Aviso 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 | $779K | Buy |
4,279
+259
| +6% | +$47.2K | 0.36% | 68 |
|
|
2025
Q1 | $638K | Buy |
4,020
+1
| +0% | +$159 | 0.34% | 78 |
|
|
2024
Q4 | $484K | Buy |
4,019
+476
| +13% | +$57.3K | 0.25% | 91 |
|
|
2024
Q3 | $430K | Sell |
3,543
-31
| -0.9% | -$3.76K | 0.23% | 94 |
|
|
2024
Q2 | $362K | Sell |
3,574
-2,430
| -40% | -$246K | 0.22% | 98 |
|
|
2024
Q1 | $550K | Buy |
6,004
+641
| +12% | +$58.7K | 0.35% | 73 |
|
|
2023
Q4 | $505K | Buy |
+5,363
| New | +$505K | 0.37% | 69 |
|