BIP Wealth’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 | $1.02M | Sell |
5,576
-511
| -8% | -$93.1K | 0.06% | 100 |
|
|
2025
Q1 | $966K | Buy |
6,087
+120
| +2% | +$19K | 0.06% | 101 |
|
|
2024
Q4 | $718K | Buy |
5,967
+89
| +2% | +$10.7K | 0.05% | 127 |
|
|
2024
Q3 | $714K | Buy |
5,878
+3,573
| +155% | +$434K | 0.05% | 113 |
|
|
2024
Q2 | $234K | Hold |
2,305
| – | – | 0.02% | 172 |
|
|
2024
Q1 | $211K | Sell |
2,305
-95
| -4% | -$8.7K | 0.02% | 206 |
|
|
2023
Q4 | $226K | Hold |
2,400
| – | – | 0.02% | 181 |
|
|
2023
Q3 | $222K | Hold |
2,400
| – | – | 0.02% | 163 |
|
|
2023
Q2 | $234K | Sell |
2,400
-968
| -29% | -$94.5K | 0.02% | 165 |
|
|
2023
Q1 | $328K | Buy |
+3,368
| New | +$328K | 0.04% | 137 |
|