Apexium Financial’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 | $1.52M | Sell |
8,353
-42
| -0.5% | -$7.65K | 0.08% | 98 |
|
|
2025
Q1 | $1.34M | Buy |
8,395
+3,986
| +90% | +$637K | 0.08% | 103 |
|
|
2024
Q4 | $531K | Buy |
4,409
+1,354
| +44% | +$163K | 0.03% | 159 |
|
|
2024
Q3 | $372K | Buy |
3,055
+540
| +21% | +$65.7K | 0.02% | 169 |
|
|
2024
Q2 | $255K | Buy |
2,515
+48
| +2% | +$4.86K | 0.02% | 195 |
|
|
2024
Q1 | $227K | Sell |
2,467
-250
| -9% | -$23K | 0.02% | 211 |
|
|
2023
Q4 | $256K | Buy |
2,717
+250
| +10% | +$23.5K | 0.02% | 231 |
|
|
2023
Q3 | $229K | Buy |
2,467
+116
| +5% | +$10.8K | 0.02% | 192 |
|
|
2023
Q2 | $230K | Buy |
+2,351
| New | +$230K | 0.02% | 198 |
|