Centennial Wealth 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 | $805K | Sell |
4,418
-1,203
| -21% | -$219K | 0.26% | 55 |
|
|
2025
Q1 | $893K | Buy |
5,621
+1,186
| +27% | +$188K | 0.32% | 41 |
|
|
2024
Q4 | $534K | Buy |
4,435
+164
| +4% | +$19.7K | 0.21% | 62 |
|
|
2024
Q3 | $519K | Buy |
4,271
+149
| +4% | +$18.1K | 0.2% | 59 |
|
|
2024
Q2 | $418K | Sell |
4,122
-1,734
| -30% | -$176K | 0.18% | 71 |
|
|
2024
Q1 | $536K | Sell |
5,856
-23
| -0.4% | -$2.11K | 0.25% | 58 |
|
|
2023
Q4 | $553K | Buy |
5,879
+104
| +2% | +$9.78K | 0.28% | 53 |
|
|
2023
Q3 | $535K | Sell |
5,775
-113
| -2% | -$10.5K | 0.29% | 58 |
|
|
2023
Q2 | $575K | Buy |
5,888
+42
| +0.7% | +$4.1K | 0.3% | 50 |
|
|
2023
Q1 | $568K | Buy |
5,846
+735
| +14% | +$71.5K | 0.3% | 53 |
|
|
2022
Q4 | $517K | Buy |
5,111
+557
| +12% | +$56.4K | 0.29% | 51 |
|
|
2022
Q3 | $378K | Buy |
4,554
+760
| +20% | +$63.1K | 0.22% | 55 |
|
|
2022
Q2 | $375K | Buy |
3,794
+977
| +35% | +$96.6K | 0.21% | 65 |
|
|
2022
Q1 | $265K | Buy |
2,817
+395
| +16% | +$37.2K | 0.14% | 78 |
|
|
2021
Q4 | $230K | Buy |
2,422
+253
| +12% | +$24K | 0.13% | 80 |
|
|
2021
Q3 | $206K | Buy |
2,169
+102
| +5% | +$9.69K | 0.12% | 74 |
|
|
2021
Q2 | $205K | Buy |
+2,067
| New | +$205K | 0.13% | 82 |
|