Cahill Financial Advisors’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 | $491K | Buy |
2,694
+6
| +0.2% | +$1.09K | 0.06% | 171 |
|
2025
Q1 | $427K | Buy |
2,688
+7
| +0.3% | +$1.11K | 0.06% | 182 |
|
2024
Q4 | $323K | Sell |
2,681
-367
| -12% | -$44.2K | 0.04% | 208 |
|
2024
Q3 | $370K | Buy |
3,048
+754
| +33% | +$91.6K | 0.05% | 191 |
|
2024
Q2 | $232K | Buy |
2,294
+99
| +5% | +$10K | 0.03% | 243 |
|
2024
Q1 | $201K | Buy |
+2,195
| New | +$201K | 0.03% | 255 |
|
2021
Q4 | – | Sell |
-1,790
| Closed | -$170K | – | 619 |
|
2021
Q3 | $170K | Buy |
+1,790
| New | +$170K | 0.03% | 221 |
|