Atlantic 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 | $2.57K | Buy |
+14
| New | +$2.57K | ﹤0.01% | 202 |
|
|
2023
Q2 | – | Sell |
-4,112
| Closed | -$400K | – | 114 |
|
|
2023
Q1 | $400K | Hold |
4,112
| – | – | 0.42% | 21 |
|
|
2022
Q4 | $416K | Hold |
4,112
| – | – | 0.45% | 26 |
|
|
2022
Q3 | $341K | Hold |
4,112
| – | – | 0.38% | 30 |
|
|
2022
Q2 | $406K | Hold |
4,112
| – | – | 0.42% | 25 |
|
|
2022
Q1 | $386K | Hold |
4,112
| – | – | 0.36% | 23 |
|
|
2021
Q4 | $391K | Buy |
+4,112
| New | +$391K | 0.34% | 26 |
|