Cassaday & Co 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 | $1.5M | Sell |
8,260
-263
| -3% | -$47.9K | 0.04% | 99 |
|
|
2025
Q1 | $1.35M | Sell |
8,523
-231
| -3% | -$36.7K | 0.04% | 93 |
|
|
2024
Q4 | $1.05M | Buy |
8,754
+183
| +2% | +$22K | 0.03% | 111 |
|
|
2024
Q3 | $1.04M | Sell |
8,571
-78
| -0.9% | -$9.47K | 0.03% | 108 |
|
|
2024
Q2 | $876K | Buy |
8,649
+246
| +3% | +$24.9K | 0.03% | 119 |
|
|
2024
Q1 | $770K | Sell |
8,403
-93
| -1% | -$8.52K | 0.03% | 131 |
|
|
2023
Q4 | $799K | Sell |
8,496
-55
| -0.6% | -$5.17K | 0.03% | 112 |
|
|
2023
Q3 | $792K | Buy |
8,551
+194
| +2% | +$18K | 0.03% | 102 |
|
|
2023
Q2 | $816K | Sell |
8,357
-1,076
| -11% | -$105K | 0.03% | 111 |
|
|
2023
Q1 | $917K | Buy |
9,433
+204
| +2% | +$19.8K | 0.04% | 103 |
|
|
2022
Q4 | $934K | Buy |
+9,229
| New | +$934K | 0.04% | 92 |
|