BKM 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 | $449K | Hold |
2,463
| – | – | 0.18% | 110 |
|
|
2025
Q1 | $391K | Sell |
2,463
-16
| -0.6% | -$2.54K | 0.16% | 114 |
|
|
2024
Q4 | $298K | Buy |
2,479
+81
| +3% | +$9.75K | 0.12% | 133 |
|
|
2024
Q3 | $291K | Buy |
+2,398
| New | +$291K | 0.12% | 137 |
|
|
2024
Q2 | – | Sell |
-2,970
| Closed | -$272K | – | 186 |
|
|
2024
Q1 | $272K | Buy |
2,970
+1,219
| +70% | +$112K | 0.12% | 138 |
|
|
2023
Q4 | $165K | Buy |
+1,751
| New | +$165K | 0.07% | 163 |
|