American Financial & Tax Strategies’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 | $1.39M | Sell |
7,647
-12
| -0.2% | -$2.19K | 0.72% | 43 |
|
2025
Q1 | $1.22M | Sell |
7,659
-2,400
| -24% | -$381K | 0.65% | 45 |
|
2024
Q4 | $1.21M | Hold |
10,059
| – | – | 0.63% | 45 |
|
2024
Q3 | $1.22M | Hold |
10,059
| – | – | 0.62% | 46 |
|
2024
Q2 | $1.02M | Buy |
10,059
+35
| +0.3% | +$3.55K | 0.54% | 51 |
|
2024
Q1 | $918K | Hold |
10,024
| – | – | 0.49% | 51 |
|
2023
Q4 | $943K | Buy |
+10,024
| New | +$943K | 0.54% | 51 |
|