Centerpoint Advisors’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	$631K	Hold	3,463	–	–	0.21%	46
2025 Q1	$550K	Sell	3,463 -175	-5%	-$27.8K	0.2%	49
2024 Q4	$438K	Hold	3,638	–	–	0.15%	54
2024 Q3	$442K	Sell	3,638 -250	-6%	-$30.4K	0.15%	55
2024 Q2	$394K	Buy	3,888 +300	+8%	+$30.4K	0.14%	58
2024 Q1	$329K	Hold	3,588	–	–	0.12%	62
2023 Q4	$338K	Hold	3,588	–	–	0.13%	61
2023 Q3	$332K	Hold	3,588	–	–	0.14%	63
2023 Q2	$350K	Hold	3,588	–	–	0.14%	63
2023 Q1	$349K	Sell	3,588 -300	-8%	-$29.2K	0.15%	64
2022 Q4	$394K	Buy	3,888 +600	+18%	+$60.8K	0.18%	55
2022 Q3	$273K	Buy	3,288 +2,500	+317%	+$208K	0.15%	66
2022 Q2	$78K	Hold	788	–	–	0.04%	123
2022 Q1	$74K	Hold	788	–	–	0.03%	128
2021 Q4	$75K	Hold	788	–	–	0.03%	115
2021 Q3	$75K	Hold	788	–	–	0.04%	114
2021 Q2	$78K	Hold	788	–	–	0.04%	117
2021 Q1	$70K	Hold	788	–	–	0.04%	92
2020 Q4	$65K	Hold	788	–	–	0.04%	90
2020 Q3	$59K	Hold	788	–	–	0.04%	80
2020 Q2	$55K	Hold	788	–	–	0.04%	79
2020 Q1	$57K	Sell	788 -995	-56%	-$72K	0.06%	67
2019 Q4	$152K	Sell	1,783 -190	-10%	-$16.2K	0.11%	51
2019 Q3	$150K	Hold	1,973	–	–	0.12%	54
2019 Q2	$155K	Hold	1,973	–	–	0.12%	53
2019 Q1	$174K	Hold	1,973	–	–	0.15%	44
2018 Q4	$132K	Sell	1,973 -53	-3%	-$3.55K	0.13%	52
2018 Q3	$165K	Sell	2,026 -430	-18%	-$35K	0.13%	49
2018 Q2	$198K	Buy	2,456 +430	+21%	+$34.7K	0.17%	42
2018 Q1	$201K	Buy	2,026 +1,048	+107%	+$104K	0.18%	45
2017 Q4	$103K	Buy	+978	New	+$103K	0.09%	51