Atria Wealth Solutions’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 | $8.04M | Sell |
44,193
-27,574
| -38% | -$5.02M | 0.18% | 128 |
|
|
2025
Q1 | $11.4M | Sell |
71,767
-11,498
| -14% | -$1.83M | 0.14% | 158 |
|
|
2024
Q4 | $10.1M | Buy |
83,265
+3,443
| +4% | +$416K | 0.11% | 190 |
|
|
2024
Q3 | $9.73M | Sell |
79,822
-6,868
| -8% | -$837K | 0.11% | 199 |
|
|
2024
Q2 | $8.85M | Buy |
86,690
+3,018
| +4% | +$308K | 0.1% | 213 |
|
|
2024
Q1 | $7.74M | Buy |
83,672
+9,308
| +13% | +$861K | 0.09% | 244 |
|
|
2023
Q4 | $7.03M | Buy |
74,364
+3,818
| +5% | +$361K | 0.09% | 233 |
|
|
2023
Q3 | $6.56M | Buy |
70,546
+2,774
| +4% | +$258K | 0.09% | 227 |
|
|
2023
Q2 | $6.64M | Buy |
67,772
+7,403
| +12% | +$725K | 0.09% | 224 |
|
|
2023
Q1 | $5.92M | Buy |
60,369
+5,341
| +10% | +$524K | 0.09% | 226 |
|
|
2022
Q4 | $5.62M | Buy |
55,028
+2,416
| +5% | +$247K | 0.09% | 238 |
|
|
2022
Q3 | $4.38M | Buy |
52,612
+23,131
| +78% | +$1.92M | 0.08% | 257 |
|
|
2022
Q2 | $2.92M | Sell |
29,481
-12,258
| -29% | -$1.21M | 0.05% | 333 |
|
|
2022
Q1 | $3.95M | Buy |
+41,739
| New | +$3.95M | 0.07% | 302 |
|