Bernardo Wealth Planning’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 | $653K | Buy |
3,584
+62
| +2% | +$11.3K | 0.14% | 61 |
|
|
2025
Q1 | $559K | Buy |
3,522
+75
| +2% | +$11.9K | 0.13% | 62 |
|
|
2024
Q4 | $404K | Buy |
3,447
+7
| +0.2% | +$820 | 0.1% | 75 |
|
|
2024
Q3 | $413K | Buy |
3,440
+51
| +2% | +$6.12K | 0.1% | 71 |
|
|
2024
Q2 | $343K | Buy |
3,389
+4
| +0.1% | +$405 | 0.09% | 71 |
|
|
2024
Q1 | $310K | Sell |
3,385
-301
| -8% | -$27.6K | 0.09% | 79 |
|
|
2023
Q4 | $347K | Buy |
3,686
+639
| +21% | +$60.1K | 0.11% | 65 |
|
|
2023
Q3 | $282K | Buy |
3,047
+8
| +0.3% | +$741 | 0.11% | 67 |
|
|
2023
Q2 | $297K | Buy |
3,039
+4
| +0.1% | +$391 | 0.12% | 66 |
|
|
2023
Q1 | $295K | Sell |
3,035
-12
| -0.4% | -$1.17K | 0.13% | 68 |
|
|
2022
Q4 | $308K | Hold |
3,047
| – | – | 0.14% | 66 |
|
|
2022
Q3 | $263K | Buy |
3,047
+329
| +12% | +$28.4K | 0.15% | 68 |
|
|
2022
Q2 | $268K | Sell |
2,718
-8
| -0.3% | -$789 | 0.15% | 65 |
|
|
2022
Q1 | $256K | Hold |
2,726
| – | – | 0.13% | 75 |
|
|
2021
Q4 | $259K | Hold |
2,726
| – | – | 0.13% | 69 |
|
|
2021
Q3 | $258K | Buy |
2,726
+175
| +7% | +$16.6K | 0.15% | 65 |
|
|
2021
Q2 | $252K | Sell |
2,551
-232
| -8% | -$22.9K | 0.15% | 66 |
|
|
2021
Q1 | $247K | Sell |
2,783
-3,846
| -58% | -$341K | 0.16% | 65 |
|
|
2020
Q4 | $548K | Buy |
6,629
+31
| +0.5% | +$2.56K | 0.21% | 90 |
|
|
2020
Q3 | $494K | Sell |
6,598
-99
| -1% | -$7.41K | 0.22% | 84 |
|
|
2020
Q2 | $469K | Sell |
6,697
-319
| -5% | -$22.3K | 0.25% | 77 |
|
|
2020
Q1 | $511K | Buy |
7,016
+69
| +1% | +$5.03K | 0.36% | 69 |
|
|
2019
Q4 | $591K | Buy |
6,947
+4
| +0.1% | +$340 | 0.36% | 63 |
|
|
2019
Q3 | $527K | Sell |
6,943
-70
| -1% | -$5.31K | 0.38% | 63 |
|
|
2019
Q2 | $551K | Sell |
7,013
-116
| -2% | -$9.11K | 0.43% | 55 |
|
|
2019
Q1 | $630K | Sell |
7,129
-362
| -5% | -$32K | 0.5% | 49 |
|
|
2018
Q4 | $500K | Buy |
+7,491
| New | +$500K | 0.44% | 53 |
|