Ashton Thomas Private 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 | $3.58M | Sell |
19,491
-912
| -4% | -$167K | 0.13% | 183 |
|
2025
Q1 | $3.27M | Sell |
20,403
-481
| -2% | -$77K | 0.12% | 190 |
|
2024
Q4 | $2.54M | Buy |
20,884
+8,535
| +69% | +$1.04M | 0.1% | 235 |
|
2024
Q3 | $1.5M | Sell |
12,349
-562
| -4% | -$68.2K | 0.08% | 252 |
|
2024
Q2 | $1.31M | Buy |
12,911
+181
| +1% | +$18.3K | 0.07% | 260 |
|
2024
Q1 | $1.17M | Buy |
12,730
+3,701
| +41% | +$339K | 0.07% | 281 |
|
2023
Q4 | $849K | Buy |
9,029
+253
| +3% | +$23.8K | 0.05% | 321 |
|
2023
Q3 | $812K | Buy |
8,776
+1,492
| +20% | +$138K | 0.06% | 322 |
|
2023
Q2 | $711K | Buy |
7,284
+4,379
| +151% | +$427K | 0.05% | 340 |
|
2023
Q1 | $283K | Buy |
2,905
+321
| +12% | +$31.2K | 0.02% | 427 |
|
2022
Q4 | $262K | Sell |
2,584
-267
| -9% | -$27K | 0.03% | 419 |
|
2022
Q3 | $237K | Buy |
2,851
+1
| +0% | +$83 | 0.03% | 419 |
|
2022
Q2 | $281K | Buy |
2,850
+245
| +9% | +$24.2K | 0.03% | 385 |
|
2022
Q1 | $245K | Buy |
+2,605
| New | +$245K | 0.02% | 435 |
|
2021
Q4 | – | Sell |
-2,940
| Closed | -$279K | – | 459 |
|
2021
Q3 | $279K | Sell |
2,940
-274
| -9% | -$26K | 0.04% | 313 |
|
2021
Q2 | $319K | Buy |
+3,214
| New | +$319K | 0.05% | 287 |
|