Bay Harbor 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 | $9.54K | Buy |
52
+24
| +86% | +$4.4K | ﹤0.01% | 147 |
|
|
2025
Q1 | $4.47K | Buy |
+28
| New | +$4.47K | ﹤0.01% | 143 |
|
|
2021
Q4 | – | Sell |
-63
| Closed | -$6K | – | 195 |
|
|
2021
Q3 | $6K | Sell |
63
-291
| -82% | -$27.7K | ﹤0.01% | 152 |
|
|
2021
Q2 | $35K | Sell |
354
-596
| -63% | -$58.9K | 0.01% | 139 |
|
|
2021
Q1 | $86K | Sell |
950
-737
| -44% | -$66.7K | 0.04% | 76 |
|
|
2020
Q4 | $140K | Sell |
1,687
-1,389
| -45% | -$115K | 0.06% | 87 |
|
|
2020
Q3 | $231K | Sell |
3,076
-1,509
| -33% | -$113K | 0.12% | 70 |
|
|
2020
Q2 | $321K | Sell |
4,585
-348
| -7% | -$24.4K | 0.17% | 68 |
|
|
2020
Q1 | $360K | Buy |
4,933
+183
| +4% | +$13.4K | 0.22% | 54 |
|
|
2019
Q4 | $404K | Sell |
4,750
-13
| -0.3% | -$1.11K | 0.22% | 59 |
|
|
2019
Q3 | $368K | Sell |
4,763
-1,078
| -18% | -$83.3K | 0.22% | 61 |
|
|
2019
Q2 | $459K | Sell |
5,841
-215
| -4% | -$16.9K | 0.28% | 55 |
|
|
2019
Q1 | $535K | Buy |
6,056
+583
| +11% | +$51.5K | 0.36% | 47 |
|
|
2018
Q4 | $365K | Buy |
+5,473
| New | +$365K | 0.29% | 63 |
|