Carson Advisory’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 | $719K | Buy |
3,949
+1
| +0% | +$182 | 0.46% | 57 |
|
|
2025
Q1 | $627K | Buy |
3,948
+2
| +0.1% | +$317 | 0.42% | 64 |
|
|
2024
Q4 | $475K | Buy |
3,946
+2
| +0.1% | +$241 | 0.33% | 71 |
|
|
2024
Q3 | $479K | Buy |
3,944
+2
| +0.1% | +$243 | 0.3% | 83 |
|
|
2024
Q2 | $399K | Sell |
3,942
-14
| -0.4% | -$1.42K | 0.28% | 94 |
|
|
2024
Q1 | $362K | Buy |
3,956
+6
| +0.2% | +$550 | 0.25% | 100 |
|
|
2023
Q4 | $372K | Buy |
3,950
+31
| +0.8% | +$2.92K | 0.29% | 97 |
|
|
2023
Q3 | $363K | Buy |
3,919
+608
| +18% | +$56.3K | 0.32% | 94 |
|
|
2023
Q2 | $323K | Sell |
3,311
-59
| -2% | -$5.76K | 0.27% | 100 |
|
|
2023
Q1 | $328K | Sell |
3,370
-898
| -21% | -$87.3K | 0.29% | 91 |
|
|
2022
Q4 | $432K | Buy |
4,268
+2
| +0% | +$202 | 0.41% | 66 |
|
|
2022
Q3 | $354K | Buy |
4,266
+3
| +0.1% | +$249 | 0.39% | 70 |
|
|
2022
Q2 | $421K | Buy |
4,263
+1
| +0% | +$99 | 0.47% | 64 |
|
|
2022
Q1 | $400K | Buy |
4,262
+49
| +1% | +$4.6K | 0.4% | 68 |
|
|
2021
Q4 | $400K | Buy |
+4,213
| New | +$400K | 0.41% | 66 |
|