Accordant Advisory Group’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 | $109K | Sell |
600
-3
| -0.5% | -$546 | 0.08% | 65 |
|
|
2025
Q1 | $95.7K | Hold |
603
| – | – | 0.09% | 50 |
|
|
2024
Q4 | $72.6K | Hold |
603
| – | – | 0.07% | 58 |
|
|
2024
Q3 | $73.2K | Buy |
603
+3
| +0.5% | +$364 | 0.06% | 59 |
|
|
2024
Q2 | $60.8K | Sell |
600
-1,303
| -68% | -$132K | 0.06% | 68 |
|
|
2024
Q1 | $174K | Buy |
+1,903
| New | +$174K | 0.13% | 88 |
|