BCU Wealth Advisors’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 | $374K | Buy |
2,054
+6
| +0.3% | +$1.09K | 0.17% | 42 |
|
2025
Q1 | $325K | Buy |
2,048
+7
| +0.3% | +$1.11K | 0.17% | 37 |
|
2024
Q4 | $246K | Buy |
2,041
+6
| +0.3% | +$722 | 0.14% | 47 |
|
2024
Q3 | $247K | Buy |
2,035
+8
| +0.4% | +$971 | 0.15% | 43 |
|
2024
Q2 | $205K | Buy |
+2,027
| New | +$205K | 0.15% | 46 |
|