Austin 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 | $664K | Buy |
3,645
+191
| +6% | +$34.8K | 0.05% | 148 |
|
|
2025
Q1 | $548K | Sell |
3,454
-77
| -2% | -$12.2K | 0.05% | 150 |
|
|
2024
Q4 | $425K | Buy |
3,531
+563
| +19% | +$67.8K | 0.04% | 159 |
|
|
2024
Q3 | $360K | Sell |
2,968
-274
| -8% | -$33.3K | 0.03% | 160 |
|
|
2024
Q2 | $329K | Sell |
3,242
-46
| -1% | -$4.66K | 0.04% | 167 |
|
|
2024
Q1 | $299K | Buy |
3,288
+260
| +9% | +$23.7K | 0.03% | 172 |
|
|
2023
Q4 | $285K | Buy |
3,028
+121
| +4% | +$11.4K | 0.04% | 158 |
|
|
2023
Q3 | $269K | Buy |
2,907
+428
| +17% | +$39.6K | 0.04% | 134 |
|
|
2023
Q2 | $242K | Buy |
+2,479
| New | +$242K | 0.04% | 143 |
|