Acima Private Wealth’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	$205K	Hold	1,123	–	–	0.07%	113
2025 Q1	$178K	Hold	1,123	–	–	0.06%	119
2024 Q4	$135K	Hold	1,123	–	–	0.05%	130
2024 Q3	$136K	Hold	1,123	–	–	0.05%	129
2024 Q2	$114K	Hold	1,123	–	–	0.04%	130
2024 Q1	$103K	Hold	1,123	–	–	0.04%	137
2023 Q4	$106K	Hold	1,123	–	–	0.04%	138
2023 Q3	$104K	Hold	1,123	–	–	0.05%	144
2023 Q2	$110K	Hold	1,123	–	–	0.05%	145
2023 Q1	$109K	Hold	1,123	–	–	0.05%	146
2022 Q4	$114K	Hold	1,123	–	–	0.06%	136
2022 Q3	$93.2K	Hold	1,123	–	–	0.05%	138
2022 Q2	$111K	Hold	1,123	–	–	0.06%	137
2022 Q1	$105K	Hold	1,123	–	–	0.05%	147
2021 Q4	$107K	Hold	1,123	–	–	0.05%	147
2021 Q3	$106K	Hold	1,123	–	–	0.05%	143
2021 Q2	$111K	Hold	1,123	–	–	0.05%	142
2021 Q1	$100K	Hold	1,123	–	–	0.05%	143
2020 Q4	$93K	Hold	1,123	–	–	0.05%	140
2020 Q3	$84K	Sell	1,123 -3,594	-76%	-$269K	0.05%	139
2020 Q2	$330K	Sell	4,717 -44	-0.9%	-$3.08K	0.21%	87
2020 Q1	$347K	Sell	4,761 -370	-7%	-$27K	0.27%	81
2019 Q4	$437K	Hold	5,131	–	–	0.3%	80
2019 Q3	$389K	Buy	5,131 +12	+0.2%	+$910	0.3%	81
2019 Q2	$402K	Buy	5,119 +59	+1%	+$4.63K	0.32%	74
2019 Q1	$447K	Buy	5,060 +254	+5%	+$22.4K	0.38%	67
2018 Q4	$321K	Buy	+4,806	New	+$321K	0.31%	76