Beaird Harris 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 | $112K | Buy |
613
+17
| +3% | +$3.1K | 0.01% | 174 |
|
|
2025
Q1 | $94.6K | Hold |
596
| – | – | 0.01% | 172 |
|
|
2024
Q4 | $71.7K | Sell |
596
-75
| -11% | -$9.03K | 0.01% | 200 |
|
|
2024
Q3 | $81.5K | Buy |
671
+75
| +13% | +$9.11K | 0.01% | 194 |
|
|
2024
Q2 | $60.4K | Hold |
596
| – | – | 0.01% | 206 |
|
|
2024
Q1 | $54.6K | Buy |
596
+455
| +323% | +$41.7K | 0.01% | 198 |
|
|
2023
Q4 | $13.3K | Hold |
141
| – | – | ﹤0.01% | 309 |
|
|
2023
Q3 | $13.1K | Hold |
141
| – | – | ﹤0.01% | 257 |
|
|
2023
Q2 | $13.8K | Hold |
141
| – | – | ﹤0.01% | 250 |
|
|
2023
Q1 | $13.7K | Hold |
141
| – | – | ﹤0.01% | 247 |
|
|
2022
Q4 | $14.3K | Hold |
141
| – | – | ﹤0.01% | 293 |
|
|
2022
Q3 | $12K | Hold |
141
| – | – | ﹤0.01% | 265 |
|
|
2022
Q2 | $14K | Hold |
141
| – | – | ﹤0.01% | 226 |
|
|
2022
Q1 | $13K | Hold |
141
| – | – | ﹤0.01% | 297 |
|
|
2021
Q4 | $13K | Buy |
+141
| New | +$13K | ﹤0.01% | 373 |
|