Aprio 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 | $1.26M | Sell |
6,916
-98
| -1% | -$17.9K | 0.14% | 95 |
|
|
2025
Q1 | $1.11M | Buy |
7,014
+3,099
| +79% | +$492K | 0.14% | 100 |
|
|
2024
Q4 | $471K | Buy |
3,915
+1,098
| +39% | +$132K | 0.07% | 142 |
|
|
2024
Q3 | $342K | Sell |
2,817
-1,274
| -31% | -$155K | 0.05% | 174 |
|
|
2024
Q2 | $415K | Buy |
4,091
+1,233
| +43% | +$125K | 0.08% | 121 |
|
|
2024
Q1 | $262K | Buy |
2,858
+376
| +15% | +$34.5K | 0.05% | 179 |
|
|
2023
Q4 | $233K | Buy |
+2,482
| New | +$233K | 0.05% | 166 |
|