1900 Wealth Management’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 | $1.09M | Buy |
5,967
+115
| +2% | +$20.9K | 0.08% | 92 |
|
|
2025
Q1 | $929K | Sell |
5,852
-653
| -10% | -$104K | 0.08% | 97 |
|
|
2024
Q4 | $783K | Buy |
6,505
+7
| +0.1% | +$843 | 0.07% | 106 |
|
|
2024
Q3 | $789K | Buy |
6,498
+8
| +0.1% | +$971 | 0.07% | 108 |
|
|
2024
Q2 | $658K | Buy |
6,490
+9
| +0.1% | +$912 | 0.06% | 120 |
|
|
2024
Q1 | $594K | Sell |
6,481
-451
| -7% | -$41.3K | 0.05% | 140 |
|
|
2023
Q4 | $652K | Sell |
6,932
-273
| -4% | -$25.7K | 0.06% | 171 |
|
|
2023
Q3 | $667K | Sell |
7,205
-388
| -5% | -$35.9K | 0.07% | 168 |
|
|
2023
Q2 | $741K | Buy |
7,593
+661
| +10% | +$64.5K | 0.08% | 133 |
|
|
2023
Q1 | $679K | Hold |
6,932
| – | – | 0.07% | 139 |
|
|
2022
Q4 | $702K | Sell |
6,932
-78
| -1% | -$7.89K | 0.08% | 136 |
|
|
2022
Q3 | $581K | Buy |
7,010
+78
| +1% | +$6.47K | 0.07% | 142 |
|
|
2022
Q2 | $685K | Hold |
6,932
| – | – | 0.07% | 135 |
|
|
2022
Q1 | $651K | Hold |
6,932
| – | – | 0.06% | 145 |
|
|
2021
Q4 | $659K | Buy |
6,932
+483
| +7% | +$45.9K | 0.06% | 155 |
|
|
2021
Q3 | $612K | Hold |
6,449
| – | – | 0.06% | 155 |
|
|
2021
Q2 | $639K | Hold |
6,449
| – | – | 0.06% | 141 |
|
|
2021
Q1 | $573 | Hold |
6,449
| – | – | 0.04% | 121 |
|
|
2020
Q4 | $534K | Buy |
+6,449
| New | +$534K | 0.06% | 104 |
|