Alaethes 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 | $3.05M | Buy |
16,621
+1,697
| +11% | +$311K | 0.91% | 30 |
|
|
2025
Q1 | $2.39M | Buy |
14,924
+591
| +4% | +$94.6K | 0.88% | 37 |
|
|
2024
Q4 | $1.74M | Buy |
14,333
+682
| +5% | +$83K | 0.62% | 55 |
|
|
2024
Q3 | $1.68M | Sell |
13,651
-426
| -3% | -$52.3K | 0.62% | 60 |
|
|
2024
Q2 | $1.44M | Buy |
+14,077
| New | +$1.44M | 0.6% | 65 |
|
|
2024
Q1 | – | Sell |
-2,626
| Closed | -$247K | – | 118 |
|
|
2023
Q4 | $247K | Buy |
+2,626
| New | +$247K | 0.12% | 105 |
|
|
2022
Q2 | – | Sell |
-208
| Closed | -$20K | – | 246 |
|
|
2022
Q1 | $20K | Buy |
+208
| New | +$20K | 0.01% | 172 |
|