Carolinas Wealth Consulting’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 | – | Sell |
-9,432
| Closed | -$1.5M | – | 698 |
|
|
2025
Q1 | $1.5M | Sell |
9,432
-8
| -0.1% | -$1.27K | 0.32% | 49 |
|
|
2024
Q4 | $1.15M | Sell |
9,440
-1,106
| -10% | -$135K | 0.23% | 59 |
|
|
2024
Q3 | $1.29M | Sell |
10,546
-945
| -8% | -$116K | 0.23% | 57 |
|
|
2024
Q2 | $1.16M | Buy |
11,491
+10,586
| +1,170% | +$1.07M | 0.22% | 59 |
|
|
2024
Q1 | $84.1K | Sell |
905
-33,910
| -97% | -$3.15M | 0.02% | 294 |
|
|
2023
Q4 | $159K | Sell |
34,815
-39
| -0.1% | -$178 | 0.03% | 181 |
|
|
2023
Q3 | $154K | Buy |
34,854
+2
| +0% | +$9 | 0.04% | 173 |
|
|
2023
Q2 | $167K | Sell |
34,852
-673
| -2% | -$3.23K | 0.03% | 191 |
|
|
2023
Q1 | $232K | Buy |
35,525
+508
| +1% | +$3.32K | 0.05% | 157 |
|
|
2022
Q4 | $189K | Buy |
35,017
+121
| +0.3% | +$652 | 0.04% | 166 |
|
|
2022
Q3 | $151K | Sell |
34,896
-262
| -0.7% | -$1.13K | 0.04% | 180 |
|
|
2022
Q2 | $199K | Buy |
35,158
+33,210
| +1,705% | +$188K | 0.05% | 162 |
|
|
2022
Q1 | $185K | Buy |
1,948
+22
| +1% | +$2.09K | 0.04% | 179 |
|
|
2021
Q4 | $185K | Buy |
1,926
+21
| +1% | +$2.02K | 0.04% | 179 |
|
|
2021
Q3 | $183K | Buy |
1,905
+16
| +0.8% | +$1.54K | 0.04% | 168 |
|
|
2021
Q2 | $189K | Buy |
1,889
+18
| +1% | +$1.8K | 0.04% | 170 |
|
|
2021
Q1 | $168K | Sell |
1,871
-533
| -22% | -$47.9K | 0.04% | 187 |
|
|
2020
Q4 | $202K | Buy |
2,404
+7
| +0.3% | +$588 | 0.05% | 147 |
|
|
2020
Q3 | $183K | Buy |
2,397
+355
| +17% | +$27.1K | 0.06% | 138 |
|
|
2020
Q2 | $145K | Buy |
+2,042
| New | +$145K | 0.06% | 121 |
|
|
2020
Q1 | – | Sell |
-3,735
| Closed | -$321K | – | 172 |
|
|
2019
Q4 | $321K | Buy |
+3,735
| New | +$321K | 0.33% | 45 |
|