CarsonAllaria 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 | $180K | Sell |
988
-28
| -3% | -$5.1K | 0.1% | 71 |
|
|
2025
Q1 | $161K | Buy |
1,016
+7
| +0.7% | +$1.11K | 0.09% | 77 |
|
|
2024
Q4 | $121K | Sell |
1,009
-179
| -15% | -$21.5K | 0.07% | 92 |
|
|
2024
Q3 | $144K | Sell |
1,188
-180
| -13% | -$21.9K | 0.08% | 81 |
|
|
2024
Q2 | $139K | Sell |
1,368
-291
| -18% | -$29.5K | 0.08% | 76 |
|
|
2024
Q1 | $152K | Sell |
1,659
-287
| -15% | -$26.3K | 0.1% | 78 |
|
|
2023
Q4 | $183K | Sell |
1,946
-6
| -0.3% | -$565 | 0.13% | 68 |
|
|
2023
Q3 | $181K | Sell |
1,952
-19
| -1% | -$1.76K | 0.15% | 64 |
|
|
2023
Q2 | $192K | Sell |
1,971
-1
| -0.1% | -$98 | 0.15% | 68 |
|
|
2023
Q1 | $192K | Buy |
1,972
+2
| +0.1% | +$195 | 0.16% | 68 |
|
|
2022
Q4 | $199K | Buy |
1,970
+17
| +0.9% | +$1.72K | 0.17% | 64 |
|
|
2022
Q3 | $162K | Buy |
1,953
+23
| +1% | +$1.91K | 0.15% | 72 |
|
|
2022
Q2 | $191K | Buy |
1,930
+11
| +0.6% | +$1.09K | 0.18% | 68 |
|
|
2022
Q1 | $180K | Buy |
1,919
+23
| +1% | +$2.16K | 0.16% | 70 |
|
|
2021
Q4 | $180K | Buy |
+1,896
| New | +$180K | 0.16% | 71 |
|