Brown Miller 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
$2.69M Sell
14,790
-1,827
-11% -$333K 0.84% 29
2025
Q1
$2.64M Sell
16,617
-236
-1% -$37.5K 0.91% 31
2024
Q4
$2.03M Sell
16,853
-745
-4% -$89.7K 0.78% 38
2024
Q3
$2.14M Buy
17,598
+24
+0.1% +$2.91K 0.83% 39
2024
Q2
$1.78M Buy
17,574
+113
+0.6% +$11.5K 0.74% 41
2024
Q1
$1.6M Sell
17,461
-902
-5% -$82.6K 0.71% 44
2023
Q4
$1.73M Buy
18,363
+1,012
+6% +$95.2K 0.86% 39
2023
Q3
$1.61M Buy
17,351
+23
+0.1% +$2.13K 0.9% 40
2023
Q2
$1.69M Buy
17,328
+21
+0.1% +$2.05K 0.91% 36
2023
Q1
$1.68M Buy
17,307
+88
+0.5% +$8.56K 1% 34
2022
Q4
$1.74M Buy
17,219
+24
+0.1% +$2.43K 1.1% 30
2022
Q3
$1.43M Buy
17,195
+8,023
+87% +$666K 1.01% 33
2022
Q2
$905K Buy
9,172
+236
+3% +$23.3K 0.62% 48
2022
Q1
$839K Buy
8,936
+21
+0.2% +$1.97K 0.49% 52
2021
Q4
$846K Buy
8,915
+33
+0.4% +$3.13K 0.48% 54
2021
Q3
$841K Buy
8,882
+19
+0.2% +$1.8K 0.53% 53
2021
Q2
$878K Buy
8,863
+21
+0.2% +$2.08K 0.56% 49
2021
Q1
$785K Sell
8,842
-79
-0.9% -$7.01K 0.55% 49
2020
Q4
$739K Buy
+8,921
New +$739K 0.55% 47