BFA
Beaumont Financial Advisors’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Sell |
20,512
-964
| -4% | -$176K | 0.27% | 61 |
|
|
2025
Q1 | $3.41M | Buy |
21,476
+1,937
| +10% | +$307K | 0.27% | 64 |
|
|
2024
Q4 | $2.35M | Buy |
+19,539
| New | +$2.35M | 0.18% | 83 |
|
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$213K | – | 277 |
|
|
2019
Q4 | $213K | Buy |
+2,500
| New | +$213K | 0.02% | 262 |
|
|
2018
Q2 | – | Sell |
-2,372
| Closed | -$236K | – | 221 |
|
|
2018
Q1 | $236K | Buy |
+2,372
| New | +$236K | 0.03% | 185 |
|
|
2014
Q1 | – | Sell |
-2,324
| Closed | -$202K | – | 146 |
|
|
2013
Q4 | $202K | Buy |
+2,324
| New | +$202K | 0.02% | 141 |
|