Balboa Wealth Partners’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Buy |
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|
2025
Q1 | $585K | Sell |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $442K | Buy |
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|
2024
Q2 | $344K | Buy |
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $239K | Sell |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $263K | Buy |
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|
2022
Q3 | $212K | Buy |
|