Aveo Capital Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,904
| Closed | -$229K | – | 290 |
|
|
2024
Q4 | $229K | Buy |
1,904
+39
| +2% | +$4.69K | 0.03% | 320 |
|
|
2024
Q3 | $226K | Sell |
1,865
-200
| -10% | -$24.3K | 0.02% | 318 |
|
|
2024
Q2 | $209K | Sell |
2,065
-904
| -30% | -$91.6K | 0.02% | 306 |
|
|
2024
Q1 | $289K | Sell |
2,969
-40
| -1% | -$3.9K | 0.03% | 299 |
|
|
2023
Q4 | $283K | Buy |
3,009
+38
| +1% | +$3.58K | 0.03% | 277 |
|
|
2023
Q3 | $275K | Buy |
2,971
+78
| +3% | +$7.22K | 0.04% | 277 |
|
|
2023
Q2 | $282K | Buy |
2,893
+130
| +5% | +$12.7K | 0.04% | 279 |
|
|
2023
Q1 | $269K | Buy |
2,763
+323
| +13% | +$31.4K | 0.04% | 282 |
|
|
2022
Q4 | $247K | Buy |
+2,440
| New | +$247K | 0.04% | 280 |
|
|
2021
Q3 | – | Sell |
-2,129
| Closed | -$211K | – | 280 |
|
|
2021
Q2 | $211K | Buy |
+2,129
| New | +$211K | 0.05% | 250 |
|
|
2017
Q1 | – | Sell |
-4,548
| Closed | -$416K | – | 202 |
|
|
2016
Q4 | $416K | Buy |
+4,548
| New | +$416K | 0.12% | 112 |
|