AA Financial 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 | $1.68M | Buy |
9,244
+878
| +10% | +$160K | 0.36% | 52 |
|
|
2025
Q1 | $1.33M | Hold |
8,366
| – | – | 0.32% | 58 |
|
|
2024
Q4 | $1.01M | Sell |
8,366
-263
| -3% | -$31.7K | 0.27% | 67 |
|
|
2024
Q3 | $1.05M | Buy |
8,629
+630
| +8% | +$76.5K | 0.3% | 65 |
|
|
2024
Q2 | $811K | Buy |
7,999
+1,265
| +19% | +$128K | 0.29% | 72 |
|
|
2024
Q1 | $617K | Buy |
+6,734
| New | +$617K | 0.25% | 78 |
|