Q3 | $496K | Sell |
5,949
-2,038
| -26% | -$170K | 0.12% | 120 |
|
|
2014
Q2 | $673K | Buy |
7,987
+400
| +5% | +$33.7K | 0.16% | 108 |
|
|
2014
Q1 | $621K | Buy |
7,587
+2,100
| +38% | +$172K | 0.16% | 109 |
|
|
2013
Q4 | $478K | Sell |
5,487
-200
| -4% | -$17.4K | 0.13% | 114 |
|
|
2013
Q3 | $492K | Hold |
5,687
| – | – | 0.15% | 108 |
|
|
2013
Q2 | $493K | Buy |
+5,687
| New | +$493K | 0.15% | 112 |
|