Accretive Wealth Partners’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 | $2.67M | Buy |
14,679
+121
| +0.8% | +$22K | 0.88% | 35 |
|
|
2025
Q1 | $2.53M | Buy |
14,558
+943
| +7% | +$164K | 0.9% | 35 |
|
|
2024
Q4 | $1.64M | Sell |
13,615
-114
| -0.8% | -$13.7K | 0.7% | 48 |
|
|
2024
Q3 | $1.67M | Sell |
13,729
-748
| -5% | -$90.8K | 0.7% | 48 |
|
|
2024
Q2 | $1.47M | Buy |
14,477
+1,248
| +9% | +$126K | 0.61% | 53 |
|
|
2024
Q1 | $1.29M | Buy |
13,229
+146
| +1% | +$14.2K | 0.57% | 59 |
|
|
2023
Q4 | $1.23M | Buy |
13,083
+101
| +0.8% | +$9.5K | 0.59% | 58 |
|
|
2023
Q3 | $1.2M | Buy |
12,982
+279
| +2% | +$25.8K | 0.72% | 45 |
|
|
2023
Q2 | $1.24M | Buy |
12,703
+221
| +2% | +$21.6K | 0.74% | 43 |
|
|
2023
Q1 | $1.21M | Buy |
12,482
+13
| +0.1% | +$1.26K | 0.78% | 43 |
|
|
2022
Q4 | $1.26M | Buy |
12,469
+614
| +5% | +$62.1K | 0.87% | 40 |
|
|
2022
Q3 | $984K | Buy |
11,855
+60
| +0.5% | +$4.98K | 0.75% | 43 |
|
|
2022
Q2 | $1.17M | Sell |
11,795
-134
| -1% | -$13.2K | 0.85% | 41 |
|
|
2022
Q1 | $1.12M | Buy |
11,929
+374
| +3% | +$35.1K | 0.7% | 49 |
|
|
2021
Q4 | $1.1M | Buy |
11,555
+606
| +6% | +$57.6K | 0.7% | 53 |
|
|
2021
Q3 | $1.04M | Buy |
10,949
+502
| +5% | +$47.6K | 0.73% | 55 |
|
|
2021
Q2 | $1.04M | Buy |
10,447
+1,203
| +13% | +$119K | 0.75% | 55 |
|
|
2021
Q1 | $820K | Buy |
9,244
+647
| +8% | +$57.4K | 0.74% | 58 |
|
|
2020
Q4 | $712K | Buy |
+8,597
| New | +$712K | 0.7% | 62 |
|