Angeles Wealth Management’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 | $1.38M | Buy |
7,600
+849
| +13% | +$155K | 0.09% | 74 |
|
|
2025
Q1 | $1.07M | Buy |
6,751
+225
| +3% | +$35.7K | 0.09% | 87 |
|
|
2024
Q4 | $785K | Buy |
6,526
+750
| +13% | +$90.3K | 0.06% | 109 |
|
|
2024
Q3 | $701K | Buy |
5,776
+345
| +6% | +$41.9K | 0.06% | 111 |
|
|
2024
Q2 | $550K | Buy |
5,431
+590
| +12% | +$59.8K | 0.05% | 122 |
|
|
2024
Q1 | $444K | Buy |
4,841
+519
| +12% | +$47.6K | 0.04% | 128 |
|
|
2023
Q4 | $407K | Sell |
4,322
-90
| -2% | -$8.47K | 0.05% | 124 |
|
|
2023
Q3 | $408K | Buy |
4,412
+266
| +6% | +$24.6K | 0.06% | 103 |
|
|
2023
Q2 | $405K | Buy |
4,146
+34
| +0.8% | +$3.32K | 0.06% | 118 |
|
|
2023
Q1 | $400K | Buy |
4,112
+81
| +2% | +$7.88K | 0.06% | 123 |
|
|
2022
Q4 | $408K | Sell |
4,031
-227
| -5% | -$23K | 0.07% | 111 |
|
|
2022
Q3 | $353K | Buy |
4,258
+356
| +9% | +$29.5K | 0.07% | 112 |
|
|
2022
Q2 | $385K | Buy |
3,902
+31
| +0.8% | +$3.06K | 0.08% | 116 |
|
|
2022
Q1 | $364K | Buy |
+3,871
| New | +$364K | 0.07% | 119 |
|