Catalyst Financial Partners’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 | $2.61M | Buy |
14,354
+37
| +0.3% | +$6.74K | 0.29% | 34 |
|
|
2025
Q1 | $2.27M | Buy |
14,317
+151
| +1% | +$24K | 0.42% | 34 |
|
|
2024
Q4 | $1.7M | Buy |
14,166
+218
| +2% | +$26.2K | 0.32% | 40 |
|
|
2024
Q3 | $1.69M | Buy |
13,948
+93
| +0.7% | +$11.3K | 0.33% | 43 |
|
|
2024
Q2 | $1.4M | Buy |
13,855
+290
| +2% | +$29.4K | 0.31% | 43 |
|
|
2024
Q1 | $1.23M | Sell |
13,565
-855
| -6% | -$77.4K | 0.32% | 42 |
|
|
2023
Q4 | $1.36M | Buy |
14,420
+267
| +2% | +$25.1K | 0.38% | 35 |
|
|
2023
Q3 | $1.31M | Buy |
14,153
+2,407
| +20% | +$223K | 0.42% | 37 |
|
|
2023
Q2 | $1.15M | Buy |
11,746
+621
| +6% | +$60.6K | 0.41% | 35 |
|
|
2023
Q1 | $1.08M | Buy |
11,125
+2,435
| +28% | +$237K | 0.46% | 32 |
|
|
2022
Q4 | $880K | Buy |
+8,690
| New | +$880K | 0.45% | 37 |
|