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 |
|