Atticus 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 | $97.8K | Buy |
537
+49
| +10% | +$8.92K | 0.03% | 244 |
|
|
2025
Q1 | $77.5K | Sell |
488
-106
| -18% | -$16.8K | 0.03% | 192 |
|
|
2024
Q4 | $71.4K | Buy |
594
+152
| +34% | +$18.3K | 0.02% | 204 |
|
|
2024
Q3 | $53.7K | Sell |
442
-11
| -2% | -$1.34K | 0.02% | 237 |
|
|
2024
Q2 | $45.9K | Sell |
453
-400
| -47% | -$40.6K | 0.02% | 244 |
|
|
2024
Q1 | $78.2K | Sell |
853
-90
| -10% | -$8.25K | 0.03% | 196 |
|
|
2023
Q4 | $88.7K | Hold |
943
| – | – | 0.03% | 180 |
|
|
2023
Q3 | $87.3K | Sell |
943
-43
| -4% | -$3.98K | 0.03% | 186 |
|
|
2023
Q2 | $96.3K | Hold |
986
| – | – | 0.04% | 180 |
|
|
2023
Q1 | $95.9K | Sell |
986
-530
| -35% | -$51.5K | 0.04% | 177 |
|
|
2022
Q4 | $153K | Sell |
1,516
-77
| -5% | -$7.79K | 0.06% | 141 |
|
|
2022
Q3 | $157K | Hold |
1,593
| – | – | 0.08% | 131 |
|
|
2022
Q2 | $157K | Buy |
1,593
+70
| +5% | +$6.9K | 0.07% | 147 |
|
|
2022
Q1 | $143K | Buy |
1,523
+537
| +54% | +$50.4K | 0.05% | 168 |
|
|
2021
Q4 | $94K | Sell |
986
-214
| -18% | -$20.4K | 0.04% | 175 |
|
|
2021
Q3 | $114K | Hold |
1,200
| – | – | 0.05% | 148 |
|
|
2021
Q2 | $119K | Sell |
1,200
-300
| -20% | -$29.8K | 0.05% | 150 |
|
|
2021
Q1 | $133K | Hold |
1,500
| – | – | 0.06% | 139 |
|
|
2020
Q4 | $124K | Hold |
1,500
| – | – | 0.06% | 140 |
|
|
2020
Q3 | $112K | Sell |
1,500
-170
| -10% | -$12.7K | 0.07% | 129 |
|
|
2020
Q2 | $117K | Sell |
1,670
-215
| -11% | -$15.1K | 0.08% | 116 |
|
|
2020
Q1 | $138K | Sell |
1,885
-323
| -15% | -$23.6K | 0.11% | 95 |
|
|
2019
Q4 | $188K | Buy |
+2,208
| New | +$188K | 0.12% | 86 |
|