Barlow Wealth 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
Q2 | $528K | Hold |
3,000
| – | – | 0.06% | 76 |
|
|
2025
Q1 | $511K | Buy |
3,000
+400
| +15% | +$68.1K | 0.07% | 81 |
|
|
2024
Q4 | $308K | Sell |
2,600
-675
| -21% | -$80K | 0.04% | 104 |
|
|
2024
Q3 | $389K | Sell |
3,275
-130
| -4% | -$15.5K | 0.05% | 101 |
|
|
2024
Q2 | $379K | Hold |
3,405
| – | – | 0.05% | 99 |
|
|
2024
Q1 | $303K | Hold |
3,405
| – | – | 0.04% | 111 |
|
|
2023
Q4 | $320K | Buy |
+3,405
| New | +$320K | 0.05% | 105 |
|