Accel 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 | $631K | Buy |
3,462
+5
| +0.1% | +$911 | 0.21% | 110 |
|
|
2025
Q1 | $549K | Sell |
3,457
-52
| -1% | -$8.25K | 0.2% | 117 |
|
|
2024
Q4 | $422K | Buy |
3,509
+30
| +0.9% | +$3.61K | 0.16% | 144 |
|
|
2024
Q3 | $422K | Buy |
3,479
+318
| +10% | +$38.6K | 0.16% | 144 |
|
|
2024
Q2 | $320K | Buy |
3,161
+750
| +31% | +$76K | 0.13% | 166 |
|
|
2024
Q1 | $221K | Buy |
2,411
+248
| +11% | +$22.7K | 0.09% | 200 |
|
|
2023
Q4 | $204K | Buy |
+2,163
| New | +$204K | 0.1% | 184 |
|
|
2023
Q3 | – | Sell |
-2,057
| Closed | -$201K | – | 178 |
|
|
2023
Q2 | $201K | Buy |
2,057
+65
| +3% | +$6.35K | 0.11% | 164 |
|
|
2023
Q1 | $194K | Buy |
1,992
+1,145
| +135% | +$111K | 0.08% | 224 |
|
|
2022
Q4 | $85.7K | Hold |
847
| – | – | 0.04% | 264 |
|
|
2022
Q3 | $74K | Hold |
847
| – | – | 0.04% | 298 |
|
|
2022
Q2 | $76K | Hold |
847
| – | – | 0.04% | 276 |
|
|
2022
Q1 | $82K | Hold |
847
| – | – | 0.04% | 280 |
|
|
2021
Q4 | $80K | Hold |
847
| – | – | 0.04% | 296 |
|
|
2021
Q3 | $80K | Hold |
847
| – | – | 0.05% | 255 |
|
|
2021
Q2 | $84K | Hold |
847
| – | – | 0.06% | 258 |
|
|
2021
Q1 | $75K | Hold |
847
| – | – | 0.06% | 254 |
|
|
2020
Q4 | $70K | Buy |
+847
| New | +$70K | 0.07% | 244 |
|