CBIZ Investment Advisory Services’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 | $62.9K | Buy |
343
+141
| +70% | +$25.9K | ﹤0.01% | 110 |
|
|
2025
Q1 | $32.3K | Buy |
202
+162
| +405% | +$25.9K | ﹤0.01% | 157 |
|
|
2024
Q4 | $4.86K | Buy |
40
+16
| +67% | +$1.94K | ﹤0.01% | 321 |
|
|
2024
Q3 | $3.03K | Hold |
24
| – | – | ﹤0.01% | 324 |
|
|
2024
Q2 | $2.5K | Sell |
24
-71
| -75% | -$7.39K | ﹤0.01% | 325 |
|
|
2024
Q1 | $8.73K | Buy |
+95
| New | +$8.73K | ﹤0.01% | 257 |
|
|
2020
Q3 | – | Hold |
0
| – | -$40K | – | 119 |
|
|
2020
Q2 | – | Hold |
0
| – | -$41K | – | 70 |
|
|
2020
Q1 | – | Hold |
0
| – | -$48K | – | 78 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 83 |
|