Cherry Tree 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 | $15.5K | Sell |
85
-215
| -72% | -$39.2K | ﹤0.01% | 363 |
|
|
2025
Q1 | $47.6K | Buy |
300
+31
| +12% | +$4.92K | 0.01% | 260 |
|
|
2024
Q4 | $32.4K | Hold |
269
| – | – | 0.01% | 290 |
|
|
2024
Q3 | $32.7K | Hold |
269
| – | – | 0.01% | 293 |
|
|
2024
Q2 | $27.3K | Hold |
269
| – | – | 0.01% | 299 |
|
|
2024
Q1 | $24.6K | Hold |
269
| – | – | 0.01% | 306 |
|
|
2023
Q4 | $25.3K | Hold |
269
| – | – | 0.01% | 290 |
|
|
2023
Q3 | $24.9K | Hold |
269
| – | – | 0.01% | 279 |
|
|
2023
Q2 | $26.3K | Buy |
+269
| New | +$26.3K | 0.01% | 273 |
|